AI workflows for private fund managers

    We plan, build, and support the AI workflows your firm runs on, each one designed to maximize ROI and support compliance.

    Book an intro call How we work

    What we do

    New Clarity works with private equity firms, real estate investment managers, and other mid-market private fund managers. We map out how your firm operates today, build the workflows that have the largest financial impact, and maintain them so you stay up to date with emerging AI technology and associated compliance requirements.

    How we work

    Strategic planning, AI workflows with measurable ROI, and continuous support for AI adoption.

    Start where it makes sense for your firm.

    01

    AI Strategic Planning

    We interview key team members, map your current business processes, identify the areas for improvement, design AI workflows with maximum financial impact, and build them in collaboration with our compliance partners.

    Business first

    We rank every candidate workflow by measurable return and start with the ones that pay back fastest, so the plan is driven by your business.

    Compliance reviews

    Our compliance partners review your current processes and each proposed AI initiative against your regulatory obligations and current SEC guidance on the use of AI.

    Learn more about AI strategic planning
    Audit and planning session
    02

    Build

    Each workflow we design stands on it's own with measurable ROI, so you never have to commit beyond the current initiative. The workflows run on your own cloud environment, meaning you own the IP and you are never tied to a particular vendor.

    Deal Intake

    AI agents to analyze inbound deals, create structured records, and produce a first-pass screen against your criteria.

    Portfolio management

    Agents to collect and analyze operating partner reports, with exceptions and discrepancies flagged for human review.

    Investor relations

    Agents to draft responses for due diligence questionnaires and investor requests. Nothing ever goes out without a human review and approval.

    What we build
    Building a workflow
    03

    Support

    We work as part of your team keeping you ahead of the AI adoption curve, maintain the workflows, and keep the compliance file current as AI technology and compliance guidelines evolve.

    Compliance file

    The inventory of AI tools, output test results, vendor reviews and training records.

    AI advancements

    Keeping you ahead of the AI adoption curve so you're never falling behind or starting over.

    How support works
    Ongoing workflow supportTeam training and support

    Why it matters

    Investors and examiners now ask how AI is used.

    Investors are adding questions about AI to their due diligence questionnaires, and examiners are asking about policies and supervision around AI. Firms need more than a written policy. It is important to have the review steps, output testing, and vendor file the policy assumes. The workflows we deliver address these needs, and together they form a compliance file your compliance officer and counsel can use in an examination or an investor's operational due diligence.

    Human review

    Before anything reaches an investor or an investment decision.

    Action records

    Every input, output, and approval, retained under your schedule.

    Output testing

    Run on a schedule with the results recorded