AI workflows for private fund managers

    The nature of AI is to do it yourself. We'll help you do it right. Your team builds the workflows your firm runs on, inside our governance layer, with us alongside to plan, review, and keep them right.

    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 how your firm operates today, help your own team build the highest-impact workflows inside our governance layer, and keep them right as AI and compliance requirements change. You own everything that gets built, and it runs in your own cloud.

    How we work

    Decide where AI pays off, build it inside the governance layer, keep it right.

    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 the AI initiatives with the largest financial impact, and review each one with our compliance partners. Optional, and recommended.

    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

    Your team builds the workflows in the tools they already use, inside our governance layer, with us setting direction and reviewing the work before anyone relies on it. When you want more done for you, we build alongside you. Every workflow runs in your own cloud, so you own it.

    Workflows firms build with us.

    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.

    How the build works
    Building a workflow
    03

    Support

    We stay part of your team. Every workflow is tested on a schedule, kept current as models change, and recorded in a compliance file that is ready when an examiner or investor asks. We train your people as the team and the workflows change.

    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. A written policy is not enough. Firms need the review steps, output testing, and records the policy assumes. Our governance layer provides them for every workflow your team builds, 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