01
Deal sourcing and CIM analysis
Associates paste CIMs, financial models, and target-company decks into ChatGPT for synthesis. The contents land in the vendor logs, possibly used for training depending on the account type, and stay there.
AI for Private Equity
AI for Private Equity is already inside your deal flow. The LP DDQ is the question that lands first.
Deal teams paste target-company data into ChatGPT. IR drafts LP letters with Copilot. Portfolio companies run six AI tools each with no governance line connecting them. The next DDQ asks one question: how is AI being used, where does fund and portfolio data go, and who owns the answer. HIP installs that answer before the LP asks.
Where AI is already inside the fund
Four surfaces where AI is already running with no governance line.
AI risk in private equity commonly appears across four surfaces. Those surfaces can sit outside the IT inventory and create exposure before an LP DDQ.
The Audit checks whether AI is present across these surfaces and which one carries the greatest exposure.
02
IC memos and due diligence
Drafting agents accelerate IC packs and DD synthesis. The proprietary deal thesis and target-company financials are now inside model providers whose data terms nobody at the fund has read.
03
LP communications and IR
Quarterly letters, capital call narratives, and fund updates are AI-drafted. LPs reading them may ask how the drafts are produced and where the underlying data passed through.
04
Portfolio company AI sprawl
Portcos buy AI tools at the operator level. The fund has no visibility into which workflows are AI-touched, which vendors hold what data, or which exposure is on the fund’s reputational hook.
What HIP delivers
A defensible answer to the DDQ and operating throughput at the deal team.
01
Full AI inventory across fund and portcos
Every AI tool, account, embedded feature, and API integration mapped to the workflow that runs through it and the data class it touches. Refreshed quarterly under the Fractional CAIO engagement.
02
Governance line LPs can read
A one-document governance posture that holds in a DDQ: approved tools, data-class boundaries, sub-processor list, vendor DPAs, and the named owner of the line. Updated against ILPA and major LP DDQ templates.
03
Throughput plan for deal team and IR
Keep, fix, or kill verdict on every existing tool. Sequenced roadmap to compound deal-team capacity, IR drafting, and DD synthesis inside the governance line, not around it.
04
Portfolio AI cadence
Optional rollout to portcos. The fund installs the same governance template across portfolio companies so AI exposure does not propagate up from the operating layer.
Fit criteria
PE funds that fit cleanly, and the ones that do not.
Strong fit
- Mid-market PE fund with $500M to $5B AUM, or a multi-vehicle GP with similar deployed capital.
- Active deal team, IR function, and a portfolio of 5+ operating companies.
- LPs include institutions whose DDQs already ask about AI usage, or whose next cycle is expected to.
- Leadership wants the AI question answered before it is asked, not after.
Not a fit
- Pre-fund GP or fundless sponsor without an active deal program.
- Funds running zero AI today and with no intent to adopt; the Audit will not find enough surface to justify the engagement.
- GP looking for a vendor to broker AI tools into the fund.
Common questions
What GPs ask before the Audit.
How does this fit alongside our existing operations team or COO?
The Agentic AI Readiness Audit and Fractional CAIO sit above the technology stack, not inside it. Your operations team or COO continues to own the day-to-day. Josef owns the engagement personally. The work defines what tools are sanctioned, what data class can touch them, and what the governance posture is when an LP asks.
Does the Audit cover portfolio companies too?
Optional and scoped. The base Audit covers the fund (deal team, IR, back office). Portfolio-company extension can be scoped after the fund-level governance line is in place.
Will LPs see the output?
Yes, by design. The governance posture installed by the Audit is built to be DDQ-ready. The full inventory and roadmap stay internal; the policy and posture documents are designed to be shared with LPs, auditors, or regulators when asked.
How long does the Audit take and what does it cost?
Two to six weeks depending on fund size and portfolio extension. Entry scope starts from AED 55,000. Any Fractional CAIO scope is quoted in the Audit readout based on operating surface and entity count.
More sectors
Other regulated sectors where HIP fits.
Start
Find the blockers before agents touch production. Apply to work with HIP.
Every engagement begins with a short fit review and the Agentic AI Readiness Audit. The next step is decided after the Audit readout. If there is not strong mutual fit, we tell you directly.