AI strategy builtfor investmentmanagement
Mid-market investment firms don’t need a hundred AI tools. They need one senior person who knows which three matter — and a team that can deliver them.
Three things keeping the C-suite
up at night
We're exposed.
Analysts are sending MNPI and client data to external AI APIs every day. One prompt is the difference between a workflow and a Rule 10b-5 violation.
We're falling behind.
Competitors are deploying AI. The board is asking questions. LPs are noticing. Nobody at the firm has a clear answer.
We have no one to lead it.
That's the root cause. Without someone who owns AI strategy, the other two problems don't get solved — they get worse.
The only engagement
that fixes the structural problem
Embedded, not on rotation
Your fractional CAIO stays — learns the portfolio, the people, and the firm's real risk tolerance. Strategy built on your data, not recycled frameworks.
vs. Big consultancy — A different analyst every quarter. Templates, not strategy. Billed by the deck.
Senior talent, without the headcount
A Cleravant engagement starts in weeks and scales to the firm's actual pace. The expertise without the organizational overhead.
vs. Full-time hire — $400k+ comp, a 6-month search, and 3 months before they're useful.
Strategy backed by a delivery team
The CAIO is backed by engineers and domain specialists who ship the work. Every use case closes with delivered software and documented ROI.
vs. Freelancers — Good advice, no execution. No team behind it, no accountable delivery.