AI Audit

A rigorous AI audit of your investment process.

Scope your audit

We map where AI delivers the most ROI across your entire investment lifecycle.

SourcingDue diligenceInvestmentManagementExitAIApplications

Sourcing

  • Deal identification & screening
  • Predictive targeting
  • Market intelligence

Due diligence

  • Document analysis
  • Risk assessment
  • Scenario modelling

Investment

  • Valuation & forecasting
  • Fundraising & LP insights
  • Decision support

Management

  • Portfolio monitoring
  • Talent & HR analytics
  • Personalized reporting

Exit

  • Buyer identification & targeting
  • Exit scenario simulations
  • Automated sales materials

AI Readiness Scorecard

A quantified readiness score across data, tooling, talent, process, and adoption — with a clear gap analysis showing exactly where you stand and what is holding you back.

Tooling & Enablement Plan

The right tools to adopt and integrate for each opportunity, plus hands-on enablement so your team actually uses them — set up with sensible defaults for access and data handling so it stays secure, without a compliance project.

Executive Readout + Roadmap

A live readout with your partners and a costed, phased roadmap — sequenced quick-wins first, each with a named owner, so your pilots reach production instead of stalling.

How it works

1Week 1

Discover

Structured interviews with 5–7 stakeholders, plus a review of your tech stack, data, and tooling.

2Week 2

Score & prioritize

We score your readiness across data, tooling, talent, process and adoption, then rank AI opportunities by business impact and feasibility.

3Week 3

Read out

A costed, phased roadmap delivered live to your partners, backed by a written report you can circulate.

Most firms start here

Firm Audit

For the investment firm itself.
  • AI readiness scorecard: data, tooling, talent, process, adoption
  • Tooling & enablement plan for each opportunity
  • Ranked AI opportunities across your deal lifecycle
  • Costed, phased implementation roadmap
  • Live executive readout + written report
2–3 weeks · Fixed scope · Pricing on requestScope your audit

Portfolio Audit

For PE firms and family offices with portfolio companies.
  • Everything in the Firm Audit
  • Portfolio-company AI assessment
  • Value-creation roadmap across portfolio companies
  • Cross-portfolio benchmarking
  • Expanded recommendations with timelines
3–4 weeks · Fixed scope · Pricing on requestScope your audit
The full audit fee is credited toward any implementation you commission afterward. You're not paying for a report — you're paying down your build.
Every engagement runs inside your environment. No data leaves your systems.

Not sure which audit fits?

Email us a line about your firm and we'll recommend the right starting point.

Email Us

Ready to build? The audit fee credits toward any custom software we ship for you.