A ready-to-submit AI governance framework and DDQ response library, built by an investor relations team that has sat on both sides of the table. Delivered in 10 business days.
AIMA's 2025 manager DDQ refresh, the first major update in eight years, built AI, cyber and cloud questions into the core sections. Amended Form PF compliance took effect October 1, 2026, and DDQs now ask GPs to confirm readiness.
AIMA 2025 DDQ refresh85% of private credit leaders say AI is fully embedded in operations. Only 7% report cross-functional AI oversight, and only 8% of GPs describe their data environment as highly mature.
Apex Group 2026 · Allvue 2026 GP Outlook2026 fundraising data shows faster closes and rising opportunity for emerging managers with an AI-enabled stack. The governance answer is becoming part of the manager's pitch.
SS&C Intralinks / PitchBook, Q1 2026Intake call, 45 minutes, plus a short questionnaire on tools, workflows and data.
Draft delivered in 5 business days.
One revision round with your COO or CCO and counsel.
Final pack in Word and PDF, data-room ready. 10 business days end to end.
A gap review of your current DDQ answers against current AI and governance questions, with a prioritized fix list.
The full pack: policy, response library, risk memo, one-pager and walkthrough. Delivered in 10 business days.
Quarterly DDQ library updates plus live support on incoming LP questionnaires while you raise.
Built by a desk that has sat on both sides of the table: former VP at Citi Global Family Office Group, former CIO and Head of Capital Markets at a specialty finance lender, with a private credit network of 80+ firms and speaking engagements at Private Credit Club, Sydecar and Uncorrelated. We write these answers the way allocators read them.
A redacted excerpt of the response library and policy, sent to your inbox.