Firm knowledge
One governed retrieval layer across documents, calls, deals, decisions, and institutional memory.
ACE / PRIVATE CAPITAL
Advisory + deployment
AI for the
private capital
industry.
AI advisory and deployment for private equity funds, investment banks, M&A boutiques, family offices, and PE-backed portfolio companies.
Firm knowledge, deal context, and workflow rules pass through a model and a named human review gate to produce a governed operating system.
SYSTEM READY
HUMAN GATE / REQUIRED
- MODE
- Advisory + deployment
- MARKET
- Lower-mid and mid-market
- DESIGN
- Human-gated systems
- ENTRY
- Diagnostic
01POSITION
Direction first.
Deployment second.
Frontier models are not an operating strategy. ACE identifies the few workflows worth changing, proves the value case, and builds the system around the way your firm actually works.
02METHOD
QUESTION → SYSTEM → MEASURED OUTPUT
A deployment process
an IC can interrogate.
01 Diagnostic OUTPUT / RANKED MAP
Map the work, the friction, the information flow, and the people already carrying the process.
- Input
- Workflows + constraints
- Gate
- Process owner
02 Value case OUTPUT / DECISION CASE
Test economic upside against feasibility, adoption cost, risk, and the current alternative.
- Input
- Value + feasibility
- Gate
- Executive sponsor
03 Blueprint OUTPUT / BUILD SPEC
Define the data, interfaces, permissions, review logic, and operating owner before code becomes the constraint.
- Input
- Data + controls
- Gate
- System owner
04 Deploy & measure OUTPUT / WORKING SYSTEM
Build, supervise the launch, establish the baseline, and improve the system against real usage.
- Input
- Build + live workflow
- Gate
- Human review
03SYSTEMS
ADVISORY / BUILD / MANAGE
What we put
to work.
KNOWLEDGE LAYER
Deal intelligence
Screening, diligence, modelling, and IC workflows built around the actual investment process.
Portfolio operations
Reporting, KPI visibility, and operating workflows that reduce reassembly and surface exceptions sooner.
Managed AI agents
Agents and agentic workflows with explicit permissions, evidence, and review states.
04MARKET
LOWER-MID / MID-MARKET
Built for
private capital.
The work changes by firm. The standard does not: systems must fit the investment process, preserve judgment, and earn their place in the operating model.
- 01Private equity fundsDEAL + PORTFOLIO
- 02Investment banksEXECUTION + KNOWLEDGE
- 03M&A boutiquesORIGINATION + DELIVERY
- 04Family officesPRINCIPAL LEVERAGE
- 05PE-backed companiesOPERATING VALUE
05WORK
SELECTED OPERATING RECORDS
Evidence with
the context attached.
TAKING THE PRINCIPAL OUT OF HIS OWN CRITICAL PATH
Nine systems across acquisitions, private credit, property, diligence, and firm memory.
Measured in July 2026 on live systems only. The value figure uses UK market rates for comparable analyst and advisory work.
- 350
- hours returned
- ~890
- hours / year at measured pace
- £64,080
- annual market value
AN OPERATING SYSTEM FOR THE INVESTMENT FUNCTION
A working twelve-module system evaluated against the firm’s own portfolio and pipeline data.
The product connected pipeline, scoring, diligence, modelling, IC materials, portfolio visibility, and LP reporting. It was evaluated as a working system, not presented as a production outcome.
- $4.5B
- approx. AUM context
- 16
- firm holdings seeded
- 21
- live pipeline deals seeded
06CONTROLS
ASSURANCE / PER ENGAGEMENT
Controls belong
inside the system.
ACE ASSURANCE LAYERCONTROL PLANE / 01
Data handling
Structured around how firm information is accessed, processed, and retained.
Access control
Permissions and oversight designed around the people and workflows inside the deployment.
Human review
Named review gates for outputs where judgment, evidence, or accountability matter.
CONTROLS / SCOPEDTERMS / CONTRACTEDREVIEW / NAMED
07EXECUTION
Architecture stays accountable.
Our architects hold the client relationship, the diagnosis, the architecture, and the quality bar. Engineering capacity is drawn per build and works under that method and review.
The result is a deployment that can scale without asking the client to absorb the risk of a firm learning to build as it goes.
Build your
AI advantage.
Start with the workflow that matters enough to measure.
Book a discovery call