Capital Markets Partnership
AI transformation as a core component of your fund's value-creation engine. We work with capital markets partners who are serious about driving AI outcomes inside their private-markets portfolios.
Every Quick Win in a Box delivers more than an outcome — it delivers a capital asset the company owns: a real software repository, a permissioned MCP layer, and a trained internal champion. We've productized that loop and made it available to funds in two ways.
Contractor Engagement
GSD runs Quick Win in a Box engagements for your portfolio companies as an outside vendor. The fund or the portfolio companies themselves sponsor each bounty.
What's included:
- Standard Quick Win in a Box engagement model
- Bundle pricing: $10K single, $40K (bundle of 5), $70K (bundle of 10)
- 50% upfront, 50% upon verified success per outcome
- Full repository handoff to the portfolio company at completion
- Outcomes tracked in GSD's ARLOS organization
Best for: funds piloting AI value creation across a few portfolio companies before deeper commitment.
Embedded Partnership
The fund licenses access to ARLOS, our operating system, and GSD operators embed as W2 or 1099. The fund and its portfolio companies retain ownership and capture of every outcome tracked in their own ARLOS organization.
What's included:
- Dedicated ARLOS organization for the fund and its portfolio
- GSD operators embedded as W2 or 1099 alongside operating partners
- Methodology seeding plus upskilling of fund and portfolio operators
- Custom integration into the fund's value-creation playbook
- Outcomes, capital assets, and IP retained by fund and portfolio companies
Bespoke only — equity (not just cash) plus a custom implementation scope. For funds where AI-driven value creation is core to the thesis.
Why a Custom Operating System
AI coding tools have collapsed the cost of building real software. The bottleneck is no longer engineering capacity — it's the discipline to convert tacit operator knowledge into owned, compounding capital assets. ARLOS is how we run that conversion at scale: a market for outcomes where sponsors post bounties, operators deliver verifiable results, and the software that emerges belongs to the stakeholder who needs it.
For a fund, that means AI value creation stops being a slide deck and starts being a tracked, allocatable, repeatable line of work in the same place you already manage portfolio operations.
Talk to us about your fund
Every partnership is custom-scoped. Schedule a strategy call to walk through your portfolio, your value-creation thesis, and where an AI transformation engine would slot in.