The hidden cost of staying the same
Growth stalls when your best people are buried in audit trails, proposal updates, and reconciliations, instead of closing deals. Exceptions pile up, SLAs tighten, capacity hits a wall.
Manual workflows cap your growth, create compliance gaps, and bottleneck how fast you can scale, serve clients, and respond to opportunities. What handles today's volume breaks under tomorrow's growth.
You don't need another platform. You need fewer breaking points, seamless processes, and built-in controls—so you can scale growth without scaling headaches.
Where AI pays back first
Sales & Marketing
-
Content Generation Tool
-
Sales Outreach Bot
-
Fundraising Assistant
Client Services
-
Pitch Material Creator
-
Performance Dashboard
-
Client Onboarding Assistant
-
Client Communication Bot
Operations
-
NAV Review Automation
-
Holdings Reconciliation
-
DDQ Response Bot
Compliance
-
Regulatory Report Generator
-
Risk Alert System
-
Audit Trail Tracker
A proven playbook — not another platform
Our guided, hands-on AI programs, led by industry experts, deliver measurable results through a proven three-phase approach.
Identify
Pinpoint 2–3 quick wins with measurable impact.
Prove
Rapid pilot launch with your live data and existing processes.
Scale
Systematic scaling to enterprise-wide implementation with phased deployment and performance tracking.
Measurable wins — from week one
60%
Accelerated onboarding
2x
More proposals and DDQs/RFPs
30%
Faster resolutions
(fewer exceptions)
2-3x
Faster adoption
(works in your stack)
Who we help
We architect and operationalize AI across all office functions for hedge, private equity, venture, real estate, private credit, and digital asset funds—delivering compound value through specialized expertise and proven processes.
Asset Managers & Fund Admins
Trading Firms & Hedge Funds
Legal, Compliance & Risk Advisory Firms
Our services
We are your end-to-end AI transformation partner focused on three outcomes: driving growth, improving operational efficiency, and strengthening compliance. From ideation and strategy to deployment and optimization, we partner with you to transform your business while upskilling your team.
AI Readiness Assessment
AI readiness evaluation covering growth, operations, and customer experience, with actionable recommendations.
AI Pilot Program
AI pilot program implementing 2–3 quick wins to shape full-rollout planning and implementation roadmap.
Custom Implementations
AI agents and workflows built specifically for complex business requirements to drive sustainable scale and operational efficiency.
Managed AI Innovation Services
Continuous implementation support and organizational change management.
Team Training & Workshops
Hands-on, real-world AI skill-building across your entire organization.
Why Trekka
We're industry veterans and Big 4 strategists who've built AI solutions in the trenches. We integrate with your current tools, maintain compliance and audit standards, and co-develop with your team. You get battle-tested playbooks and workflows you own—no disruptive system changes.
Cross-Asset Expertise
Proven workflows across all major fund types and asset classes.
Human-Centered
Built for adoption, with human-in-the-loop control.
Competitive Edge
Superior reporting speed and accuracy that differentiates your service
Immediate Proof
“Value within a week,” then scale deliberately.