Fundraising & Capital Formation
Our Services
We identify where AI removes cost and where it quietly adds risk.
Every engagement begins with a scoping conversation. If a smaller package is the right starting point, we will say so.
AI can shorten the distance between a target allocator and a first meeting. It cannot manufacture a relationship, and it cannot make a fund look like something it is not. We work on three things: allocator intelligence your team will actually maintain, because intelligence nobody updates is worse than none; DDQ and RFP drafting your placement team can put in front of a consultant without rereading every line; and raise reporting that tells the partnership where the raise is stuck. All of it rests on CRM data that is usually thinner than firms expect. Where the data will not support the work, we say so before you spend.
Targeting, Drafting and Reporting
Allocator intelligence is the first half. We build and maintain profiles of institutions, consultants and family offices against their published mandates, commitment history and staff changes, and keep them current without an associate doing it by hand. The useful output is not a database. It is a briefing before a meeting that says what this allocator has funded recently, who has left, what they asked the managers they saw last, and which of your partners holds an actual connection. Maintenance is designed in, because an allocator list decays the moment nobody owns it.
The second half is documents. We build a governed answer library from your existing DDQs, RFPs, side letters and past submissions, so a new questionnaire returns a drafted response with each answer traced to its approved source and flagged where that source is stale. The same library holds the narrative steady across the deck, the PPM and the data room. Drafting is the machine's work. What the fund promises an allocator is signed off by a person, every time.
allocator mandate tracking
ddq answer library
consultant coverage mapping
meeting preparation briefs
raise pipeline reporting
A raise that compounds
The Diagnostic looks at your CRM before anything else: who is in it, how stale the records are, whether meeting notes are written where anyone can find them, and whether commitments and passes are recorded against a reason. It also covers where DDQ answers live and who may approve them. It ends with a plain statement of what your data will support this raise and what it will not.
The Pilot takes one workflow, usually the answer library or briefing packs for a defined allocator segment, with a named owner in the capital formation team and a measure set in advance. Build connects that workflow to the CRM and document store you already use, with approval steps in the path rather than beside it. Run keeps the answer library current between raises, which is when it is most often allowed to rot.
Diagnostic: audit the CRM, the answer library and who may approve an answer
Pilot: one workflow, a named owner in capital formation, a measure agreed in advance
Build: connect to the CRM and document store, with approval in the path not beside it
Run: keep the answer library and allocator records current between raises
