A constellation of the fund workflows BrainLake trains teams on and automates: deal screening, CIM analysis, IC memos, diligence, portfolio monitoring and LP reporting.

Deal screening CIM analysis IC memos Diligence Portfolio monitoring LP reporting

AI enablement for alternative assets

We train your team.
We build your automations.

BrainLake teaches alternatives fund teams to use AI properly in their own work, then designs and builds tailored agents that automate your existing workflows for you.

What BrainLake does

BrainLake is an AI enablement partner for private alternative asset managers. We do two things: train your investment team to work fluently with AI, and build the tailored agents and automations that run your repetitive work.

01

Training

Get the team fluent, then keep them current.

  • Full-day, hands-on sessions at your offices, calibrated to your team’s current level and your live workflows.
  • Over half the day spent working on real financial documents, not slides.
  • A continuous learning platform afterwards, so the capability compounds instead of fading by Friday.
More on training ↓

02

Automation builds

We turn your repetitive workflows into tailored agents that run end to end.

  • Custom agents and firm-specific assistants. Single-agent for tight tasks, multi-agent where the work crosses steps or data sources.
  • Built around the tools your firm already uses. No new platform to migrate to.
  • Each build scoped and priced separately, and you sign off the design before we build.
More on builds ↓

Training that holds up on Monday morning

BrainLake training is a full-day session, in person at your offices, calibrated to your team’s current fluency and run on the kind of documents your team works with every day.

The day

In person at your offices, 09:30 to 18:00, with breaks and a proper lunch threaded through. Morning for fundamentals, afternoon for building.

  1. 09:30Welcome + the AI landscape
  2. 10:00Core concepts + setup
  3. 11:00The art of prompting
  4. 11:50Right tool, right job
  5. 12:55Preventing hallucinations + QA
  6. 14:30AI in your everyday documents
  7. 15:35Custom skills + workflow automation
  8. 16:40Agent build
  9. 17:30Wrap-up + next steps

The platform: in the room, then after it

The platform runs through the training day itself: it is the tool your team works in during the hands-on sessions. After the day it stays with your team, so the learning keeps going as tools and techniques change.

Solutions Library

Library

Pre-built prompt and agent workflows for alternatives investing, organised by task: financial data extraction, model assembly, research synthesis, memo drafting, portfolio monitoring. Pick what fits and tailor it to your firm.

Prompt Improver

Feedback

Real-time feedback on the quality of your prompts, skills and agents, with help rebuilding them when the output is not good enough.

Training Courses

Courses

Structured courses with progress and levels, plus refreshers as new tools and techniques emerge. Built for people with day jobs.

Plus Q&A support while your team puts it into practice, and periodic update sessions as tools and techniques change.

Agents that run the work end to end

BrainLake builds custom agents, firm-specific assistants and end-to-end automations for fund workflows, so your team reviews output instead of assembling it.

What we build

We build the automations your team actually needs: the document-heavy, format-specific work that repeats every deal and every quarter. The point is time. Hours back each week for the work that needs your team’s judgement, not their evenings.

How we work

We scope the workflow with you, build around the tools your firm already uses, and deliver against your actual priorities. Data sources and access are agreed explicitly at the design stage, and builds run inside your firm’s existing controls. Each solution is scoped and priced separately, so you always know what you are buying and why.

Seven stages. An output at every one.

You should never have to wonder where a build stands. Every stage ends with something you can see.

  1. 01

    Initial scoping

    Agree the problem, the success criteria, and the rough shape of the build.

    Agreed scope
  2. 02

    Technical scoping

    Our engineering lead runs the full technical questions: data sources, integrations, edge cases.

    Technical spec and architecture
  3. 03

    Design

    Finalise data flow, output templates, and integration points with your existing tools.

    Signed-off design document
  4. 04

    Build

    Build the workflow, agent logic and output formatting against the agreed design.

    Functioning pilot workflow
  5. 05

    Pilot and test

    Test with your team. Iterate on output quality and edge cases.

    Tested workflow plus feedback
  6. 06

    Refinement

    Fold in pilot feedback, harden edge-case handling, finalise output formats.

    Launch-ready workflow
  7. 07

    Launch

    Roll out with handover and documentation.

    Live system, full handover

Let us know which workflow you would like to automate

25 minutes. We will tell you honestly whether it needs training, an automation, or neither.