Put AI to work.
Keep control of the record.
We custom-build AI for funds: private workspaces for confidential work, repeatable workflows with human review, and a saved record of every step.
The right AI for the right kind of work.
Every task fits one lane. We help you sort what goes where, and you approve every step.
Approved assistants
One approved AI tool for public information, with written rules.
- Enterprise terms, training disabled
- Plain-English rules on what goes in
- Ready-made prompts for your common tasks
- Training by role
Repeatable workflows
The recurring work, done the same way every time, with a human check.
- Pulls only from approved sources
- Human review before anything is used
- Same steps, same format, every run
- A saved record of every run
Private AI workspace
For anything under NDA or confidential.
- Runs inside your own environment
- Outside models never see your files
- Every answer cites the source document
- Your compliance team approves the setup
Every AI-assisted task leaves a trail you can show compliance.
When someone asks how a piece of work was done, you answer from a saved package, not from memory.
What was asked
The request, in the user's own words, with date and person.
Which tool answered
Which approved assistant, workflow or private workspace handled it.
Sources used
The public links, exports or private files the answer was based on.
AI's first draft
The model's output before any human edits, saved as produced.
Human changes
What the reviewer changed, removed or approved, and who did it.
Final record
Where the final version lives and who approved it.
What we might build for a fund.
Patterns, not client work. Each one is built around your data, your rules and your people.
A morning portfolio brief
Overnight news, filings and notes on your holdings, pulled from approved sources into one short brief. An analyst reviews it before it goes to the team.
A model and scenario assistant
Ask questions about your own models and run what-if scenarios in plain English, with the source for every number.
A private diligence workspace
Search and summarize confidential data-room files without them ever leaving your environment.
Approved sources in, a human check in the middle, a saved record at the end.
Book a 20-min callWhat compliance asks first.
Do you work with confidential data?+
Yes. We build private AI workspaces so confidential files never go to public tools. Your compliance team approves the setup, and we sign NDAs before we see anything.
Will our data be used to train AI models?+
No. Never, not by us and not by the tools we set up. Approved assistants run under enterprise terms with training disabled, and confidential work stays in a private workspace.
What happens when the AI gets something wrong?+
It will, sometimes. That is why every workflow has a human review step, answers cite their sources, and warning flags catch sensitive topics.
What does compliance get?+
Every AI-assisted task saves what was asked, which tool answered, sources used, the AI's draft, human edits and where the final lives. One package, designed to support your recordkeeping and supervision process.
Are we locked in?+
No. Everything we configure is documented and belongs to you: tools, prompts, workflows, records. The setup is model-agnostic, so you can change vendors without starting over.
Tell us what your team does all day. We'll show you what to hand off.
A short, NDA-friendly call. You describe how the work gets done today, we point out where AI fits, and where it does not.
NDA-friendly. No obligation. Or email hello@cleverfoxailabs.com