A 6-week paid engagement that maps your firm’s data, processes, and economic surface to deployable AI worker opportunities, with an investable case for each. We do this before we build, not after.
Most AI vendor engagements start with a pilot. We start with diligence on your data infrastructure, processes and metrics, because a pilot without that diligence is just a demo.
CIOs, COOs, CFOs, managing partners, and principals across firms that manage, administer, service, allocate to, or hold alternative assets.
When the firm has decided AI is on the roadmap but doesn’t yet know which workers, where, or in what order.
Three ranked worker opportunities with sized economics, deployment plans, and a clear go/no-go for each.
The engagement is fixed-scope. No discovery creep, no surprise change orders. Each phase has named deliverables, named owners, and a gated handoff.
We sit with the teams that touch the documents — fund accounting, tax, investment ops, reporting, deal or acquisition teams — and map the work. Not what the org chart says they do. What they actually do, what they look at, and which artifacts they produce on a clock.
Why this phase: the cost of a worker isn’t in the model; it’s in the document graph the worker reads. If we don’t understand the documents, the pilot fails.
We take the operational map and put numbers on it, hours, fully-loaded cost, error rates, season concentration, audit drag. We rank every candidate worker by economics and by deployability, not just by demo appeal.
Why this phase: AI is a unit-cost decision. If we can’t size the savings against the deployment cost, the firm shouldn’t buy anything yet, and we’ll tell you that.
For the top three candidates, we write a deployment plan, sequenced, staffed, and budgeted. We present to your leadership, IC, or board in their own format. You leave with a document your leadership can sign off on.
Why this phase: a recommendation that doesn’t survive your IC is worthless. The readout is built to survive it, vendor-agnostic, sized, sequenced, with risks named.
This is not an associate-staffed engagement. The team that runs your readiness is the team that has run real deployments, and the fee is credited against any production deployment you sign with us in the following year.
Every engagement is led by an Aktus partner with prior experience as a controller, tax partner, insurance investment lead, or senior allocator. They are supported by a research engineer who has shipped production workers, and a deployment lead who has run them at SOC 2 Type II.
The engagement runs inside your perimeter. We do not take your source documents, ledgers, or client data out of your environment. Working sessions are conducted under your standard NDA and SOC 2 controls.
A fully-written report your leadership or board can read and act on. Sized, sequenced, and vendor-agnostic.
A quarter-by-quarter sequencing recommendation across your top three opportunities, including dependencies and risks.
A 12-month window to convert the engagement fee into deployment dollars, with no obligation to do so.
A scoped pilot is six weeks away. Begin with the work that makes the pilot worth doing.