SERVICES: AI SKILLS LIBRARY
Your CRM already holds what your team needs. The Skills Library puts it to work across deal, BD, IR, portfolio, and operations teams, shaped by your criteria, your sourcing model, and your rules.
Off-the-shelf AI doesn’t know your firm.
These skills start from it.
Analysts and BD teams lose hours to data entry and reporting, time better spent on research and relationships. Each skill is a ready-made workflow for that work, and during setup we capture how your firm invests, sources, and stores its data, so every output reflects your firm, not a generic template.
A Head Start for Every Team
80 ready-made skills, built for the workflows private capital teams already run.
Each one is a starting point we tailor to your firm during install, so your team can put them to work right away and spend more time on research, relationships, and the judgment calls only people can make.
Built Around Your Firm Partner
Skills work from your investment criteria, sourcing model, and data, so every team runs AI workflows the same way.
Consistent, firm-specific outputs mean your team can make decisions faster and with more confidence.
Built on 4,500+ Projects Team
Our consultants have seen how 1,500+ private capital firms and investment banks actually work.
We mapped the firm end to end, from sourcing to portfolio monitoring, and built skills for the workflows most worth automating, plus a team that stays with you after go-live.
A few examples of what the skills produce.
Here are a few of the 80 skills, run on sample CRM data. Every skill in the library works the same way: from your records, shaped by your firm’s profile.
Screen inbound deals against your investment criteria
Checks every new deal against the criteria your firm sets and against what you’ve actually closed. Each call comes with its evidence and a suggested next step your team approves.
- Flags deals priced above your line, by dollar gap
- Catches live sale processes before deadlines pass
- Shows when your criteria would have refused deals you closed
See where your pipeline loses deals, and why
Shows how many deals die, at which stage, and for what kind of reason, so partners can adjust screening, bidding, and coverage with the numbers in front of them.
- Kill rates by stage, source, and banker
- Quarter-over-quarter trends in why deals die
- Flags pass reasons that don’t match how far a deal progressed
See where your pipeline loses deals, and why
Shows how many deals die, at which stage, and for what kind of reason, so partners can adjust screening, bidding, and coverage with the numbers in front of them.
- Kill rates by stage, source, and banker
- Quarter-over-quarter trends in why deals die
- Flags pass reasons that don’t match how far a deal progressed
Fix the records your decisions rest on
Finds wrong or missing values on the deals that matter and stages each correction next to its evidence. Nothing in your CRM changes until someone on your team approves it.
- Corrections drawn from each record’s own notes
- Approve or reject every change, one by one
- Separates bulk fixes from gaps only a person can fill
Walk into every meeting prepared
One page with everything on record about a counterparty: who they are, who’s in the room, what you last discussed, and what to raise. When the records disagree, that’s the headline.
- Every role a firm plays across deals and fundraising
- Recent interactions and what’s still open
- Points to raise, and what to confirm first
Walk into every meeting prepared
One page with everything on record about a counterparty: who they are, who’s in the room, what you last discussed, and what to raise. When the records disagree, that’s the headline.
- Every role a firm plays across deals and fundraising
- Recent interactions and what’s still open
- Points to raise, and what to confirm first
Want to see what the library could do with your firm’s data?
One library for every team at your firm.
Deal teams, BD, IR, portfolio operations, and the back office all draw on the same CRM data. One library supports each of them, so the value grows with every team that uses it.
Deal Sourcing & Screening
Deal team
Deal Evaluation & Execution
Deal team
Pipeline Management
Partners, deal team
Document Intelligence
Deal team, operations
Fundraising & Investor Relations
Investor relations
Relationship & Network Intelligence
BD, partners
Sell-Side & BD Execution
Bankers, BD
Signals & Market Intelligence
BD, deal team
Portfolio & Asset Management
Portfolio operations
Data Quality & Migration
Operations, CRM admin
Capture & Team Operations
Operations, whole firm
Built to grow with you
As you evolve, update skills on your own or with our help
Need more than the library?
We offer custom skill development for workflows unique to your firm, plus consulting on enhanced permission settings, token optimization, spend limits, and more, so AI runs securely and cost-effectively across your teams.
Don’t take our word for it, take theirs.
The full library, up and running quickly.
Every firm gets all 11 modules. We set them up around your teams, your data, and your rules, then train the people who’ll use them.
Week 1
Discovery
We learn what each team wants to ask and which data stays off-limits.
Weeks 1-2
Access
We set up permissions, connectors, and read and write rules, set per team.
Week 2
Firm setup
We install the library and capture your firm profile with your AI owner.
Weeks 2-3
Training
A firm-wide session, then power users. Both are recorded.
Week 3
Tune
We review usage and adjust access as your teams settle in.
