The Impact Investors
AI Circle
Impact funds putting AI to work in their own operations, with a written policy and an LP governance statement that stay current.
Funds we work with include SPE Capital, the Accion Digital Transformation Fund, LocFund Next, elea and Shell Foundation.
AI Governance Cohort | December
Your Fund’s AI Policy and LP Statement in Three Sessions
Central banks are writing the AI rules for lenders. AI and data rules moved in 14 of the 15 emerging markets we track in 2026, and central banks made six of the eight changes for lenders. LPs have started to ask funds the same question about their own AI use.
Your fund leaves with
- Its own AI policy and data rules, reviewed by Prateek Shrivastava before year end
- A one-page AI governance statement for its LPs, with answers to the AI questions LPs now ask
- A framework and question set for the companies it backs, in a lender track or an equity track
- A guide for its team on open-weight, open-source and closed models
Three 90-minute online sessions on 1, 9 and 15 December, at 07:00 New York | 13:00 Central Europe | 15:00 East Africa | 17:30 India. The next run starts in January.
Reserve uma chamada de 30 minutosFor funds in the December run.
Includes twelve months in the AI Circle.
For one fund or fund family.
Source: AI-CDEM Heartbeat, Edition 1, Accendo Associates. Small groups, Chatham House rule, no deal data, and no direct competitors in one run.
Associação
Peers and Regular Updates That Keep Your Fund Current
Members are impact fund managers in equity, debt and grantmaking, working on the same AI questions. Membership runs for twelve months, with new material every month, a written update every quarter and a peer check-in every six months.
Peers twice a year
Member check-ins in June and December to compare what is working.
AI rules in your markets
Quarterly updates on AI and data rules in the countries of interest to you.
Policy kept current
Quarterly updates to the AI policy template, with a prompt to refresh your own.
New skills every month
Ready-made skills and workflow templates for each stage of the fund lifecycle.
Plus Accendo Signals every month, and AI Circle summits held alongside major events.
What your fund builds
Your Fund Builds Its Own AI Operating System
Each fund joins by building its own system on its own deal files: 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
Three Ways Into the AI Circle
A fund starts with its governance or its full AI setup, with up to three of its team. One person can start with the Intensive. All three include membership.
AI Governance Cohort
Three online sessions. Your fund leaves with its AI policy, an LP governance statement and a framework for the companies it backs.
USD 6,000 for funds that sign by 20 November.
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 to build it with three of your team, then 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.
An LP or DFI can sponsor a private AI Governance Cohort for up to six of the funds it backs (USD 40,000), or commission work for its own team.
Free and members-only
Start With the Free Tools, Join for the Rest
Anyone can use our public research and tools, for their fund or the companies they back. Members get the peers, the updates and the library.
Free for everyone
- AI-CDEM Heartbeat, a quarterly tracker of AI and data rules in 15 markets
- Impact Lender AI.OS, a free starter pack for the lenders you back
- Accendo Signals, our monthly note
- Mapa dos fluxos de capital of AI capital in emerging markets
- AI Circle webinars
Members only
- Peer check-ins in June and December
- Quarterly AI and data rules for the countries of interest to you
- Quarterly AI policy update, with a prompt to refresh your own
- O Fund AI.OS library, with new skills every month
- Best practice by segment, and invitations to AI Circle summits
Work for one fund on its own systems, such as automations or a portfolio program, is scoped and priced separately.
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
A maior mudança para nós foi passar de perguntar como cada pessoa pode usar a IA para pensar em como o próprio fundo pode trabalhar de outra forma com a 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.