AI Advisory · Switzerland

Turnkey AI advisory, purpose-built for investment teams.

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Swiss International Air Lines Lufthansa Group PwC IMA USA Family Offices — Zurich Swiss International Air Lines Lufthansa Group PwC IMA USA Family Offices — Zurich Swiss International Air Lines Lufthansa Group PwC IMA USA Family Offices — Zurich Swiss International Air Lines Lufthansa Group PwC IMA USA Family Offices — Zurich
Introducing Convolving

From first conversation to production infrastructure.

We embed alongside investment teams to design, train, and operationalise AI workflows. Every engagement is hands-on, live-built, and anchored in real investment processes.

No firm in EMEA occupies the intersection of deep AI implementation capability and investment-workflow fluency. We do. Vendor-agnostic but Claude-native, pairing technical depth with deal-floor credibility.

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30+ Deals delivered across PE, VC, and family offices
50+ AI agents in production
From the Market

What fund managers are telling us.

“We know AI is going to change how we source and diligence deals. We just don't know where to start without wasting six months on the wrong tools.”
Managing Partner, Zurich value fund
“Our analysts are using ChatGPT on their own already. We need to get ahead of it, structure it, make it secure, and actually useful for our process.”
CIO, European mid-market PE firm
“Every vendor wants to sell us their platform. We need someone independent who can just tell us what actually works for a team our size.”
Partner, Family office, Zurich
Our Services

What we do.

End-to-end AI advisory that meets investment teams exactly where they are in their adoption journey.

Strategy & Adoption

State of the Union Use Case Lab AI Adoption Programme

Infrastructure & Tooling

Knowledge Architecture Claude Enterprise Custom Workflows

Partnerships

Fractional CAIO AI Toolkit

Turnkey Delivery

Hardware Provided Public Data Only Zero IT Approval

Cohort Programmes

Peer-Group Format AI Champion Model

Content & Credentialisation

Executive Roundtables Workshop Documentation
How We Work

From first coffee to embedded AI.

Step 01

State of the Union

A free 60-minute executive briefing. No pitch. Practitioner-level overview of what's working, what's hype, and what the best firms are doing.

Step 02

Use Case Lab

Hands-on half-day. We bring laptops with Claude Enterprise. Your team builds working prototypes using public data. Zero IT approval needed.

Step 03

Adoption Programme

Revolving 6-week sprints. Two use cases per sprint. Two senior consultants every session. No artificial end point.

Step 04

Ongoing Partnership

Fractional CAIO embedded in your firm or AI Toolkit subscription. Your AI capability compounds quarter after quarter.

Ready to explore?

Book a coffee. We'll talk through where AI fits in your process. No pitch, no pressure.

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