Impact Investor’s AI Circle AI Readiness Survey This short survey captures where your fund stands on AI before the Circle begins. We are referring here to generative AI tools used in day-to-day fund work. Your responses will help us understand where your fund is starting from, identify the most important capability gaps, and shape the Circle around the issues that matter most in practice. They will also help us group participants with peers at a similar stage, so discussions are more relevant and useful from the start. Time required8–10 minutes Who should complete itEach participating team member How to answerRate what is true today, not what is planned Rating scale 1 Not accurate — not in place and not started 2 Slightly accurate — early discussion or isolated effort 3 Partly accurate — in progress but inconsistent 4 Mostly accurate — in place with minor gaps 5 Completely accurate — established, consistent, and documented Please do not share your personalized survey link. Responses will be used to shape the Circle and group participants with peers at a similar stage. Information is handled under Accendo’s privacy policy. Section 1: Respondent profileAbout youName *Job Title/RoleEmail Address *Phone *Section 2: Fund informationAbout the fundFund NameWebsiteFund size *Include assets and under management across all funds you manageUnder USD 25MUSD 25M to 100MUSD $100M to $300MUSD $300M to $500MOVER USD $500MInvestment team size *Fund geography *GlobalAmericas: BrazilAmericas: LACAmericas: MexicoAmericas: USAAfrica: Sub-SaharaAfrica: MENAAfrica: South AfricaAsia: ChinaAsia: India and SouthAsia: South EastEurope: EasternEurope: WesternGCCSection 3: Your Use of Artificial Intelligence Today(we are referring to Generative AI here)Your fund's AI use today *No useTeam uses AI chat (OpenAI, Claude, etc)Using 3rd party investment tools with built-in AIPiloting AI agentsUsing AI agents extensivelyIf you do, in which cases do you use AI today? *Do not useMarket researchDue diligenceDeal sourcingInvestment memo draftingPortfolio monitoringInvestor reporting and LP updatesImpact measurement & reportingInternal knowledge search (notes, docs, research)OtherDo you have an AI use policy? *Approved tools onlyMixed approved and unapproved useNo formal policy yetDimension 1: Strategy and leadershipOur fund has a written statement of how AI supports our investment strategy and business goals. *12345A named partner or senior leader is accountable for AI adoption at the fund. *12345AI appears on the partnership or management committee agenda at least quarterly. *12345We have allocated budget, in money or dedicated staff time, to AI initiatives for the current year. *12345Dimension 2: Fund operations and use casesWe currently use AI tools in at least one core workflow *12345We have written down specific AI use cases tied to measurable outcomes, such as time saved, cost reduced, or quality improved. *12345At least one AI use case has moved beyond pilot into routine, everyday use. *12345We track whether our AI tools deliver the benefits we expected. *12345Team members use approved AI assistants under clear guidance on what they may and may not do. *12345Dimension 3: Data architecture and security readinessThe data we need for investment decisions sits in systems we can search and query, not scattered across email and personal drives. *12345We rarely encounter missing, duplicated, or incorrect data in our core systems. *12345Portfolio company data arrives in a consistent, structured format we can analyse without manual rework. *12345We have clear rules on what data may and may not be shared with third-party AI tools, vendors, or external models. *12345Dimension 4: Talent and cultureMost of the team can use AI tools confidently for everyday tasks such as drafting, summarising, and research. *12345At least one person at the fund has hands-on experience building AI workflows or working with data, beyond basic tool use. *12345We have provided structured AI training to staff in the past twelve months. *12345New tools and ways of working are adopted by the team rather than resisted. *12345Dimension 5: Governance and responsible AIWe have a documented AI use policy covering acceptable use, data privacy, and confidentiality. *12345High-stakes outputs, such as investment decisions and external documents, always receive human review before use. *12345We assess AI tools and vendors for privacy, confidentiality, security, and contractual data-use terms before approval. *12345We have a clear escalation path when an AI-generated output is inaccurate, inappropriate, or creates a confidentiality concern. *12345Dimension 6: Impact measurement and reportingWe have identified where AI could reduce the manual effort in collecting and verifying impact data. *12345We use AI or automation in at least one part of impact data collection, analysis, or reporting. *12345Our impact data is structured enough for AI tools to work with, using consistent indicators, definitions, and formats. *12345We have considered how our own use of AI aligns with our responsible investment commitments. *12345Dimension 7 Portfolio engagement and stewardshipWe ask about AI readiness (data, technology, talent) when we conduct due diligence on new investments. *12345We have discussed AI opportunities or risks with at least some portfolio companies in the past year. *12345We can identify which portfolio companies are most exposed to AI-driven disruption in their markets. *12345We offer, or plan to offer, AI-related support to portfolio companies (e.g., introductions, tools, training, or capital). *12345Your priorities and barriersName the one workflow you would automate first if it worked reliably.What is the single biggest barrier holding your fund back on AI (e.g., strategy, data, talent, governance, budget, or something else)?In the next 90 days, what would make the Circle a clear success for you?Consent *Confirm that all information provided is accurate.Submit answers
