Is AI worth it for your firm, and how would you know?
Family offices, hedge funds, private credit, private equity, venture firms: the industry is moving past AI experimentation, and the hard part is knowing what will actually pay off. We understand both how investment firms operate and how to build with AI. Our focus is the operations side of the firm, and the investment process stays yours.
Private equity firm or portfolio company? Private equity has its own page: AI for Private Equity →
AI transforms the day-to-day.
The highest-return AI work at a fund or firm is rarely glamorous: it's the slowness and manual effort around research production, post-trade processing, and firm reporting. That's where we focus.
Research & deal process
Memos, call notes, diligence support, and workflow automation built on the firm's own materials. Analysts and deal teams spend their time on judgment and conviction, not on assembly, formatting, and re-reading what the firm already knows.
Post-trade & fund operations
Allocation and commission breaks, trade reconciliation, and the recurring exception hunt. Agents surface the breaks instead of your team hunting for them, so ops reviews exceptions rather than re-checking everything.
Business & team productivity
Meeting capture, reporting packs, investor and LP reporting, and firm-wide summarization. The operational reporting that consumes COO and IR time gets assembled continuously instead of rebuilt for every cycle.
Governance & AI expense
A living AI policy framework that stays compliant, safe, and investor-ready as the technology moves, plus expense management: tracking token and tooling spend, measuring utility, and keeping costs under control.
Proof, not promises: a ~60% cut in annual software spend at a private-capital firm. Read the case study →
Intro call, then discovery, then project work.
The same three steps as every Soligence engagement, and every step is designed to transfer capability: custom systems are handed to your team, not held as a dependency on us. Discovery for a fund covers architecture, tool and model selection, cost and token spend, performance, and security posture, and ends with a written report and proposed next steps.
Built for new launches. Focused on operations.
Launching a new fund?
New launches are the natural adopters: lean teams, no legacy systems, and every incentive to build the operating stack around AI from day one. Discovery shows concretely how: which workflows to automate first, what to buy vs. build, and how to stay investor-ready while doing it.
Focused on operations, not the investment process
We focus on the process, operations, and productivity side of the firm, and your investment IP, models, signals, and research edge stay your own. We recommend Solena where it fits the firm's relationship and deal work, and build or buy the rest with the tools that serve the firm best.
Start with an intro call. Leave with a straight answer.
Tell us where the operational drag is: research production, post-trade processing, or reporting. Tell us whether you're evaluating plans or already building, and we'll tell you honestly whether AI is worth it for your firm right now.
Intro call
30 to 45 minutes. You describe the bottleneck; we tell you honestly whether AI is the right lever and what discovery would cover. No slide deck, just a working conversation.
Discovery
Two to four weeks. We interview your team and review the workflows, data, and controls, then deliver a readout, a written report on where AI can help, and a priced proposal: for each project, its cost, the result it targets, how you’ll measure it, and when you can expect to see results. Starts at $5K, credited in full toward project work that begins within 60 days.
Project work
Custom software and modernization by our AI Factory, the senior engineering team and agent workflows behind every custom system we ship. Structured as a fixed-scope sprint, a multi-phase build, an ongoing operations partnership, or fractional AI leadership.
Most AI Factory engagements follow this pattern. Solena is an annual subscription with its own path: a conversation, a demo, signing, then implementation and setup. See how we work.