We work with asset managers, asset owners, family offices, and hedge funds to evaluate their current infrastructure, operating model, and strategic challenges.

Our approach delivers:

·       A detailed diagnostic of the existing environment

·       A clear consensus on transformation priorities

·       Guidance on vendor selection and technology architecture

·       C-suite advisory on AI strategy, efficiency opportunities, and innovation pathways

Edge AI partners with a select group of proven, progressive technology providers whose solutions can meaningfully impact the small-to-mid-market buyside.
We support vendors by:

·       Defining and refining go-to-market strategies

·       Mapping the investment management landscape

·       Driving ARR growth through targeted execution and strategic introduction

We support private equity firms and family offices looking to invest in—or expand into—the investment management technology ecosystem.
Engagements include:

·       Commercial and operational due diligence

·       Market mapping and competitive analysis

·       Strategic advisory to accelerate penetration into the buyside