Impact Investors AI Circle | Set Your Baseline

Everyone has an AI tool, but is it set up well?

Set Your Baseline is a free one-hour session, held live once a week for up to ten people. You leave with your tools and account access sorted, one working result you built yourself, and three handouts you can use without us. We ask you to complete a short AI readiness survey before the hour, and there is no obligation to join anything afterward.

Register for a session → What happens in the hour
Why this session exists

Most Funds Are Not Set Up Correctly.

AI use inside funds has spread fast. Teams already use it for market tracking, deal screening, data room analysis and diligence support. Most fund teams have AI accounts, but rarely the same kind. One person is on a free tier, another is on the company plan, a third signed in with a personal address, and at least one has file upload or connectors switched off by an administrator without knowing it.

Understanding varies just as much. Almost everyone can type into a chat box. Far fewer have set up a project, built a skill, or could explain an agent workflow, so prompts get rewritten from scratch each time and nothing adds up to a team standard.

These “engines running at different speeds” show up in the work product. The same question put to two people produces two different answers, work gets redone, and nobody can say what the fund’s method is.

The hour

One Hour to Help Set You Up Well.

We introduce the AI concepts behind a well set-up workspace and walk through each step live. The walkthrough uses Claude so it stays concrete, and the annex gives the ChatGPT and Microsoft Copilot equivalent of everything shown.

00-15
Set up the tool and account, including the organization settings an administrator controls.
15-30
Tour the three features most people miss (projects, skills and workflows): what each one does and when to use it.
30-50
Build one prompt live, section by section, and check the output against the verification card. You leave with a working result of your own.
50-60
The two paths, and questions. A short overview of the AI Circle Intensive and the AI Circle Cohort, so you can tell which one fits you and your fund.
What you take away
A working result
A prompt you built during the hour, and a way to check what it produces.
Three handouts
A verification card, a plain-language glossary of projects, skills and workflows, and an annex naming the ChatGPT and Microsoft Copilot equivalent of every function shown.
Monthly skills newsletter
Tick the box on the registration form if you would like the monthly skills newsletter.
Where this sits

The Accendo Impact Investors AI Circle is a peer community where impact investors in equity, debt and grantmaking learn about AI together, share what works, and explore collaboration on investing and fund design. Membership comes with the AI Circle Intensive or the AI Circle Cohort. Set Your Baseline is the free first step.

Current AI Circle members:

Register

Mondays, Ten Places a Session.

Sessions run once a week on Mondays at 07:00 New York (with DST 12:00 London, 14:00 Nairobi, 16:30 Mumbai and 19:00 Singapore. After DST ends, from 2 November, it is 12:00 London, 15:00 Nairobi, 17:30 Mumbai and 20:00 Singapore).

Places are capped at ten so there is room to sort out each person’s setup on the spot.

Tell us a little about your setup so the hour is useful to you, and we will confirm your place by email within one business day, with the calendar invitation and the Zoom link. Every registration is confirmed by hand, so nothing is final until that email arrives. The session is free and there is no obligation to join the AI Circle Intensive or the AI Circle Cohort afterward.


Questions before you register? Write to aicircle@accendoassociates.com.