The Impact Investors
AI Circle
A community of impact fund managers using AI to move capital to impact faster, with the governance their LPs expect.
Pourquoi maintenant
Move Capital Faster With the Team You Have
AI shortens the four tasks that take most of a fund team’s week, so capital reaches portfolio companies sooner at the same operating cost.
Sélection
First-pass review of every inbound deal against your thesis
Investment papers
IC memo drafts built from your own templates and data
Suivi
Portfolio reports read, compared and flagged for follow-up
LP reporting
Quarterly letters and impact data drafted from fund records
The Fund AI.OS
Your Fund Builds Its Own AI Operating System
Your team works on its own deal files. It leaves with working AI tools for screening, investment papers, monitoring and LP reports, and the rules to govern them. The system stays with the fund when people move on.
- 1Level 2: Agents and automations
Workflows that run on a trigger, such as pipeline screening or monitoring alerts
- 2Level 1: Skills and prompts
Tested skills your team runs in Claude, Microsoft Copilot or ChatGPT
- 3Governance: AI council and rules
A small AI council that makes the judgment calls, with a use policy, data rules and review standards your LPs can see
How funds join
Build Your Fund’s AI System in Six Weeks
Your team builds on its own deal files, alongside a small group of similar funds, and the fund keeps everything it builds.
AI Circle Cohort
Your fund leaves with
- Working AI tools for screening, investment papers, monitoring and LP reports
- A design for your first automated workflows
- Your AI policy, data rules and AI council, with a one-page statement for your LPs
Six weeks with three of your team. Twelve months of membership.
Priced by assets under management. Paid in US dollars before the first session.
AI Circle Intensive
Two mornings to map your own investment lifecycle and run one stage on your own material. Six months of membership, and the fee credits against a place in the next Cohort.
Membership Keeps Your System Current
New skills every month
Ready-made skills and workflow templates for each stage of the fund lifecycle.
AI rules in your markets
Quarterly updates on AI and data rules in the countries you invest in.
Policy kept current
Quarterly updates to the AI policy template, with a prompt to refresh your own.
Peers twice a year
Member check-ins in June and December, plus Accendo Signals and summits.
LPs and funders can commission a program for their own team or their portfolio.
Cohort results
Readiness Rose 23% in Six Weeks
Equity funds, a debt fund and a foundation took part.
average readiness rise across four measures, from 2.81 to 3.47 out of 5
Le plus grand changement pour nous a été de passer de « comment chacun peut utiliser l’IA » à « comment le fonds lui-même peut travailler autrement avec l’IA ».
Ghassen Seghaier, Vice President, SPE Capital
Works in the tool you already use
Microsoft Copilot, ChatGPT or Claude.
Your data stays with you
Each fund works in its own AI accounts. We never need access to your files.
Equity, debt and foundations
Any team with an investment committee or equivalent body.
Start With a 30-Minute Call
Tell us where your fund is with AI. We will suggest the right way in.