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AI for Finance

Helping you accelerate AI adoption in your organization

Reusable skills, cohort training, and tools built around Excel, your CRM, and the way your deal teams already work.

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Upskill your team & streamline your work

From enablement to portfolio reporting and research, we automate the work that eats the most hours and leave skills your team can run alone.

Team Enablement

Reusable skills for your analysts and associates.

Not a one-off deliverable. Skills and workflows built for the people who open Excel and the CRM every day.

  • Shared skill packs for deal teams and ops
  • Cohort training by function and seniority
  • 1:1 coaching for partners and executives

Skill pack

Deal team · shared workspace

4 live
  • Target tieringReady
  • Comp analysis draftReady
  • LP update outlineReady
  • Lead memo scaffoldNew
Portfolio Reporting

Board decks, KPI roll-ups, LP reporting drafts.

Portfolio monitoring and reporting that stop getting rebuilt from scratch every quarter.

  • Board deck prep from live KPI inputs
  • Portco KPI roll-ups in one pass
  • LP reporting drafts ready for review

LP pack draft

Q2 · 11 portcos rolled up

Ready

  • Portco A

    ARR +18%

    On track

  • Portco B

    Gross margin 62%

    Watch

  • Portco C

    NPS 54

    On track
Research & Memos

Investment memos, market scans, competitor breakdowns.

First-pass research and memo scaffolding grounded in your thesis and prior work product.

  • Investment memo first drafts
  • Market scans against a written mandate
  • Competitor and thesis breakdowns

IC memo · first pass

From data room + prior comps

Draft
  • Investment thesis
  • Market & competition
  • Unit economics
  • Key risks & diligence asks

Proven with deal teams

Training and reusable skills for PE and growth firms: what it replaced, and what the team can now do on their own.

Analysts reviewing deal materials on a laptop in an office

Growth Equity Firm

Firm-wide AI enablement program with six different tailored cohorts and executive training.

  • BeforePrompts reinvented on every dealAfterReusable skills for tiering, comps, and memos
  • BeforeSenior associates pulled in for every memo and LP updateAfterAnalysts run first passes without blocking seniors
  • BeforeNo shared library of what actually workedAfterSkills the team owns and improves after we leave
“They turned how our best people work a deal into skills the whole firm can run, without waiting on a specialist every time.”

Partner

Growth Equity Firm

Stock charts and market data on a trading desk display

PE Firm

Firm-wide training, custom workflow automation, and skill buildout.

  • BeforeUnclear where AI actually fits in the firmAfterA firm-wide roadmap of every use case where AI saves time
  • BeforeAI used as a glorified search engineAfterFull use of Claude and ChatGPT as an AI-native team
  • BeforeCRM and Excel out of sync with deal realityAfterWorkflows wired into the tools the team already opens
“We needed something the team would actually use on the next deal, not a slide deck that dies in a shared drive.”

Partner

PE Firm

Why Lattice Partners

  1. 01

    Build your AI muscle from the ground up.

    We understand your workflows and upskill your team until you’re no longer dependent on us.

  2. 02

    Fits the stack you already have.

    We come on site to help you launch because we believe nothing replaces in person.

  3. 03

    We know your industry.

    We’ve worked in finance ourselves, so we already know where AI helps a deal team and where it doesn’t.

  4. 04

    Skills that survive the next deal.

    We leave reusable workflows for memos, diligence, and LP packs, not a one-off deliverable that dies in a shared drive.

Built for how your firm works

Every desk runs differently. Here’s what we typically build across finance.

Glass skyscrapers in a financial district against a clear sky

Streamline your work.

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