AI-powered due diligence for alternative investments
Built to compress a 30-day review into minutes — calibrated to your firm’s standards, trained by every deal you’ve already approved and passed on.
Manager: Coastal Capital Partners | Fund: Coastal Multifamily Fund III
Document review, scoring, screening, and a full audit trail, calibrated to how your team has always evaluated deals.
Trained on the deals you've already done
Disqualifiers, surfaced before they cost you a week
Your scoring framework, applied the same way every time
One audit trail across every fund, every reviewer, every decision
KAIA learns from your historical decisions and applies them consistently.
Document review that used to take 10 days happens before your next meeting.
Every score, every flag, every decision — traceable back to the source document.
Memos generated in your committee's structure, not a generic template.
Critical red flags appear before they cost you a week of diligence.
PDF, document portal, or integrated into the systems you already use.
Case study
An alternatives-focused RIA had a highly manual due diligence process slowing every investment decision. Risk assessments were inconsistent across deals. Stakeholder delays and repeated clarifications created bottlenecks at every committee meeting.
An alternatives-focused RIA ran due diligence by hand. Inconsistent risk scores and repeated clarifications stalled every committee meeting.
What KAIA did
Reviewed 25+ criteria mapped to the firm’s existing due diligence framework. Standardized risk analysis across every deal. Integrated into the firm’s platform so review approvals stayed inside their existing workflow.
Mapped 25+ criteria to the firm’s existing framework and standardized risk analysis across every deal, inside their current workflow.
The result
Due diligence dropped from 10 days to 3. A 70% reduction in review time, with no change to the firm’s standards or approval process.
Due diligence went from 10 days to 3. A 70% reduction, with no change to the firm’s standards or approvals.
What the firm gained
Consistent risk assessments across deals. More confident, data-backed investment decisions.
Start with a discovery call. We’ll walk through how KAIA learns your scoring criteria and where it fits your review process.
