The situation
A mission investment team overseeing a large portfolio needed to move from AI curiosity to working practice. It also needed a defensible, repeatable way to make a recurring, judgment-heavy investment decision that had always depended on institutional memory.
What we did
We designed and delivered workshop series for the internal team and for the organizations it funds, built around their real documents and real workflows rather than generic examples. Separately, we built a decision-support engine that structures the analysis behind a specialized investment vehicle, including a precedent layer drawn from the institution’s own decision history.
Where it stands
Workshop series running through 2026. The decision engine is in use with the internal working group and moving to a sector pilot.