Start small. Prove value. Then scale.
Three engagements, in sequence — each de-risks the next. You never commit to a build before an audit has shown where it pays.
Audit
For funds who suspect AI could help but want a clear, costed map before spending on a build. No lock-in — the roadmap is yours to act on with us or anyone.
- 01Map the workflow
We sit with your deal and portfolio teams and document how screening, diligence, IC and reporting run today.
- 02Mark the gains
We identify where AI creates measurable time or quality gains — and, honestly, where it doesn't.
- 03Size & prioritise
Each opportunity is costed by effort and impact, then ranked so the order of work is obvious.
- 04Deliver the roadmap
A short, prioritised, costed plan you can act on immediately.
A short, prioritised, costed roadmap.
1–2 weeks · on-site & remote · fixed fee.
2–4 quantified quick wins identified — with clear payback before any build, and zero lock-in.
Sprint
For funds ready to build one or two high-value workflows and see gains inside a quarter — on the tools you already use, not a new platform.
- 01Scope from the roadmap
We pick the highest-ROI workflows from the audit and agree the scope before a line is built.
- 02Build on your stack
We implement inside the tools you already run — no migration, no new platform to adopt.
- 03Train the team
Analysts and partners learn the workflow hands-on, on live deals — not in a slide deck.
- 04Document & hand over
You own the workflow, the prompts and the documentation. Nothing is a black box.
Working workflows, documentation & team training.
3–6 weeks · fixed fee, agreed up front.
IC memo first drafts from a weekend to ~30 minutes. Screening time down ~40%. Gains inside a single quarter.
Retainer
For structures running Keel-built workflows who want them tuned, supported and improving as the team, the thesis and the models change.
- 01Tuning & support
We keep workflows sharp as your data and priorities shift, and answer the day-to-day questions.
- 02Model watch
We track new model releases and fold in the gains that matter to your workflows.
- 03Analyst onboarding
Each new hire is brought up to speed on your workflows — productive in days, not weeks.
- 04Monthly ROI review
A short monthly read on usage and measured impact — so the value stays visible.
Minor tweaks and support are included. Major new builds are scoped as separate Sprints — so you always know exactly what you're paying for.
Monthly · cancel with notice.
Workflows that stay current · a standing read on impact.
Built on your terms, and no one else's.
Zero data retention
Your data is never used to train models, and nothing is kept beyond the engagement.
Nothing to public models
Deal information is never sent to public consumer endpoints. Ever.
Isolated environments
Each fund runs in its own isolated environment, under NDA from the first call.
Governance on your terms
Access, retention and audit are configured to your policies — not ours.