Use cases
Focused on workflows where the return is clear
Not every AI use case is worth pursuing. We focus on the ones that map clearly to real workflows, save meaningful time, improve output quality, or raise team capability in a durable way.
Investment & deal workflow support
Use AI to accelerate first-pass drafting, preparation, and synthesis while keeping human judgment in control at every decision point.
Client type: PE firm
Deal screening memos
First-pass screening memos drafted by AI from publicly available data and internal templates, reviewed and refined by analysts.
Client type: M&A advisory
Diligence preparation
AI-structured diligence question sets and management briefing documents based on deal type, sector, and historical precedents.
Client type: Credit fund
Meeting preparation briefs
Automated meeting prep packs drawn from internal research notes, prior meeting summaries, and public filings — structured by AI, reviewed by the deal team.
Client type: Advisory team
Follow-up and action tracking
Meeting transcripts processed by AI to extract action items, open questions, and structured follow-up summaries routed to the relevant team members.
Research & synthesis
Use AI to consolidate large volumes of material into structured summaries, briefing packs, issue lists, and comparison views — reducing the manual consolidation burden on analysts.
Client type: Asset manager
Sector research consolidation
AI consolidation of fragmented internal notes, broker reports, and external data into structured sector briefing documents — searchable and consistently formatted.
Client type: PE fund
Earnings call and filing synthesis
AI-generated summaries of quarterly results, filings, and call transcripts for portfolio companies — structured by the same template each period.
Reporting & recurring deliverables
Use AI to reduce the manual burden of recurring packs, updates, management materials, and narrative-heavy reporting — improving consistency and freeing time for higher-value work.
Client type: PE firm
LP quarterly reporting
AI drafts portfolio company commentaries and fund-level narrative based on structured MI inputs and approved prior-period templates — reviewed and approved by IR.
Client type: Credit fund
Board and IC materials
Structured AI assistance for recurring board and IC pack sections — narrative writing, data consolidation, and consistent formatting across periods.
Finance & back-office process support
Use AI to improve recurring finance and operations workflows, internal documentation, and accounting-adjacent process work — reducing friction without removing professional oversight.
Client type: Finance team
Internal process documentation
AI-assisted drafting and maintenance of internal process documentation, procedure notes, and control narratives — structured and kept current.
Client type: Fund operations
Reconciliation and review support
AI-assisted document comparison, exception flagging, and reconciliation review support — reducing the volume of manual checking for operations teams.
Team training & adoption
Help teams move from inconsistent personal usage to clearer standards, reusable workflows, and better practical output — reducing trial and error and raising the baseline across the team.
Client type: Investment team
Role-specific AI training programme
Structured training sessions for analysts, associates, and VPs — covering AI use in deal prep, research, drafting, and knowledge retrieval, with practical exercises in real workflows.
Client type: PE / credit firm
Internal AI playbooks
Development of internal AI usage playbooks covering approved tools, prompt templates, review standards, and workflow guidance — giving teams a consistent internal reference.
See a use case that fits your workflows?
We can run a diagnostic to identify the highest-value AI opportunities within your specific operating context.