Assessment Program
4–5 Week Engagement

AI Readiness for
Investment Firms

Are we doing enough with AI?
Where should we actually use it?
What's worth building vs. ignoring?

Stop guessing. Get a practical evaluation of how AI improves your workflows, systems, and team output.

01Discovery
02Analysis
03Delivery
What You Get
Current state workflow & data review
Prioritized AI use cases for your firm
Impact, cost, and feasibility scoring
Strategic roadmap & quick wins
Specific recommendations with next steps
Core Focus Areas
Deal Flow Portfolio Monitoring Due Diligence Meeting Summaries Document QA Market Intelligence Knowledge Management Financial Analysis

Example Assessment

What an AI Workflow Assessment Looks Like

A sample of how we evaluate workflows, identify high-impact use cases, and determine what’s worth building

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Also Available

Assess Your Portfolio Companies Too

Running the assessment across your portfolio gives you a consistent view of AI readiness at every company — and a clear picture of where to deploy resources, make introductions, or get ahead of risks before they compound.

One Framework
Consistent scoring across every company in your portfolio
GP-Level View
Rolled-up insights to inform where to focus and invest
Talk to Us About Portfolio Assessments →

What Happens Next

Sometimes the result is small changes your team can implement immediately. Sometimes it's identifying one high-impact workflow to automate. Sometimes it leads to building something custom.

We'll tell you what's actually worth doing.

Immediate Impact
Quick wins that can be deployed in days using existing tools.
Custom Automation
Deep integration into your proprietary workflows.
" The assessment gave us a clear picture of where AI could actually move the needle — not just a list of tools, but a prioritized roadmap we could act on immediately.
Attain Finance

Ready to find out where AI fits?

Book a 30-minute intro call. We'll scope the engagement and answer your questions.

Book a Call →
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