Accendo Impact Investors AI Circle | AI Circle Intensive

Two Mornings on AI
Across the Investment Lifecycle.

The AI Circle Intensive is practical AI training for impact investors, open to people at impact funds and foundations who want to move AI from personal use into their fund’s process. It runs over two mornings in the same week, two and a half hours each, and walks all eleven stages of the investment lifecycle, read for an equity fund, a debt fund and a grantmaking foundation. You leave with your own lifecycle marked up, one stage run to a working result on your own material, a platform annex for the AI assistant you use, a ten-minute role map and six months of AI Circle membership. USD 750 per person.

En español

Built for People Who Use AI
and Want a Method They Can Repeat.

In our work with impact funds, most people have learned AI on their own, one task at a time. An associate finds a faster way to screen a deal. A partner starts drafting memos differently. Because none of it is written down, colleagues learn the same things again, and the fund has no clear answer when a limited partner asks how it uses AI.

The Intensive is for the individual who wants to change that in their own work. It suits investment associates, portfolio and impact managers, and operations leads who already use an AI assistant and want to apply it across more of the investment lifecycle, with checks they can trust.

Over five hours you mark up where AI could help in your own role, test one stage on your own material, and leave with a view of whether your fund would gain from taking the work further as a team in an AI Circle cohort.

Each Block Ends With You
Working on Your Own Material.

Both days run the same shape. Roughly eighty-five minutes taught, a ten-minute break, then fifty-five minutes of work on your own fund. You finish each day with something you built.

Day one, taught
Stages one to six, from formation through origination, screening, preliminary investment committee, diligence and structuring. Each stage is compared on four questions: the unit of work, the decision test, the instrument of control, and the heaviest recurring work.
Day one, worked
You mark up your own eleven-stage lifecycle. Which stages your fund actually runs, which are outsourced, which carry the heaviest recurring work, and which two you would change first. That marked map is the first output you take away.
Day two, taught
Stages seven to eleven, from closing through value creation, fund administration and reporting, exit and wind-down, then the same eleven stages read three ways, for an equity fund, a debt fund and a grantmaking foundation. Where the readings diverge is where most method gets lost.
Day two, worked
You take one stage off your marked map and run it to a working result on your own documents, with the verification checks applied before the output is used. That result is the second output you take away.

What You Take Away
From the Two Mornings.

Your marked lifecycle map
All eleven stages, marked for your own fund, with the two stages you would change first identified and the reason recorded.
One working output
A single stage run end to end on your own material, with the prompt, the result, and the checks you ran on it before using it.
The platform annex
A short annex naming the ChatGPT and Microsoft Copilot equivalent of every function demonstrated, prepared for whichever assistant you told us you use.
The ten-minute role map
A one-page exercise you can run with your own team to establish who does what with AI today, before deciding what to change.
Six months of AI Circle membership
The AI Circle skills and agents library, the InvestTech list of tools sorted by deal stage and team function, and the member newsletter, webinars, summits and check-ins, for six months from your Intensive. The membership is yours as the attendee.

Taught at the Workflow Level,
Demonstrated in One Tool.

The method is platform-neutral. What changes between assistants is where a function sits and what it is called, not whether the workflow can be run. The teaching is therefore done at the workflow level, and the demonstration is run in Claude so that it stays concrete.

The registration form asks which assistant you use. Every attendee receives an annex naming the ChatGPT and Microsoft Copilot equivalent of every function shown. The worked halves of both days run on whatever your organization has already approved, so you are not asked to install anything or to work around an administrator setting during the session.

Set Your Baseline comes before the Intensive. It is a free one-hour session, held on Mondays at 07:00 New York, that sorts out tool access and the interface basics. If you have never set up a project or a skill, take that hour first so the Intensive starts with the setup already done.

An AI Circle cohort comes after it. A cohort takes a fund team through the same eleven stages over nine working sessions in about six weeks, on the fund’s own documents, with up to four team members and twelve months of membership. Cohorts are built for impact fund managers with USD 100 million to USD 500 million in assets under management, counted across all their funds. Teams from five funds completed the first cohort between July and September 2026: SPE Capital, the Accion Digital Transformation Fund, elea, LocFund Next and Shell Foundation.

If your fund takes a cohort place within ninety days of your Intensive, up to two Intensive fees are credited in full against the cohort fee. The credit cannot be combined with a referral code.

Ten Seats a Session,
07:00 to 09:30 New York.

Three dates are open. Tuesday 13 and Wednesday 14 October 2026, Monday 9 and Tuesday 10 November 2026, and Thursday 10 and Friday 11 December 2026. All run 07:00 to 09:30 New York on each of the two mornings. In October that is 06:00 Bogotá, 12:00 London, 14:00 Nairobi, 16:30 Mumbai and 19:00 Singapore. In November and December, after the clocks change in New York and London, it is 07:00 Bogotá, 12:00 London, 15:00 Nairobi, 17:30 Mumbai and 20:00 Singapore. Seats are capped at ten so that everyone has time to work on their own material.

Registration and payment happen together on this form. The fee is USD 750 per person, paid by card at the last step, and includes six months of AI Circle membership. Your seat is confirmed when the payment goes through, and the calendar invitation, the joining link and the platform annex for whichever assistant you use follow within one business day. If none of the dates work, choose that option and the payment step disappears, so you can still tell us to keep you posted.

A seat is for one named person. If you cannot make the dates you booked, tell us before the session starts and we will move you to any later Intensive within ninety days. Fees are not refunded in cash. Registering means you accept our Terms of Service.


Buying two or more seats for one organization? Write to aicircle@accendoassociates.com and we will invoice you by bank transfer instead.

Common Questions, Answered Directly.

USD 750 per person, paid by card on the registration form above, including six months of AI Circle membership. If one of our partners has given you a referral code, enter it on the form and the price is USD 650. For two or more seats from one organization we invoice by bank transfer instead.

Five hours in total. Two and a half hours on each of two mornings in the same week, 07:00 to 09:30 New York. All three pairs run on consecutive days. There is no pre-read beyond the AI readiness survey linked in your confirmation email and a twenty-minute written primer sent with the calendar invitation, and no homework between the two mornings.

Yes. The teaching is done at the workflow level and the demonstration is run in Claude so it stays concrete. Every attendee receives an annex naming the ChatGPT and Microsoft Copilot equivalent of every function shown, prepared from the answer you give on the registration form. The worked halves run on whatever your organization has already approved.

Tell us before the session starts and we will move you to any later Intensive within ninety days. A seat is for one named person and fees are not refunded in cash.

You work in your own AI account, and Accendo has no access to it. We recommend a company account on a business or enterprise plan, because commercial plans do not use customer content to train models by default. Before any document goes in, apply a simple test. Public material needs no sign-off. Confidential fund material needs a named partner’s approval. Personal or regulated data is a decision for your legal and compliance team. We are glad to sign a mutual confidentiality agreement before the session.

Anyone who runs a stage of the investment process: investment associates and principals, portfolio and impact managers, and the people who run fund operations and investor reporting. Partners who want to see the whole method before committing a team are welcome. Each seat is for one named person.

Yes. The Intensive is open to individuals from any fund, accelerator or foundation, and it is the natural starting point for smaller funds and early-stage investors, since AI Circle cohorts are built for managers with USD 100 million to USD 500 million in assets under management. Larger managers usually build AI capability in-house, and Accendo supports them through its advisory services. Funders who want a program for their portfolio companies can commission a portfolio program. Contact us.

Yes, and for two or more seats we invoice the organization by bank transfer rather than taking four separate card payments. Write to aicircle@accendoassociates.com with the names and we will send the invoice.

The Intensive is the end-to-end walkthrough on its own, open to individuals, with no invitation required. An AI Circle cohort takes a fund through the same eleven stages over nine working sessions, on the fund’s own documents, with up to four team members. The Intensive includes six months of AI Circle membership. If your fund takes a cohort place within ninety days, up to two Intensive fees are credited in full against the cohort fee.

You need an account you can sign into and the ability to upload a file. If either of those is uncertain, take Set Your Baseline first. It is free, runs for one hour on Mondays at 07:00 New York, and exists to get exactly that sorted. You can register here.