Take our 30-second assessment
to find out where you stand.
Your firm probably has an AI strategy. But is your firm ready to scale AI across the full investment lifecycle?
Many firms we speak with overestimate their AI readiness because they’re benchmarking it against their own past state, rather than against what’s possible.
Take our assessment to get an accurate, unbiased picture of your firm’s AI readiness and learn what do to next.
When your firm is AI-ready, you can compound advantage by scaling AI in a consistent, compliant, structured way across your entire organization.
Transform firm and market data into deal-winning insights and recommendations.
Close deals faster with automated, end-to-end workflows.
Govern every AI action with embedded compliance controls.
Map firmwide relationships and discover the warmest path to every opportunity.
Surface at-risk relationships before they grow cold
Map firmwide connections within seconds of an investor inquiry
Instantly answer plain-language questions about your data
Identify potential compliance issues before mandates are accepted
Give new dealmakers complete institutional context
This assessment evaluates whether your firm has the infrastructure, processes, and governance controls needed to scale AI successfully, based on our experience working with top private capital firms. It calculates an AI-readiness score and highlights opportunities for improvement.
Yes. Even firms with modern systems struggle with issues like inconsistent adoption, siloed data, and manual workflows that limit how effectively AI can be applied. This assessment benchmarks your firm’s overall AI readiness — not the technology you have in place — to determine how ready your firm is to support AI at scale.
After completing the assessment, you can see your results immediately by entering your name and email address. You’ll also have the option to schedule a consultation with an Intapp financial services strategist to discuss your results and get personalized guidance on next steps.
No. This is simply a diagnostic tool that’s designed to quickly surface areas where deeper evaluation may be needed. It reveals whether your foundational infrastructure, workflows, and governance controls are ready to support AI at scale.
This 10-question assessment should take no more than 30 seconds.
