Apply AI within the investment process.
Define the source records, evaluation criteria and human review before introducing a model.
Inspect the opportunity and its terms.
The opportunity connects its terms, source note and mandate assessment to the family’s existing portfolio. Its £4m proposed cheque is part of the concentration calculation.
Give the model the relevant evidence
An investment workflow needs the family’s current mandate, existing holdings and relevant decision history. A model can use that context only when the records are available, correctly linked and appropriate for the question. Fluent output does not establish that the underlying case is complete.
Separate preparation from approval
Use explicit calculations for investment arithmetic and retain source references for extracted or summarised information. Assign a reviewer to proposed financial changes and investment assessments. Define what the model may prepare and which actions remain subject to human approval.
Distinguish the demo from the implementation
The public experience uses explicit screening rules, financial calculations, source search and an authored resource guide. It demonstrates the proposed workflow. Live model-assisted processing requires a separate agreement on data access, evaluation, cost and review controls.
