Operational AI Integration
Build an AI operating system that makes your team faster at the work that actually matters.
Prepared for
Tamarack Capital Partners
Primary Contact
Heather Turner
Chief Executive Officer
Prepared by
Fractional Venture Partners
Deployment Timeline
6–10 Weeks
Overview
Investment firms run on information. That part is obvious.
What’s less obvious is how much of that information never gets used. CIMs sit in email threads. Meeting notes disappear into notebooks. Financial models live in spreadsheets that only one person understands. The intelligence exists, but it’s fragmented across too many places.
Most firms know AI can help with this. The challenge is figuring out where to start and how to make it stick.
This engagement builds an AI operating system designed around how Tamarack actually works. The goal is simple: make the team faster at deal analysis, reporting, and internal coordination without adding complexity.
Deployment Scope
The system we’re building connects directly to how Tamarack handles acquisitions and asset management. It’s not a generic AI rollout. It’s infrastructure built around your actual workflows.
Architecture
AI Operating System
Inputs
AI Processing Layer
ChatGPT Team / Business
writing, analysis, and custom GPT development
Claude for Business
long-form document analysis and reasoning
Custom GPT / AI Agent Layer
custom GPT assistants defined during the AI workflow audit
Workflow Outputs
Automation Layer
workflow integrations
deal intake pipelines
reporting automation
meeting intelligence workflows
Phase 1 — AI Workflow Audit
We start with an audit. Not a theoretical exercise — a practical one.
Process documentation is useful, but it rarely captures how work actually gets done. To build AI systems that fit, we need to understand how information moves through the firm, where things get stuck, and what takes more time than it should.
This means looking at how deals get analyzed, how reports get built, where documents live, and how decisions get made. The details matter.
What We Do
- •map acquisitions workflows end to end
- •map asset management workflows
- •review real materials — CIMs, financial reports, memos
- •identify repetitive tasks and bottlenecks
- •find the highest-value AI opportunities
- •design the architecture for Tamarack’s system
Setting Up the Tools
We also get the AI environment configured during this phase. Most teams are using a mix of tools already, often inconsistently. We clean that up and make sure everything is set up properly before we start building.
ChatGPT Team / Business
The main workspace for writing, analysis, and building custom GPT agents.
Claude for Business
Better for long documents. We use it for CIM analysis and financial reporting.
PLAUD Meeting Intelligence
Captures meetings and turns them into searchable, analyzable transcripts.
Note: These tools have their own subscription costs, paid directly to each provider. Our pricing covers the audit, configuration, training, and custom development work — not the underlying tool subscriptions.
What You Get
At the end of the audit, Tamarack receives:
- •workflow maps for acquisitions and asset management
- •recommended tool stack and configuration
- •prioritized list of custom GPT opportunities
- •prioritized list of automation opportunities
- •a roadmap showing what to build before the workshop and what comes after
AI Workflow Audit
$7,500
Phase 2 — AI School Implementation Workshop
Most AI training is generic. It teaches you how the tools work, but not how to apply them to what you actually do every day.
This workshop is different. It’s built around Tamarack’s real workflows and systems. The examples are yours. The exercises are based on work you already do. By the end, the team knows how to use AI on the things that matter most to them.
What We Cover
- •how to use ChatGPT and Claude effectively
- •working with custom GPT assistants
- •analyzing CIMs and investment materials
- •writing investment memos with AI assistance
- •getting value from meeting transcripts
- •spotting automation opportunities as you work
Training Interface
We deploy a companion interface during the workshop. Participants use it alongside the session to follow exercises, test prompts, and ask questions in real time.
It stays available after the workshop, so the team can reference it as they start applying what they learned.
AI School Workshop
$10,000
Custom GPT Assistants
Generic AI tools are useful, but they only get you so far. The real leverage comes from building agents that understand your business.
Custom GPTs are trained on Tamarack’s processes, documents, and reporting formats. They work like digital analysts who already know how you do things.
The specific agents we build get defined during the audit. That’s intentional. We want to build what actually matters, not what sounds good on paper.
Most firms end up with three to five agents forming the core of their AI operating layer. Common areas include:
- •deal analysis and CIM review
- •investment memo drafting
- •asset management reporting
- •investor communications
- •document and agreement review
These are illustrative. What gets built depends on what the audit uncovers.
Pricing
Starting at:
$4,000 per GPT
3 agents
good starting point for most teams
5 agents
full coverage across acquisitions and asset management
Bundle pricing applies when multiple agents are deployed together.
Workflow Automation
Some workflows make sense to automate fully. AI outputs trigger downstream processes without anyone needing to copy-paste or reformat anything.
Common examples: meeting transcripts automatically feeding into action item trackers, broker emails routing into deal intake systems, or asset data populating investor reports.
That said, we usually recommend teams get comfortable with AI-assisted workflows before jumping straight to automation. There’s a calibration period where you refine the outputs and make sure the system is actually doing what you need.
Automation opportunities get identified during the audit. We implement them selectively as the team gets comfortable.
Typical builds range from:
$8,000 – $12,000
depending on complexity
Ongoing AI Operating Support
AI systems evolve. The team finds new use cases, runs into edge cases, and wants to improve what’s already built. That’s normal.
Some organizations keep us on as an ongoing operating partner to support that evolution. We help optimize GPT assistants, identify new automation opportunities, refine workflows, and answer questions as they come up.
Support runs through a custom interface where the team can submit questions and get help as they continue integrating AI into daily operations.
Monthly retainers range from:
$6,000 – $11,000 per month
depending on support level and system complexity
Engagement Summary
Phase 1 — AI Workflow Audit
$7,500
Phase 2 — AI School Workshop
$10,000
Optional Builds
Custom GPT assistants
starting at $4,000
Workflow automations
typically $8,000–$12,000
Getting Started
We start with the audit. That’s where we figure out what makes sense to build and in what order.
If you’re ready to move forward, reach out and we’ll get it scheduled.