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AI consulting

Nucleus empowers businesses to integrate AI solutions that deliver real results. Many companies struggle to navigate the AI landscape, unsure how to implement technology that aligns with their operations. With deep expertise in financial services and a keen understanding of AI advancements, Nucleus bridges the gap between business needs and cutting-edge AI solutions.

We partner with firms to embed AI seamlessly into their workflows with a tailored, high-touch approach. Our incremental strategy ensures a smooth transition, helping companies select and implement AI solutions that fit within their existing business and technology environment.

Our process

  • Business Assessment – Define objectives and pinpoint high-impact AI use cases.

  • Vendor Selection – Identify and evaluate the best-in-class AI platforms.

  • AI Implementation – Deploy the solution and equip teams to leverage and manage the technology effectively.

Solutions

AI vendors are developing powerful tools designed to optimize business operations, from document automation and advanced analytics to data normalization and workflow orchestration. With a flood of AI solutions on the market, choosing the right one can be overwhelming.

Nucleus does the heavy lifting—vetting top-tier AI platforms, piloting solutions, and guiding firms to the right fit for their specific use case. By eliminating uncertainty and ensuring a seamless rollout, we help businesses embrace AI with confidence and maximize its impact.

Case Study large multi-strategy fund and family office

Company Overview

The client is a multi-strategy alternative investment advisor that has allocated capital to hedge funds, private equity, and venture capital for over 12 years. As their portfolio expanded, so did the volume of documents they managed—500+ per month—leading to inefficiencies, operational bottlenecks, and data integrity concerns. In late 2024, they recognized the transformative potential of AI but lacked the expertise to integrate it into their workflow.

The Challenge

The client faced key operational pain points:

  • Document overload: Manual processing of fund documents was time-consuming and inefficient.

  • Legacy systems: Outdated tools hindered effective data analysis and benchmarking.

  • AI uncertainty: The firm saw AI’s potential but needed guidance to identify and implement the right solution.

Strategic Approach

To modernize operations, they partnered with us. Together, we:

  • Defined a clear use case: Focused AI adoption on document management and investment analysis.

  • Evaluated AI solutions: Assessed general-purpose models (Claude, OpenAI, Gemini) and industry-specific AI providers.

  • Implemented a scalable AI system: Introduced a solution that automated document processing, extracted insights, and benchmarked data across investments.

Results & Impact

50% Reduction in administrative work: AI now handles document management, saving 0.5 FTE.

  1. Enhanced investment analysis: Analysts spend more time on insights, not data collection.

  2. Increased employee satisfaction: Eliminated mundane tasks, allowing teams to focus on high-value work.

  3. Future-ready organization: AI adoption strengthens One Madison’s positioning as an innovative, tech-driven firm.

Key Takeaways

Start with the problem, not the technology: they identified a critical pain point first, then applied AI to solve it.

  1. No one-size-fits-all AI model: General-purpose AI works, but industry-specific solutions may be more precise.

  2. AI is an evolving landscape: Firms must continuously evaluate and adapt as new models emerge.

Why us

Cost-efficient

Competitive pricing due to finance team located in India

Network

Get access to the buy-side including private equity firms, venture capital firms, hedge funds…

Agility

Ability to increase/decrease functions as business develops.