Use AI across
your fund.
Deliberately.
A seven-session working group for managing partners and investment directors at impact and emerging market PE funds. We help you govern AI, build working tools, and lead your team from the front.
By nomination · capped at eight funds · no competing funds in the same room
Your team already uses AI.
When we first sit down with a fund, we tend to hear the same story. Analysts are drafting memos. Associates are working through data rooms. Confidential deal information is moving through tools the firm never formally approved. Nobody was careless. The technology moved faster than the way you work could keep up.
No governance at partner level
AI use is informal, inconsistent, and ungoverned. The firm has no policy covering what is permitted, who owns the output, or where the liability sits.
Confidential data in unvetted tools
Deal materials, LP information, and portfolio company data are moving through models hosted in jurisdictions your LPs have not approved and your compliance team has not reviewed.
No shared way of working
Individual team members have figured out their own approaches. There is no common standard, no verified output protocol, and no way to scale what is working.
LP expectations are sharpening
ESG and responsible investment commitments mean how you use AI matters to your LPs, not just whether you use it. Most funds have no answer ready.
A working group.
Not a course.
We built the Impact Investors AI Circle as a working group. The members are curated and no competing funds will be in the same room. Over six-seven weeks we move through the full scope of how your fund operates — from how you run deals to how you report to LPs, monitor the portfolio, and add value to the companies you back. Every session opens with a problem you are probably already sitting with, and ends with something you can use.
Built for funds large enough
to need governance, small enough
to have no AI function yet.
The Circle works best where real AI use is already happening but has not yet been shaped into a way of working. That is the gap we close.
The right size
Large enough to run a dedicated deal team. Small enough to have no internal AI function and no budget to build one. That is exactly who we built this for.
LP sensitive
Your ESG and responsible investment commitments mean how you use AI matters to your LPs. You need an answer, not just a policy document.
Real usage already
Your team uses AI informally. The gap is not familiarity. It is the distance between what they do and how you want it done.
The extremes
If your team has no AI exposure at all, you need something more foundational first. If you already run a dedicated AI function, you are past what we do here.
When your team in Lagos, Cairo, or Jakarta loads confidential deal materials into a model hosted in Virginia, there are real questions about jurisdiction, liability, and what you owe your LPs that still have no clean answers. If you invest across Africa, the Middle East, Latin America, or South and Southeast Asia, we raise this directly. Most general AI advisers will not.
Seven sessions.
Each one produces something you can use.
The structure is consistent across cohorts. The worked examples change to reflect the funds in the room, drawing on your geography, your sector, and your LP base.
* Session 7 runs when the cohort includes funds with live portfolio company demand for AI support. We confirm this through the readiness questionnaire before Session 1.
The complete session-by-session breakdown
The business problem behind each session, the AI principle we teach, and how the loop between sessions works. We send it as a download the moment you submit the readiness questionnaire.
Seven working assets.
Not course materials.
We explain the thinking behind every tool in the sessions, so your team learns when to use it and when not to. That is what makes it last. You come away understanding the conditions, not just the output.
Fund AI Tools Inventory
AI tool use mapped across all eight deal stages, with data risk classification and governance gap flags.
Investment Team AI Use Policy
Permitted tools, data classification rules, and liability boundaries, adapted to your jurisdiction.
LP Report Drafting Workflow
Prompt sequence and template for financial narrative, impact metrics, and portfolio updates.
Diligence & Verification Toolkit
A five-step document analysis and three-step IC model audit, with a partner sign-off protocol.
Fund AI Tool Configuration Kit
System prompt, knowledge base structure, and behavioural constraints for a persistent fund AI environment.
Portfolio Early Warning Blueprint
Workflow architecture and five stress signal definitions calibrated to your portfolio sector mix.
Portfolio AI Playbook
Company-specific opportunity maps ranked by readiness and impact, plus a sector transformation playbook.
We explain the thinking behind every tool, so your team learns when to use it and when not to. You come away understanding the conditions, not just the output.
Invitation only. Capped at eight.
No competing funds in the same room.
The founding cohorts are forming now. In place of a fee, we ask each fund to nominate one fund manager they know and rate, before the first session. If your nomination is not in by the opening session, the place does not hold. This is how we keep the quality and the trust of the group high. The Circle works because everyone in it was vouched for by someone already in it.
We curate every cohort to avoid competitive overlap. We will not put funds investing in the same geography and sector in the same room. We ask about your investment focus and geography in the questionnaire for exactly this reason. The material itself — how you govern AI and design workflows — is not competitively sensitive. The conversation only works when you can speak openly, so we protect that.
A direct word on what
seven hours covers.
The funds that get the most from us know exactly what they are buying: a strong starting point and a peer group, not a full AI programme. When you want to go further, we are here for that once the Circle ends.
FAQ
The readiness questionnaire
is the next step.
Before we confirm any place, we send a short readiness questionnaire. It asks where your fund uses AI today, your jurisdiction and investment focus, and whether the timing works for you. It also unlocks the full curriculum for you to read.
Request the readiness questionnaire →