Can you run a session for the investment team only?

Yes, and it is the natural starting point. The team day for the deal team, then a half day for portfolio operations and IR once the first workflows are in use.

How do you handle data-room material in the room?

We do not need live deal material to teach. Sessions run on the team’s real document types with sensitive detail removed, or on a closed deal the GC has cleared, and the guardrails for live work are agreed before the day.

Do you work with portfolio companies as well as the fund?

Yes. The same session shape works for a portfolio company’s leadership or operating team, and the AI Champions Programme is designed for the operating partner who wants adoption to travel across the portfolio.

All industries

AI training for

Private Equity and Venture Capital

Faster reading. Sharper judgement. Across the whole firm.

Most of your people already use ChatGPT, Claude or Copilot on their own. We turn that into one way of working the partners trust, inside the data-room NDA, in IC prep and in portfolio reporting.

Book a call What we train on

Tell us what is holding the business back. We’ll tell you what we would do about it, and whether it is worth doing.

People seated around a long table in a modern room, listening.

Why this sector

How AI training works for private equity and venture capital firms

Returns come from judgement applied to dense reading: information memoranda, management accounts, board packs, legal drafts. The assistant does the reading and the first pass of structure. The judgement stays with you. The day is built on that line.

Deal team, portfolio operations, IR, finance, legal and compliance each get workflows on their own documents, with guardrails the CFO and GC have signed off.

Functions we build for

Deal and investment teams
Portfolio operations and value creation
Investor relations and fundraising
Finance and fund operations
Legal and compliance

What we train on

Workflows built on the documents your week already contains.

Structured first-pass summaries of CIMs, management presentations and data-room documents, with the questions they raise listed for the team
Sector mapping and origination research from fragmented public signals, written up in the firm’s own screening format
Stress-testing an investment thesis: the strongest counter-arguments, the assumptions that carry the model, the diligence questions that follow
Board pack and monthly reporting synthesis across the portfolio, with margin and cash signals surfaced consistently
DDQ and RFP responses drafted from the firm’s approved answer bank, with every change tracked
Investor updates and LP letters drafted in house style, from the numbers the finance team has already signed off
IC memo preparation: sharper synthesis, a challenge pass, and a clean follow-through list

The shape of a typical day. Yours is built from a survey of the people attending.

Built around your rules

The guardrails a session in this sector is designed around.

Data rooms and NDAs: What can and cannot leave the data room, and what an enterprise assistant does and does not retain. Agreed with the GC before the day.
MNPI and information barriers: How AI use fits inside the firm’s existing controls on material non-public information and deal-team separation.
FCA and fund documentation: Where drafted material touches regulated communications, the review step stays human and stays recorded.
Portfolio company data: Whose data it is, where it is allowed to sit, and how the same rules travel with a workflow into a portfolio company.

Not legal or regulatory advice: the frameworks we agree the day around with your compliance, legal or data owner, written on one page.

Tools in play

Taught inside the tools this sector already uses.

Copilot
ChatGPT

Excel
PowerPoint
Outlook
Teams

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Training formats

A day for your team. A programme for your organisation.

Team workshop

One practical day focused on your team’s own tasks. Built around a short call and a participant survey.

Organisation programme

Training across teams, delivered in cohorts. Sessions tailored to different roles, with leadership and champion support where needed.

Leadership and champion sessions are available alongside either format.

At your offices or our London offices in Wembley.

A clear price before you commit.

Priced per workshop or programme, based on team size and preparation.

If your team tells us on the day it wasn't useful, we don't invoice.

Discuss team training

For one person, or a few of you:join an open session

Questions

Questions we expect from private equity and venture capital firms.

Can you run a session for the investment team only?: Yes, and it is the natural starting point. The team day for the deal team, then a half day for portfolio operations and IR once the first workflows are in use.
How do you handle data-room material in the room?: We do not need live deal material to teach. Sessions run on the team’s real document types with sensitive detail removed, or on a closed deal the GC has cleared, and the guardrails for live work are agreed before the day.
Do you work with portfolio companies as well as the fund?: Yes. The same session shape works for a portfolio company’s leadership or operating team, and the AI Champions Programme is designed for the operating partner who wants adoption to travel across the portfolio.

Further reading

Free to read.

Governance

An AI usage policy for a UK organisation: what to put on one page

9 min read

Tools

Copilot, ChatGPT, Gemini or Claude: how to choose an assistant for a team

5 min read

Measurement

How to measure whether AI training worked: three numbers at week four

6 min read

Twenty five prompts your team can use today The policy template and the week four review sheet