Strategic AI Consulting Services For Capital
AI infrastructure and value creation for your portfolio.
Fund-level strategy. Portco-level execution.
We partner with capital investors as a strategic AI managed service provider at the fund level - then deploy into portfolio companies to build bespoke agents and applications that drive measurable ROI.
TWO LEVELS OF ENGAGEMENT
We work at the fund and the portco.
Fund Level
Strategic AI Partner
- AI readiness assessment across portfolio
- Shared AI infrastructure & vendor management
- Deal team enablement tools
- Portfolio-wide AI governance & compliance
- Cost optimization across AI spend
Portco Level
Embedded Execution
- Bespoke AI agents & applications
- Workflow automation & document intelligence
- Custom internal tools & copilots
- Production engineering pods
- Data pipeline & integration engineering
WHO WE WORK WITH
Built for every type of capital investor
Private Equity
Deploy AI across your portfolio, from operational efficiency to revenue acceleration at the portco level.
Venture Capital
Add AI capacity to high-growth portfolio companies and ship features faster without hiring.
Financial Services
AI-driven due diligence, portfolio monitoring, and automated reporting.
We also partner with family offices and fund of funds to bring institutional-grade AI to their portfolios and underlying managers.
WE WORK WITH FUNDS WHO INVEST IN
FULL LIFECYCLE PARTNER
One partner across the entire portfolio.
We don't just consult or just build - we cover every stage of the AI lifecycle at both the fund and portco level. Pick what you need, or combine both.
Managed AI Services
Ongoing AI managed services at the fund and in every portco - Claude deployment, license management, usage analytics, and governance.
Capabilities
- Claude Setup & MaintenanceClaude set up securely across your org and consistently monitored, maintained, and optimized
- Claude Custom Agents & WorkflowClaude agents and connectors built around your workflows.
- AI Security, Compliance & GovernancePolicies, controls, and audit trails for compliant AI use.
- AI Usage AnalyticsSee Claude adoption, spend, and value by team.
- Token OptimizationLower Claude cost per task without losing quality.
- AI TrainingHands-on AI training tailored to each role.
AI Transformation
Portfolio-wide readiness and roadmapping for your investment thesis, then engineers embedded in portcos to build and ship production AI that drives measurable EBITDA improvement.
Capabilities
- Custom AI Application & Platform DevelopmentProduction-ready AI apps and platforms, built end to end.
- Forward Deployed AI EngineeringSenior AI engineers shipping inside your team.
- AI & Data Readiness AssessmentA scored readiness review and AI roadmap in weeks.
- Data EngineeringPipelines that turn scattered data into AI-ready context.
- Data Lake Build OutA governed lakehouse for analytics, ML, and AI.
- AI Change ManagementPlans and champions that make AI an everyday habit.
- AI TrainingHands-on AI training tailored to each role.
THE TEAM
The team behind your portfolio's AI advantage
Three exited AI founders and a team of elite applied AI engineers - 90+ production systems shipped across 7 industries.
200+
Custom workflows delivered
50+
Institutional investment firms transformed
$100M
Of client value created
SELECT CLIENT OUTCOMES
80%
Reduction in document processing time for a national insurance operation
6 weeks
From concept to deployed production AI platform for a healthcare startup
2,000+
Hours saved annually via automated compliance review for a financial services firm
10,000+
Documents processed monthly through AI-powered intake system
Want to see more of our work in Capital?
Not all of our projects are listed here. Let’s talk about what we can build for you.
Turn AI into a portfolio-wide advantage.
From fund-level strategy to portco-level execution - one AI partner across the full portfolio lifecycle.