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Insights on AI, fund operations, and the future of private capital reporting.

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What You Can Actually Run: A Use-Case and Operator's Guide to Anthropic's Financial-Services Plugins

A working reference for analysts and platform engineers who operate Anthropic's financial-services plugins. Covers every vertical from the May 2026 launch — financial analysis, equity research, investment banking, private equity, private credit, fund administration, wealth management, operations, and two partner data plugins — with concrete prompts, data schemas, run profiles, and automation return estimates.

May 18, 2026

Oversight Questions for a Fund-Admin Board When Management Deploys Claude

When Anthropic shipped four named agents mapping directly to fund administration workflows, AI deployment stopped being a future agenda item. Here are the eight questions every independent director should ask before those agents touch client reporting.

May 15, 2026

Hours Apart, Two AI Labs Just Rewrote the Future of Finance

On May 4, 2026, Anthropic and OpenAI each announced a multi-billion-dollar enterprise services joint venture — within hours of each other, anchored by the largest PE consortiums ever assembled. Same playbook, same buyer, same operating model, two vendors. Here is what every PE firm, fund admin, secondary buyer, fund of funds, infrastructure investor, and asset manager should be doing this week.

May 12, 2026

What the Anthropic Launch Changes for a Mid-Market Private Equity Firm

Anthropic's May 2026 launch of ten financial-services agent templates is the first AI release whose utility isn't gated by an internal engineering team. Here's what it means for the 25-person PE firm — and how to move in 90 days.

May 9, 2026

Private Credit's Most Important Workflow Is Not in Anthropic's Repo

Anthropic's May 2026 financial-services launch named private equity as a vertical and shipped seven plugins for it. It did not ship a single credit-specific skill. Here is what that means for the COO at a direct-lending fund, a credit-opportunity manager, or a BDC operator.

May 9, 2026

AI Strategy Is a Capital Allocation Problem — A Conversation with Brad Wolfe

Brad Wolfe has spent 30 years as a CFO and now runs AI deployments across 75 portfolio companies. His take: if the CFO doesn't own the AI stack, the company can wake up to nine-figure liability overnight. Watch the full conversation and read the takeaways.

May 7, 2026

Claude Opus 4.7 Is on the Way to 72% on the Finance Agent Benchmark. Here's Why That Matters.

Anthropic's latest model scores 71.5% on the Finance Agent evaluation — with Mythos Preview on the horizon to push past 72%. We break down what changed technically and why it reshapes what's possible for private markets finance teams.

April 17, 2026

Where Private Capital CFOs Are Actually Going in 2026

We polled 30 private equity CFOs across 484 firms on the U.S. conference calendar — three events came out as non-negotiable. Here is the ranked top 10, the segment-level differences, and the single highest-leverage week of the year.

April 13, 2026

AI in Private Markets Has Crossed the Point of No Return

Two-thirds of alternative asset CFOs are ready to deploy AI now. Zero skeptics exist at the mega tier. The question is no longer if — it's how fast the gap widens between firms that move and firms that don't.

March 30, 2026

We Asked 70 PE CFOs Their Biggest Reporting Problem. Not One Said "It's Fine."

Across $10B to $1T+ in assets under management, the private equity back office is breaking under the weight of manual aggregation, system fragmentation, and LP expectations that have outgrown the infrastructure built to serve them.

March 26, 2026

Wealth Advisors: Delivering Consolidated Client Reporting Across Complex Portfolios

High-net-worth clients expect a comprehensive view of their entire wealth — across custodians, asset classes, and geographies. Delivering it manually doesn't scale. Here's what does.

March 18, 2026

Insurance Investment Teams: AI for Portfolio Analytics and Regulatory Compliance

Insurance companies manage investment portfolios against complex liability structures and detailed regulatory reporting requirements. AI is reshaping how leading insurers handle both.

March 17, 2026

Fund of Funds: How to Get Consolidated Portfolio Visibility When Your GPs Control the Data

Fund of funds managers face a unique reporting challenge: they depend on their underlying GPs for the data they need to report to their own LPs. Here's how leading FOFs are solving it.

March 14, 2026

Infrastructure Funds: Managing Long-Duration Assets Requires Long-Horizon Reporting

Infrastructure investments span decades. The reporting obligations that accompany them — to LPs, regulators, and concession counterparties — require operational infrastructure built for the long run.

March 10, 2026

Hedge Funds and AI: Closing the Gap Between Portfolio Intelligence and Operational Reporting

Hedge funds invest heavily in quantitative tools for trading — but their operational and investor reporting infrastructure often lags years behind. Here's the gap and how to close it.

March 8, 2026

Investment Banking in the AI Era: What Changes for Deal Analytics and Client Reporting

AI is reshaping how investment banks analyze deals, prepare client materials, and manage regulatory reporting. Here's where the operational leverage is largest.

March 6, 2026

Private Credit Firms: The Covenant Monitoring Problem That AI Can Solve

Private credit portfolios require continuous covenant monitoring across dozens or hundreds of borrowers. Manual processes can't keep up. Here's what leading lenders are doing instead.

March 4, 2026

How Private Equity Firms Are Replacing Manual Reporting with AI

Private equity finance teams spend thousands of hours per year assembling LP reports, quarterly closes, and portfolio reviews manually. AI-native infrastructure is changing that.

February 26, 2026

Fair Value in Private Capital: Building a Valuation Process That Satisfies Auditors and LPs

Valuation is a judgment exercise — but too much of the time supporting it is mechanical. Here's how to reclaim that time while improving the defensibility of your fair value conclusions.

January 29, 2026

Capital Calls and Distributions: A Zero-Error Standard Is Achievable

Every capital call and distribution is a fiduciary event. Here's what zero-error processing looks like operationally — and why it matters more than most firms realize.

January 22, 2026

Waterfall Calculations: The Most Consequential Spreadsheet in Your Firm

Waterfall errors aren't just accounting problems — they're trust problems. Here's how to build a waterfall model you can stake your LP relationships on.

January 15, 2026

Why Audit Prep Is Still a Fire Drill — And How to End It

The annual audit shouldn't consume weeks of your finance team's time. The operational change that eliminates the scramble is simpler than most firms think.

January 8, 2026

From Quarterly Snapshots to Continuous Portfolio Monitoring

Why backward-looking portfolio monitoring leaves value on the table, and how leading private capital firms are moving to real-time visibility across their portfolios.

December 19, 2025

What LPs Actually Want From Quarterly Reports

LP expectations for private capital reporting have shifted significantly. Here's what institutional investors are actually looking for — and how to deliver it without burning out your finance team.

December 11, 2025

The Quarterly Close Is Broken — Here's How to Fix It

Why private capital firms still take 3-4 weeks to close their books every quarter, and the AI-driven approach that's compressing it to days.

December 4, 2025