Private markets firms don't have an AI problem. They have a governance problem.
Trekka works alongside asset managers, fund administrators, and regulated financial services firms to implement AI safely, defensibly, and at operational scale, without compromising investor trust or regulatory accountability.
Trusted by asset managers, fund administrators, and regulated financial services firms.
"AI is not the threat. Unclear judgment is."
In private markets, errors are not embarrassing. They are material. The risk is not deploying AI. It is deploying it before defining where human judgment must remain.
In private markets, the regulator holds the firm accountable, not the model. Speed is not the currency. Accuracy, auditability, and professional judgment are. Every AI decision carries fiduciary weight.
Across private markets firms, the same patterns emerge.
We partner with leadership teams operating under investor scrutiny, regulatory oversight, and material financial consequence.
Trekka was founded by operators who have worked inside the operational realities of private markets, not around them. We bring 25+ years of institutional experience across fund administration, private equity, real estate, and hedge funds, combined with Big 4 consulting rigor and hands-on AI implementation from startups. Our team has advised hundreds of investment managers on fund operations and has led GenAI implementations specifically designed for private markets workflows, converting unstructured data into governed, audit-ready processes.
We do not stop at strategy recommendations. We work alongside leadership teams to design what human-accountable AI looks like in practice, from governance structures to operating models to sustained organizational capability.
You can enter at any stage. For firms starting from scratch, education, assessment, and execution is the recommended sequence.
A four-week executive education program that gives leadership teams the frameworks, language, and decision-making tools to govern AI deliberately. Built for C-suite leaders in the private markets industry.
A structured engagement that identifies shadow AI, maps your current AI foundation, and produces a clear recommendation on where to act first. Designed to surface the governance gaps most firms don't know they have.
We scope, build, and govern targeted automation for high-value processes. For firms ready to redesign how work happens, we design the oversight structure and build organizational capability for AI-augmented execution.
Most firms underestimate the change required to sustain AI beyond the first deployment. This is an ongoing governance partnership: continuous oversight, regular governance reviews, and capability building as AI scales across the firm.
For senior leaders evaluating AI strategy
Join the AI Academy →For firms actively implementing AI
Book a Discovery Call →