Private Markets AI Readiness Advisory

Your AI strategy is only as strong as what you know about your own firm. Most firms know less than they think.

Smpler maps your enterprise systems, data, and processes in weeks — so your AI strategy is built on certainty, not assumption.

Schedule Your AI Readiness Call Download the AI Readiness Report

Serving Private Credit · Private Equity · Real Estate · Infrastructure · Secondaries

Why This Cannot Wait

The window to be a first mover is closing.

The data is unambiguous. Private markets firms that move now will compound their advantage. Those that wait will spend years playing catch-up.

Additional AUM expected to flow into private markets by 2030 — disproportionately to AI-ready firms

Private markets AUM projected 7T → 0T

60%

Of institutional LPs will require GPs to demonstrate an AI policy before allocating capital by 2026

LP survey data — add source

95%

Of enterprise AI pilots fail to deliver expected results — most because the foundation was not in place first

Enterprise AI adoption research

18mo

The estimated window to establish first-mover advantage in private markets AI before the gap becomes permanent

Smpler market analysis

There is a reason 95% of AI pilots fail. Most firms skip the step that makes everything else work. They implement before they understand what they are working with. Smpler exists to close that gap — before it costs you.

The Real Obstacle

The biggest threat to your AI strategy is not the technology.

It is the invisible complexity beneath it that nobody has mapped yet. Hundreds of undocumented systems. Siloed data sources with no clear ownership. End-to-end processes that live only in the heads of your most senior people. This is what causes AI initiatives to fail — not the tools, not the strategy, not the talent. The foundation.

Without a credible AI strategy — and the foundation to prove it — you are losing fundraising conversations in real time. At the scale of private markets, that is not a rounding error. It is the difference between winning and losing the next decade.

Business & Operations Leaders

You are accountable for a strategy you cannot fully see.

You lack certainty around your own assumptions. Your teams are already at capacity. And if the AI program fails — it falls on you. You need to know what is actually happening inside your organization before you commit.

Technology & Data Leaders

Shadow AI is already in your organization. Do you know where?

Without documentation, governance is just a policy with no teeth. AI without a foundation does not fail slowly. It fails completely — compounding errors at scale. You cannot trust AI until you trust what is underneath it.

The Talent & Bandwidth Gap

The expertise you need does not exist as a hire.

The rare individual with both deep private markets domain knowledge and genuine AI capability commands $400K+ at mid-level and is nearly impossible to hire or retain. Your teams are already full. Something has to give.

The Foundation Everything Else Depends On

Most firms build on assumptions. Know exactly what you have. Then innovate.

Smpler provides complete, approved documentation of your enterprise systems, data, and processes — giving your leadership team everything they need to do what they do best: think bigger, move faster, and outmaneuver the competition.

The prerequisite no one talks about: You cannot successfully implement AI into an organization without first knowing exactly what that organization runs on. Every system. Every data source. Every process. Every owner. Before the strategy. Before the tools. Before the implementation. This is the step that determines whether everything else works — and it is the step almost every firm skips.

Before Smpler	After Smpler
Building AI strategy on assumptions	Strategy built on approved, accurate documentation
Teams buried in legacy complexity	Teams freed to focus on strategy and execution
No single person knows all the systems	Complete, approved enterprise map owned by the firm
Uncertain, reactive, overwhelmed	Confident, proactive, in control
Vulnerable to invisible risk and shadow AI	Governance and visibility across all systems and data
Falling behind peers in AI adoption	First mover advantage with a defensible foundation

Delivered in weeks — not years · Your team stays focused on strategy · We handle the foundation

Advisory Services

Three Steps to AI Readiness

Three sequential engagements. Each builds on the last. Together they give your firm everything it needs to implement AI with precision and confidence.

Enterprise Systems Map

A complete, approved visual and documented map of every technology system in your organization — vendors, integrations, data flows, owners, and interdependencies. Most firms have 200–1,000+ systems. Almost no single person knows them all.

Deliverable: Approved systems architecture diagram + full metadata for all enterprise systems

Enterprise Data Map

Granular documentation of all data sources within your mapped systems — data types, quality, ownership, governance gaps, and AI-readiness assessment. You cannot trust AI until you trust the data it runs on.

Deliverable: Approved data dictionary + source mapping + governance gap analysis

Process & Workflow Documentation

End-to-end documentation of your key organizational workflows — process owners, steps, data touchpoints, bottlenecks, and AI opportunity identification. This is the final prerequisite before AI implementation.

Deliverable: Approved process maps + workflow documentation + AI opportunity prioritization

Each service is a discrete engagement with a clear deliverable. Start with Service 01 and build from there — or engage all three for complete AI readiness.

For firms requiring dedicated on-demand strategic advisory support — ask about Priority Access →

Schedule Your AI Readiness Call

Built From the Inside

The person who built the foundation at the top firms is now available to build yours.

I know what it feels like to be on the wrong side of a technology wave.

"I started my career as an underwriter — and after automating large parts of my work to save time and improve accuracy, I watched the firm adopt a new system replacing 1,400 of us overnight."

That experience drove everything that came after: 15 years spent inside the most complex financial systems in the world, learning how to make technology work for people — not replace them.

I have mapped 230+ enterprise systems at Ares Management. I have implemented technology across every major private markets asset class. I have sat in the rooms where these decisions get made — and I have seen what happens when firms try to implement AI without the foundation.

Smpler exists because the work that needs to happen before AI implementation is the most important work — and it is the work nobody wants to do, nobody has time to do, and almost nobody knows how to do at the level these firms require.

I understand the pressure you are under, the complexity you are managing, and what is at stake if this does not go right. That is exactly why I built Smpler. — Anthony Magno, Founder

Past Experience

230+

Enterprise systems mappedAt Ares Management ($350B+ AUM) — the exact work Smpler now delivers as a service

$500B+

In portfolio investments overseenLed firmwide investment systems, deal pipelines, and ESG data strategy across all asset classes

15yrs

Private markets technology experienceAcross Private Credit, PE, Real Estate, Infrastructure, and Secondaries

50+

Executive interviews conductedOn AI goals, challenges, and readiness across private markets firms

MBA, UC Berkeley Haas School of Business

The Smpler Clarity Process

Getting started takes 15 minutes.

No commitment. No disruption to your team. Just clarity on whether we are a fit and what your organization needs.

Schedule a Confidential Call

A 15-minute conversation. You tell us where you are in your AI journey and what your organization needs. We listen. No sales pitch.

Receive Your Assessment

We review your situation and send a personalized proposal — recommended engagement scope, timeline, and exactly what you will walk away with.

We Get to Work

Your team keeps running the business. We do the documentation. You get the foundation. Your AI strategy gets the certainty it needs.

Everything we deliver is yours — clean documentation your team approves, owns, and controls forever.

Schedule Your AI Readiness Call

Common Questions

Answers before you have to ask.

How do you protect our confidential systems and data?

Confidentiality is foundational to everything we do. We operate under strict NDA from day one. We never share your firm's systems, data, processes, or proprietary information — with anyone, ever. We have worked inside the most competitive firms in private markets. We understand what is at stake.

How is this different from hiring a consultant or internal hire?

Large consulting firms provide generic strategy without operational depth — their teams have rarely worked inside these organizations. Internal hires take exorbitant time to acquire, can only see their corner of the organization, and cost $400K+ at mid-level for someone with the right profile. Smpler brings insider expertise, on demand, immediately, at a fraction of the cost.

How long does an engagement actually take?

A typical Enterprise Systems Map engagement is delivered in weeks, not months. The timeline depends on the size and complexity of your organization. We work alongside your existing teams — not instead of them — so there is minimal disruption to your day-to-day operations.

What exactly do we walk away with?

You walk away with a complete, approved deliverable your team owns forever — systems architecture diagrams, full metadata, data dictionaries, process maps, or workflow documentation depending on the engagement. Not a slide deck. Not recommendations. Actual documentation your teams can use immediately.

Read the full Smpler Clarity Guarantee →

Free Research Report

The Private Markets AI Readiness Benchmark Report

Based on 50+ interviews with private markets executives — where firms actually stand on AI readiness, what the leaders are doing differently, and what the laggards are missing.

Where Private Alt Asset Managers stand on AI readiness today
The five most common foundation gaps causing AI pilot failures
What LP investors are actually asking about AI in 2025-2026
The regulatory landscape — FINRA, SEC, and what is coming next
A self-assessment framework to benchmark your own firm

Get the Report & Schedule a Call

First Name *

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What best describes your interest? (select all that apply)

Schedule an AI readiness call Download the benchmark report Learn about Enterprise Systems Mapping Learn about Enterprise Data Mapping Learn about Process Documentation Priority Access inquiry Other

Anything you would like us to know before the call? (optional)

Your information is confidential and will never be shared.

What the Market Is Saying

Straight from private markets leaders.

"The fear in every boardroom meeting is — are we behind our peers in how we are leveraging AI? But none of us are technical enough to actually know the answer to that question."

Head of Investment Operations · Private Markets Firm

"I need people to trust our data before we can trust AI to do stuff for us. The companies who invest in it and harness it are going to be the ones who succeed versus the ones betting on AI without fixing their data."

VP of Data & IT Innovation · Alternative Asset Manager

"Whoever is in charge and ultimately has to take accountability — I need to know what the hell is even happening. There are a hundred things happening all the time, constantly. It increases every day."

Senior Operations Leader · Private Markets Firm

Quotes from executive interviews conducted as part of Smpler's Private Markets AI Readiness research. Identities kept confidential.

Ready to Build Your Foundation?

Stop worrying about tech debt. Start leading forward.

If you have concerns about how to successfully implement your enterprise AI strategy — or whether your organization has the foundation to execute it — speaking with us is the right next step. It takes 15 minutes. You will leave with clarity.

Schedule Your AI Readiness Call Download the Benchmark Report

Not every firm will master AI. Smpler is built for the ones that will.