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The Shadow AI Audit
A discovery tool to identify ungoverned usage without punishing staff.
A four-week executive program for C-suite leaders in the private markets industry. Move beyond chatbots to the Judgment Classification Framework, the only way to govern AI in a fiduciary environment where accuracy is the currency.
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Enrollment details will come directly to your inbox when registration opens.
While leadership debates strategy, your team is already using AI. They are pasting deal data into public models to survive their workload. The choice is not between AI and no AI. It is between Governed AI and Shadow AI.
"The choice is not between AI and no AI. It is between Governed AI and Shadow AI."
Your junior staff is not acting in bad faith. They are trying to be efficient. But every time they use a personal account to summarize a data room, they breach your privacy perimeter. You need a Sanctioned Alternative before you lose IP.
Five associates using five different prompts produce five different versions of the Firm View. This fragmentation erodes the consistency your LPs rely on. Without a Logic Layer, you lose control of your narrative.
Most firms buy tools before they define problems. This leads to expensive implementations that solve nothing. We stop the spending until you have applied the Problem-First Framework.
Each week builds on the last. By the end, you own a complete decision-making system, not just awareness of the issues.
We dismantle the black box. You will learn why speed is a commodity and accuracy is the currency. We introduce the Super-Associate mental model to define exactly what AI can do (Synthesis) and what it cannot do (Judgment).
The operational core of the course. Stop asking "Can we use AI?" and start asking "What is the Blast Radius?" You will learn to classify every workflow into three categories:
Avoid the money pits. We apply the Impact/Complexity Matrix to your backlog, separating Quick Wins that build governance muscle from Strategic Bets that create competitive moats. You will map your opportunities to three domains: Internal, Client-Facing, and End Customer-Facing.
The critical economic decision: Rent the tool (OpEx) or Build the Logic Layer (CapEx)? We teach you how to treat AI configuration as a transferable software asset that increases Enterprise Value.
This is not a lecture series. It is a guided consulting engagement. You will leave with the same assets we deliver in our $20,000 assessments.
A discovery tool to identify ungoverned usage without punishing staff.
A Build vs. Buy calculator calibrated to your specific data types and risk profile.
A tactical sprint plan to secure your first Quick Win and eliminate Shadow AI.
A 60/40 review standard for Judgment-Supported work, ready to embed in existing workflows.
A repeatable system for classifying any workflow by risk level before applying AI.
The vocabulary to align your executive team and present AI decisions to your board.
No technical background required. Every concept is explained in plain language. The course is designed for executives who need to govern AI, not implement it.
Looking for code, shortcuts, or automation without oversight. This is a governance curriculum for decision-makers in fiduciary environments.
Watch on your schedule. Pause, rewind, revisit. No live attendance required.
One live session per week. Bring your firm's real challenges and work through them with the cohort.
Learn alongside peers from across private markets. Shared context makes the Q&A sessions most valuable.
Every week closes with a framework you apply directly to your firm.
Built for executives who govern AI, not engineers who build it.
Week 4 closes with a 90-day roadmap and a natural path to Trekka's assessment and implementation services.
Both instructors have operated inside the environments this course is designed for. The frameworks taught here come from real decisions made in private markets, not from the outside looking in.
With over two decades of operational and advisory expertise across the private markets ecosystem, Skyler has held executive roles at global administrators including Trident Trust and Stonegate Global. He bridges back-office risk and front-office revenue in a way most technologists cannot. As former Chief Revenue Officer of a venture-backed enterprise AI and tokenization platform, he led the implementation of GenAI workflows built specifically for private equity, real estate, and hedge funds. He knows how to convert unstructured data into governed workflows because he has actually built them. He teaches you how to construct the infrastructure that survives an audit while accelerating growth.
LinkedIn →A veteran of the Big 4 and AI startups, Yvonne specializes in Operating Model Redesign, turning strategic vision into the specific, governed workflows required to execute. She brings hands-on AI automation building experience from early-stage AI companies, combined with the rigor of enterprise transformation at scale. Her core discipline is knowing where AI belongs and, just as importantly, where it does not. Before any building starts, she ensures AI is not being applied in places where the real fix is leadership clarity, process redesign, or decision ownership. She teaches you how to structure the Human-in-the-Loop.
LinkedIn →If something is not covered here, it will be answered in the discovery call or the first live Q&A session.
Enrollment opens before the March launch. Waitlist members hear first and get priority access.
Enrollment details will come directly to your inbox when registration opens.