Claw Empire installs a private AI assistant for investment management on customer-controlled infrastructure. It compresses deal sourcing, reads full CIMs instead of the 20% a human can cover, and drafts IC memos with every claim traced to a source for approval before anything touches a deal team or an investor.
The useful install is narrow, explicit, and tied to work you already repeat. Claw Empire maps the lane, connects approved systems, and keeps sensitive actions gated.
70% of the week goes to building lists, finding emails, and sending cold outreach that gets ignored. It is soul crushing, and the tools work fine but the list is the problem: 60-70% of sub-$25M revenue businesses never appear in any commercial database.
The average CIM review covers perhaps 20 to 30 percent of the document at volume. The sections that do not make it into the initial scan can include the ones that matter most, and associates do not have time to read everything.
The actual hallucination rate on complex legal and diligence queries runs between 69% and 88%. The more wrong the AI is, the more certain it sounds, which makes ungrounded diligence output actively dangerous in deal work.
IC memo prep typically consumes 12 to 15 hours of senior associate time per deal. The pain is not the writing; it is the assembly: pulling context from CIMs, market data, and portfolio reports into one coherent memo.
A private assistant should produce a reviewable queue, not mystery automation. Every output should make approval faster and safer.
The assistant builds sourcing lists from structured and unstructured sources, finds companies that are not in commercial databases, and prepares outreach drafts for review so what took 70% of the week becomes a focused review session.
The assistant reads the entire CIM, not just 20-30%, and produces a structured summary with every key finding traced to a specific page or section. Critical footnotes and risk disclosures that humans miss at volume are flagged for review.
The assistant assembles IC memo sections from CIM summaries, market data, and portfolio context with source citations for every claim. What took 12-15 hours of associate time becomes a structured draft for deal team approval.
This is the level of specificity we want before a workflow touches production tools.
WORKFLOW: investment_management_deal_pipeline
TRIGGER: new CIM received OR sourcing cycle OR IC prep request
READ: deal databases, CIMs, market data, portfolio company reports, CRM context
DO:
1. build sourcing lists from structured and unstructured sources
2. read full CIM and produce structured summary with page-level citations
3. draft IC memo sections with evidence traced to source documents
4. flag hallucination risks and diligence gaps for deal team review
APPROVAL GATES:
- never send outreach or prospect materials without deal team approval
- never update pipeline or CRM records without approval
- never share diligence output externally without review
STOP CONDITIONS:
- legal terms, regulatory disclosure, valuation dispute, angry seller, unclear owner
RECEIPT:
- write source evidence, proposed action, deal team reviewer, unresolved questionsThe point is not to remove judgment. It is to reserve judgment for the decisions that matter.
The assistant drafts sourcing emails and outreach messages but waits for deal team approval before anything reaches a prospect.
Deal stage, owner, and task updates are proposed with evidence before a human approves writes.
CIM summaries and IC memo drafts stay internal and are never shared externally without approval.
The exact implementation depends on tool access and data quality. The operating model stays simple: map, install, dry run, hand off.
Define approved deal sources, sourcing rules, diligence workflow, IC cadence, and stop conditions.
Connect approved databases, CIM repositories, market data, and CRM to the private assistant on your infrastructure.
Review proposed sourcing lists, CIM summaries, and IC drafts until the workflow matches your deal motion.
Receive the operating runbook, approval receipts, and expansion notes for the next deal cycle.
Plain answers for the trust, security, and implementation questions buyers ask before connecting AI to real workflows.
A Claw Empire investment management AI assistant is a private workflow on customer-controlled infrastructure that compresses deal sourcing, reads full CIMs with page-level citations, and drafts IC memos for deal team approval before any external action.
Every output cites its sources at the page or section level. The assistant flags uncertainty and evidence gaps instead of projecting confidence when wrong. Hallucination-prone claims are isolated for human review, and the default workflow is approval-gated.
Yes. The assistant builds sourcing lists from structured and unstructured sources, including companies that never appear in commercial databases. It prepares outreach drafts for review so what took 70% of the week becomes a focused session.
The assistant reads the entire CIM, not just the 20-30% a human can cover at volume. Every key finding is traced to a specific page or section, and critical footnotes and risk disclosures that get missed at volume are flagged for review.
Pricing is scoped on a discovery call because deal sources, CIM volume, IC cadence, and compliance requirements vary. The public page does not publish a flat price because installs differ by fund size and workflow depth.
Send the workflow you want off your desk. We will confirm the tools, approval gates, stop conditions, and safest week-one install path.