How investment teams work
Investment operations
Applying AI to improve access to information, make processes more dependable and free up capacity for investment and client work.
For
- Family offices
- Wealth managers
- Private-market investment teams
Applied AI for investment firms and their portfolio companies.
Building AI into how you work.
We combine investment and commercial experience, our own technology and hands-on implementation. We help teams reduce manual work, improve operations and create more capacity for growth.
$2B+
In client family assets
Investment operations for a multi-family office across public and private investments.
6
Private equity portfolio companies
Supported by our team on go-to-market strategy and execution.
Founder-led
From assessment to implementation
Work directly with the people responsible for delivery.
Built on the systems you already run. Shaped around your business, your people and your priorities.
Areas of work
The work.
How portfolio companies grow
Commercial operations
Applying AI with private equity operating teams and portfolio companies to improve commercial decisions and execution, from go-to-market to growth.
For
- Private equity firms
- Operating partners
- Portfolio companies
Why Tapestry
Expertise, technology and delivery in one team.
Our founders also run an investment fund. We bring that perspective to the priorities of investment firms and their teams.
We bring hands-on experience in commercial strategy and execution, spanning pricing, sales, marketing and expansion into new markets.
We combine our own tooling with established platforms to build dependable workflows around your business and the people using them.
The founders who shape the engagement stay involved through implementation and ongoing support where needed.
Approach
From business priority to daily use.
Step 1: Understand the business
We start with your operations, existing systems and priorities. Together, we choose where AI can make a measurable difference and agree what success looks like.
Step 2: Build on what works
We assess what to keep, connect or replace. We adapt existing systems and build where gaps remain.
Step 3: Make it work in practice
We implement and test workflows with your team, then support adoption in daily work. We review results together and maintain agreed workflows where ongoing support is needed.
Security and control
Stay in control as you adopt AI.
We agree what AI can access, where information is processed and which actions require your team’s approval.
Technology choices reflect your privacy and operating requirements. We document the setup so your team can understand and maintain it.
Case studies
Work in practice
Multi-family office
Bringing AI into investment operations
Investment information was spread across platforms, spreadsheets and documents. We assessed the existing setup, reconciled records and mapped family and investment relationships.
That work informed a simpler proposed architecture and the development of AI workflows around the firm’s existing systems.
Private equity portfolio company
Applying AI to commercial operations
Our team combined go-to-market strategy with hands-on AI implementation to support campaign preparation and execution.
We connected prospect research, data enrichment and follow-up through AI-assisted campaigns and automation, working with the commercial team.
Fund of funds
Connecting investment information and fund operations
We built an operating system that brings fund investment records, reporting and operating workflows into one environment.
AI agents help the team access information and work across those records, connecting portfolio oversight with day-to-day fund management.
Hedge fund
Applying AI to investment research and portfolio oversight
We built an operating system combining investment due diligence, momentum analysis and technical analysis with portfolio tracking and accounting.
Repeatable reviews bring multiple AI agents together as an investment committee, supporting the team’s assessment of investment opportunities.
Team
The team you’ll work with.
Decades of combined experience at Google.
We bring together investment experience, technical delivery and hands-on commercial expertise. We’ve built AI systems and supported portfolio companies on go-to-market strategy and execution.
The people who shape your engagement stay involved in delivery.
Speak directly with the founders
Get in touch.
Speak with a founder about where AI could make a difference in your business.
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