Microsoft 365 AI readiness assessment
Understand the permissions an AI connector would inherit, identify oversharing, and document the decisions needed before rollout. Give leadership a plain-English view of the findings.
From AI ambition
to everyday deal work.
Claude implementation, Microsoft 365 AI readiness, and workflow automation for private equity firms. Start with clear access decisions and practical tools that fit how your team works.
Discuss your firm’s priorities ↗Choose a useful
starting point.
Technology decisions, governance, and daily workflows belong in the same conversation. We help turn AI opportunities into a focused engagement with a clear scope.
Claude implementation for PE firms
Plan the agreed configuration, prepare an implementation guide for IT, and give staff practical guidance. The Cogenuity rollout used a read-only configuration with documented decisions.
An AI roadmap and a review process
Organize workshop ideas into workstreams and establish a process for reviewing new AI tools before installation. Agree what to build first and what needs further evaluation.
AI workflow automation for deal teams
Discuss BD follow-up prioritization, draft replies, first-pass CIM summaries, and a repeatable process for portfolio reporting. Build around the formats and tools your team already uses.
CLIENT STORIESWhat progress
Explore client storiesWhat progress
looks like.
COGENUITY PARTNERS / AI READINESS & GOVERNANCE
From “is it safe?” to firm-wide in one launch.
A permissions audit, clear decisions, and practical guidance helped Cogenuity Partners roll out Claude in Microsoft 365 in a read-only configuration.
Read the client story COGENUITY PARTNERS / AI ROADMAP & WORKFLOW AUTOMATIONFrom a list of AI ideas to tools the team uses every morning.
A shared roadmap became daily BD follow-ups, first-pass CIM summaries, and a repeatable workflow from portfolio spreadsheets to reporting decks.
Read the client storyClear decisions.
Practical implementation.
We begin with your team’s goals and current setup, then agree priorities, scope, and responsibilities. Implementation follows the plan, with testing, guidance, and handover. Your engagement defines the deliverables and any ongoing support.
Follow the five-step journeyBased in APAC.
Connected to your team.
United States
Remote services for firms in New York City, the San Francisco Bay Area, Los Angeles, Boston, and across the US.
Europe & the UK
Remote engagements for teams in London and across the EU. Travel to the EU is available by arrangement.
APAC & the Philippines
Services for organizations across APAC, including Singapore and the Philippines. Onsite services are available in Metro Manila.
Start with clarity.
Can we start with readiness before implementation?＋
Yes. A Microsoft 365 AI readiness assessment can be a starting point for understanding permissions, risks, and rollout decisions. We agree the assessment scope before work begins.
Can workflows use the formats our team already works with?＋
We begin by reviewing your process and outputs. At Cogenuity, first-pass CIM summaries followed the deal teams’ existing format and BD draft replies reflected the team’s voice.
Do you only work with private equity firms?＋
No. Takito also works with small businesses, regional organizations, fintech teams, nonprofits, and public and private companies across APAC and Europe, with remote services for US clients.