Impact Investors AI Circle · Set Your Baseline

Everyone Has an Account.
Almost Nobody Has a Setup.

Set Your Baseline is a free one-hour session, held live twice a week and capped at 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. There is no pre-read and no obligation to join anything afterward.

Most Funds Are Not
Set Up Correctly.

AI use inside funds has spread fast. People are already using it for market tracking, deal screening, data room analysis and diligence support.

Most people at almost all funds already have an AI account of some kind. One is on a free tier, one is on the company plan, one signed in with a personal address, and at least one has file upload or connectors switched off by an administrator and does not know it.

Understanding is just as uneven. Almost everyone can type into a chat box. Far fewer have set up a project, built a skill, or could say what an agent workflow is, so prompts get rewritten from scratch every time and little, if any, helps build team standards.

The result is uneven. The same question put to two people produces two different answers, work gets redone, and nobody can say what the fund’s method is.

One Hour to Help
Set You Up Well.

We introduce the AI concepts that give you practical steps to set up your environment properly. The walkthrough is demonstrated in Claude so it stays concrete, and you leave with an annex giving the ChatGPT and Microsoft Copilot equivalents of everything shown.

00–15
Set up the tool and account, including the organization settings someone else controls.
15–30
Tour project, skill and workflow, covering the three paths most people never find by scanning.
30–50
Build one prompt live, read back in parts, so you leave with a working result of your own.
50–58
The two paths, and questions. A short overview of the Circle and the AI Intensive, so you can tell which one fits your fund.
A working result
A prompt you built during the hour, and a way to check what it produced.
Three handouts
A verification card, a plain glossary of project, skill and workflow, and an annex naming the Microsoft Copilot and ChatGPT equivalent of every function shown.
Monthly skills newsletter
Everyone who attends will receive a monthly skills newsletter.

Accendo’s Impact Investors’ AI Circle is where impact investors in equity, debt and grantmaking come together to learn about AI, share what works, and explore collaboration on investing and fund design.

Current Circle members: SPE Capital, the Accion Digital Transformation Fund, elea, LocFund Next and Shell Foundation.

Mondays and Fridays,
Ten Places a Session.

Sessions run at 07:00 New York, which is 12:00 London, 14:00 Nairobi, 16:30 Mumbai and 19:00 Singapore. Places are capped at ten so there is room to sort out anyone’s setup on the spot rather than talk past it.

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 Circle or the AI Intensive afterward.


Questions before you register? Write to [email protected].