Services · Third Foresight

01

AI Enablement

Most firms have already bought the licenses and are getting generic answers back. The tools are not the problem. Nothing underneath them was ever set up, so the firm's own material stays out of reach, its methodology appears nowhere in the system, and the output reads like it could have come from anyone.

Enablement for Investment Firms

We find the workflows worth automating and build the foundation that makes them hold: a firm's documents and deal history made reachable, its own methodology encoded rather than approximated, governance and guardrails settled before capability reaches the wider team. Automation and agentic workflows follow from there, in the order the firm can actually absorb them.

We do not sell a platform and we do not resell anyone's tools, which means the recommendation is whatever fits. What we hold ourselves to is measurable: hours returned to the people doing the work, and output a partner will put in front of a committee.

Platform Builds for Operators

For operators who need software to support a materially higher valuation, we build it: discovery and stakeholder interviews, product requirements, architecture, production deployment. Phase one can be scoped on its own.

Every build is engineered to pass Big 4 technical diligence on exit, because that is where it will be judged. The commercial logic is direct. Acquirers pay 8 to 12x EBITDA for technology-enabled businesses and 4 to 6x for pure-service operators, and the platform is the difference.

02

Due Diligence

The same engineering depth, turned on someone else's business. We have been on both sides of this process, which means we know what your counterparts will find before they find it.

Operational Due Diligence

Full institutional ODD on fund managers: governance and organizational structure, operational controls and NAV procedures, valuation methodology, treasury and liquidity, IT infrastructure, cybersecurity posture, business continuity. Benchmarked against ILPA 3.0, IPEV valuation guidelines, and IFC operational standards.

You receive an ODD summary report, a conditions precedent framework for investment committee review, and recommended side-letter protections. Track-record numbers are recomputed independently from position-level data rather than taken from the DDQ, and we deliver a verdict rather than a list of observations.

Technical Due Diligence

When a valuation rests on a technology claim, we tell you whether the claim is architectural or cosmetic, what it is actually worth, and what it would cost to make it true. Architecture, data ownership, engineering depth, AI governance, security, and whether the moat is real or merely early.

The answer is a direct one, in writing, in time to price it. Our published view on how that distinction moves a multiple is in Perspectives.

03

Data and AI Foundations

AI runs at the speed of a firm's data. In most firms that data sits across systems that were never meant to talk to each other, which puts the bulk of what the firm knows out of reach of the tools it is paying for. Structure before agents.

Data Architecture

We architect the warehouses, marts, and lakes that downstream AI actually consumes, with the governance and lineage that make one version of the truth traceable, and the semantic layers and metadata that let a model read it intelligently. Unstructured material, the pitch decks and legal files and reports where most of the value hides, comes into the same structure.

We size it to the firm. A warehouse that implies a full-time administrator is the wrong answer for a fifteen-person team, and we will say so rather than sell it.

Confidential and Regulated Environments

Where material cannot touch a general-purpose tool, we design the architecture that keeps it inside the firm's control: sovereign and hybrid deployments, model-training exclusion, data sovereignty across jurisdictions, and the vendor agreements and retention policies underneath. Cybersecurity is a partner-level capability here, not something we subcontract.

The point is not to restrict the team. It is to let them use AI across research and diligence while the confidential material stays where it belongs.

What we do.