Before you finalize your 2027 AI investments, see how prepared your firm’s investment data, decisions, and governance are to support them.
Get your readiness score, identify critical gaps, and walk away with two priorities for 2027.
A 25-minute executive working session. Your personalized scorecard identifies key gaps and two recommended priorities.
Largest Institutional Firms Trust Dealpath
AI models, agents, and talent are only part of the equation.
The real advantage comes from what those tools can access: your firm’s investment history, the listings brokers send you, opportunities evaluated, decisions made, and the rationale behind them.
Without that foundation, even the best AI tools are working with an incomplete picture.
In a structured 25-minute executive review, we evaluate five critical dimensions of your firm’s investment intelligence readiness.
How well you capture, enrich and evaluate the listings brokers send you.
How easily your team retrieves past decisions and the reasoning behind them.
How consistent, complete and accessible your investment records are.
How well your AI tools can reach your firm’s proprietary investment records.
Whether the right permissions and oversight are in place for AI access.
Your review produces a personalized assessment based on your firm’s current capabilities and priorities.
AI READINESS SCORECARD
Prepared for your firm · 2027 planning
READINESS SCORE
Five dimensions, each scored 1–5.
DIMENSION SCORES
TWO PRIORITIES FOR 2027
Establish a consistent process for recording investment decisions and rationale.
Prioritize secure AI access to the investment records needed for your highest-value use cases.
Illustrative example. Scores are directional assessments based on the information shared during the session, not industry benchmarks.
Dealpath connects supported AI tools to institutional investment records, broker listings, and historical decisions, with the permissions and controls investment firms require.
In 25 minutes, identify the gaps in your investment intelligence and leave with a personalized readiness scorecard and two recommended priorities.
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