The Data and AI Consultancy for Private Capital
We design, build, deploy, and advise on the systems that make funds faster, sharper, and more competitive across the entire investment lifecycle.
$50B+ AUM
New York based defense and software sector-focused buyout
$100B+ AUM
London based enterprise software specialist European platform
$20B+ AUM
Boston based middle-market industrials and business services focused buyout
$30B+ AUM
New York / London based healthcare and financial services transatlantic platform
$50B+ AUM
New York based defense and software sector-focused buyout
$100B+ AUM
London based enterprise software specialist European platform
$20B+ AUM
Boston based middle-market industrials and business services focused buyout
$30B+ AUM
New York / London based healthcare and financial services transatlantic platform
$40B+ AUM
Invested in AI tools but not seeing the return
$40B+ AUM
Big ambitions, slow or messy progress
$40B+ AUM
Ready to move from fragmented experimentation to real centralized infrastructure
$40B+ AUM
Need technical partners who understand fund operations
Operational Areas
Operational Alpha through Data & AI
We help funds transform how they operate, across every stage of the investment lifecycle.
Fundraising
Expand LP coverage and accelerate closes
Investor relations teams are running manual outreach, working off stale CRMs, and missing follow-ups. We help funds move from reactive fundraising to systematic LP acquisition. Better targeting, complete pipeline visibility, and more time spent on relationships instead of data entry.
Origination
Drive proprietary deal flow and deeper screening
Deal teams are buried in inbound email flows, manually extracting CIMs
and teasers, spending time processing instead of building conviction. We help funds connect the dots across market intelligence, internal data, and past deals so your team focuses on high-fit opportunities, not data wrangling.
and teasers, spending time processing instead of building conviction. We help funds connect the dots across market intelligence, internal data, and past deals so your team focuses on high-fit opportunities, not data wrangling.
Due Diligence
Deeper analysis, stronger conviction, faster decisions
Insights from past deals are locked in old memos and departed colleagues' heads. Data rooms are chaotic. Memo creation is a formatting exercise, not an analytical one. We help funds build conviction from their full institutional memory. Every deal benefits from every deal that came before it.
Portfolio Management
Automate reporting and detect early signals
Reporting takes weeks. Portfolio company data arrives by email. Performance issues surface too late. We help funds move from reactive reporting to real-time portfolio intelligence. Board-ready insights on demand, with early warning when something needs attention.
Our Offerings
How we work with you
Every fund is different. Some start with a diagnostic. Some know exactly where they need help. Wherever you are, we meet you there.
1
Planning
2
Experimenting
3
Stabilization
4
Scaling
5
Leading
AI Diagnostic & Enablement
Assess your data, systems, and workflows. Identify what's broken, what's possible, and where to start. Train and enable your teams to be AI-Native.
1
Planning
2
Experimenting
3
Stabilization
4
Scaling
5
Leading
Data Infrastructure & Ontologies
Build the data foundation that makes everything else work. Pipelines, integrations, and a data model designed for how your fund operates.
1
Planning
2
Experimenting
3
Stabilization
4
Scaling
5
Leading
AI Workflows & Applications
Embed AI into your team's daily workflows, leveraging the best of what's available and custom-building where it matters.
1
Planning
2
Experimenting
3
Stabilization
4
Scaling
5
Leading
Ongoing Advisory & Optimization
Stay engaged as your fund evolves. Adapt, optimize, and scale what we've built together.
About us
Who We are
A 25-person team of engineers and operators with backgrounds across AWS, Stanford, Lazard, Blackstone, EY, and Accenture. We bring together deep technical expertise and private capital domain knowledge in a way that's hard to find under one roof.
We're senior, nimble and high-touch. Forward Deployed Engineers working with you at the cutting edge.
The future belongs to funds whose systems learn faster than their capital compounds