Workshops
Plan your first agent workflows with us
Practical, no-slides sessions for fund finance, operations and compliance teams. You leave with a plan you can act on.
Formats
Pick the session that fits your team
- 60 minutes
Executive briefing
For partners, CFOs and COOs: where agents can safely take on fund-operations work today, and what controls you need first.
- Half day
Workflow design session
With your finance and ops leads: map one workflow end to end, decide where approvals sit, and size the opportunity.
- 90 minutes
Controls workshop
For compliance and risk: approval matrices, audit evidence and how to answer LP due-diligence questions about AI.
What we cover
A typical design session
- 1Where your team’s hours go today
- 2Which work agents can prepare, and which must stay with people
- 3Approval gates and audit requirements for each step
- 4A shortlist of first workflows, with effort and payoff
Book a session for your team
Tell us who’s attending and what you want to solve, and we’ll shape the session around it.