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AI ENABLEMENT FOR MIDDLE AND LOWER MIDDLE MARKET PRIVATE CAPITAL

The Fractional AI Partner
for Private Capital Firms.

Put AI to work across your investment process.
Built for your firm and guided by your judgment.

Start a conversation See what we enable
AI FOR PRIVATE CAPITAL. APPLIED RESPONSIBLY.
01

Built with investors’ judgment

02

Tailored to meet your firm’s needs

03

Deployed with responsible governance from day one

Discover our approach
WHERE WE MAKE A DIFFERENCE

More focus. Less friction.

We help your firm decide where AI belongs, then build and govern it inside the systems you already run.

FOUNDATIONAL AI ENABLEMENT

Set your firm up to use AI effectively and safely.

We start with the tools your team already uses, then put the shared foundations in place so everyone can use AI well.

  • A map of the AI tools you already use
  • AI skills and a centralized knowledge repository, for any AI tool
  • An AI use policy with clear boundaries
  • Hands-on training for your team
ADVANCED & CUSTOMIZED WORKFLOWS

Take AI further where it counts.

We help identify the use cases with the most value for your firm, then build and deploy workflows customized to your firm’s needs.

  • Use cases ranked by value to your firm
  • Built inside your CRM, mailbox, and files
  • Approval steps your team controls
All capabilities
HOW WE PARTNER

One partnership,
four parts.

We find where AI belongs in your firm, build it inside your systems, keep it under your control, and keep it current.

01

Find

Advisory on where AI belongs in your firm: process mapping, opportunity assessment, and an AI roadmap.

What we enable
02

Build

Workflows inside the CRM, mailbox, and files your firm already runs.

What we build
03

Control

Governance, risk, and security as part of every build, and as something we help your firm stand up.

How we govern AI
04

Evolve

We maintain and improve what we’ve enabled, find new opportunities across the firm, and extend the work to your portfolio where it fits.

How we work with you
GOVERNANCE & ADVISORY

Governance,
built with you.

We help your firm set policy, assess risk, put controls into practice, and review them as your use of AI evolves.

Explore our advisory role

Policy & ownership

Define how AI can be used, who owns decisions, and where the boundaries sit.

Risk assessment

Assess each use case, the data it touches, and the oversight it needs.

Implementation & controls

Turn policy into permissions, human approval, and records of actions.

Ongoing review

Revisit policies and controls as models, systems, and your firm’s needs change.

Jon Lo, founder of Hurdle AdvisoryJON LO · FOUNDER
THE FIRM

We know the work.
We’ve done it.

Hurdle was founded by an investor with more than a decade of private equity experience across three middle-market and lower-middle-market buyout firms.

We pair investment experience with specialist engineering to help your team put AI to work with confidence.

Meet the team
A FEW PRACTICAL QUESTIONS

Let’s make
it clear.

What does a fractional AI partner do?

We give your firm the capacity to implement AI effectively and safely, without building an AI team in-house. One partnership covers the full cycle: foundations, customized workflows, governance, and ongoing support as your use of AI grows.

Will our team need a new platform?

We build into the CRM, email, and file environment your firm already uses. Each engagement defines the integrations and any additional infrastructure required.

Where does human approval fit?

Approval points are agreed when we design the workflow. Your team reviews proposed actions before they are committed at those checkpoints. Any move toward greater automation is a deliberate decision with your firm.

How is our data handled?

The data flow, model providers, hosting, permissions, retention, and processing terms are reviewed for each deployment. Your firm’s requirements shape the design.

Who exactly does the work?

A seasoned investment professional as your one accountable point of contact, with vetted specialist engineering behind every deployment.

What does an engagement look like?

An ongoing managed service: Hurdle acts as your outsourced AI partner. AI is changing quickly, so we deploy the best use of it today, maintain what we build, and keep your firm ahead of the curve as the models improve. And everything we build for your firm stays with your firm.

YOUR NEXT STEP

Make room for
the work that matters.

Let’s find where AI will matter most for your firm.

Start a conversation