Fund Creation & AI Fund Management Adoption

Designing the Next Generation of Investment Vehicles

We support emerging fund managers, institutions, and family offices in designing and launching sophisticated, globally compliant investment structures.
From strategy to execution, we help you build a fund that is operationally sound, commercially compelling, and aligned with long-term institutional standards.

What We Do

We provide end-to-end advisory for clients looking to establish new investment vehicles across venture capital, private credit, private equity, deeptech funds, and thematic mandates.

Core Capabilities

  • Fund Blueprint & Strategy Design
    Define thesis, mandate, geography, sector focus, and competitive positioning.

  • Entity Formation & Regulatory Navigation
    Guidance across UK, US, EU, and offshore structures (including GIFT City, Cayman, Delaware, Luxembourg).

  • Operational Architecture & Governance
    Set up investment committees, GP/LP structures, policies, reporting frameworks, and compliance processes.

  • Capital Formation Strategy
    LP segmentation, narrative development, data room preparation, and LP outreach roadmap.

  • Financial & Economic Modeling
    Carry structure, fee models, fund economics, scenario modelling, and waterfall design.

  • Ecosystem & Pipeline Development
    Build deal flow systems, diligence frameworks, and cross-border sourcing capabilities.

  • Policy, ESG, & Impact Integration
    Align fund design to UNSDG frameworks, transition finance, sustainability mandates, and regulatory expectations.

Modernize Your Investment Operations with Applied AI

AI is reshaping how investment firms source deals, conduct diligence, manage risk, and communicate with LPs. We help funds and investment managers adopt AI thoughtfully, safely, and strategically - building the infrastructure for the next generation of asset management.

Core Capabilities

AI Strategy & Operating Model Design

  • Assessment of current processes, data maturity, and workflows

  • Identification of high-impact AI use cases in sourcing, diligence, reporting, and risk

Deal Sourcing & Intelligence Automation

  • Build automated pipelines scanning research, patents, financials, and global ecosystems

  • Deploy AI agents to gather and classify emerging opportunities across sectors and geographies

Due Diligence Enhancement

  • AI-assisted technical, competitive, and financial diligence

  • Risk scoring models, market mapping tools, and evidence-based analysis support

Portfolio Monitoring & Value Creation

  • Automated KPI tracking and performance dashboards

  • AI-driven forecasting, scenario modelling, and commercial strategy insights for portfolio teams

LP Reporting & Communication Automation

  • AI-enabled report drafting, data summarisation, and quarterly update generation

  • Governance frameworks ensuring accuracy, traceability, and compliance

Compliance, Governance, & Risk Control

  • Implementation of frameworks aligned with SEC, UK FCA, EU AI Act rules

  • Cybersecurity considerations and data-handling protocols

Team Upskilling & Change Management

  • Workshops for investment teams, partners, and operations staff

  • Best practices for safe, high-impact AI use in investment processes