Operational AI for funds and asset managers
Kolibro builds custom AI tools for private equity and asset managers (fundraising and LP relations CRM, due diligence RAG, reporting automation), then puts them into production, with sovereign hosting and full ownership of the code.
Why this matters now
AI adoption is accelerating on the fund side. According to Bain's Global Private Equity Report 2025 (a survey of investors representing $3.2 trillion in assets, September 2024), nearly 20% of portfolio companies have already operationalised generative AI with concrete results, while the large majority are still testing. Institutional investors are also starting to assess managers on their command of AI. The advantage goes to those who industrialise a use fitted to their business, not to those who stack generic tools poorly matched to the real stages of a fundraise or a deal.
Where AI creates value in a fund
- Fundraising and LP relations: capturing information the moment it is said (a voice note turned into a contact and a task), a pipeline that reads by the real stages of a fundraise, follow-ups tracked by the system.
- Due diligence: querying thousands of documents (data room) in natural language, surfacing the key points, saving days on the review.
- Portfolio monitoring and reporting: consolidating monthly reports, surfacing revenue and margin variances, automating investor reporting.
- Sourcing and analysis: structuring the analysis of a large number of targets on adjustable criteria, while fundamental analysis and the relationship remain human.
These four levers apply at fund level as well as in portfolio companies.
A CRM built for the field, not for a seated salesperson
The stages of a fundraise (investor identified, first contact, confirmed target) are not a sales funnel. A generic CRM can be configured but does not bend to the business; forced on people, it does not get filled in. Kolibro starts from the real action: walking out of a meeting, dictating thirty seconds, moving on. Data becomes a by-product of the commercial work, not an end-of-day admin task. This is the case of Société civile financière Chatel, an asset manager we work with.
Sovereignty and confidentiality, non-negotiable
A fund's data (deals, investors, portfolio companies) is a strategic asset. Our deployments include sovereign hosting in France, role-based access, ownership of the code and data, and reversibility. The investor base stays yours.
Frequently asked questions
- Why a custom tool rather than an off-the-shelf SaaS?
- Because the stages of a fundraise or a 100-day plan are specific: a tool fitted to the real workflow gets used; a generic tool gets worked around.
- Does our data stay confidential?
- Yes: sovereign hosting, role-based access, full ownership. Confidentiality is an architecture choice.
- Can we start small?
- Yes: we start with one workflow, often the fundraising CRM or document due diligence, with proof of value before extending.
- Do you work with the fund's portfolio companies?
- Yes: the same method applies to portfolio companies, with a value creation focus.
Related
- Client case, built and delivered by Kolibro: a mobile-first CRM for Société civile financière ChatelOne transformation in detail, from friction to production.
- Where AI really creates value in a fundWhere AI really creates value in a fund: sourcing, due diligence, portfolio monitoring, LP relations. A guide to moving from testing to industrialisation.
Let's start with a single workflow
The entry point is simple, bounded, and you walk away with something useful either way.
You pick a workflow that costs you time or margin.
Within a few weeks, we diagnose it with your teams.
You leave with a costed plan and a first proof of value.
Whether you take it further or not.