AI Implementation Services for Canadian PE, VC & Family Offices

Rapid AI Assessment.

The fastest way to know exactly where AI will pay back inside your fund.

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Rapid AI Assessment

1–2 weeks

A site visit, structured interviews with your key team members, and a written report with three to five ranked AI use cases — each with a scoped build estimate and projected ROI.

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From concept to production.

A structured process for building custom software — scoped, designed, and delivered.

1
Discover

Discovery & Scoping

1–2 weeks

We learn your business inside and out — your workflows, pain points, data landscape, and goals. You get a detailed project scope and architecture proposal, so you know exactly what we're building and why.

Book a Discovery Call
2
Design

System Architecture & UX

2–3 weeks

We design your CRM or application from the ground up — data models, AI integration points, user flows, and security architecture. You review interactive prototypes before a single line of production code is written.

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3
Build

Development & AI Integration

4–8 weeks

We build your system with production-grade code, integrate AI where it creates real value — smart automation, intelligent search, predictive insights — and deploy on secure infrastructure you control.

Get a Proposal
4
Launch

Deployment & Training

1–2 weeks

We launch your system, train your team hands-on, and ensure everything runs smoothly in production. Post-launch support included to handle any adjustments as your team gets up to speed.

Start a Project

Not sure where to start?

Book an intro call and we'll recommend the right starting point for your firm.

Book Intro Call