We make your AI investmentpay off

By The People is an AI implementation advisory. We turn pilots into measurable business benefit and hand the wheel to your people, not a vendor.

Take the three-minute readiness survey

This compares you to other investment companies. We will send you the final assessment.

PARTNER

4.5 days to 20 minutes
Median turnaround on the processes we have rebuilt.
47 working years
Of time returned to the people we work with.
$100M+
In value created across every BTP deployment.

Three engagements we have completed for firms like yours.

You already sense there is more in this than you are getting. The same work with less of the week spent on it, or work nobody has time to reach today. The hard part is knowing where it starts. These three started the same way.

Private credit · document review

Reading for LME exposure

A private credit team measures LME risk by knowing which borrowers’ documents leave room for a liability: unrestricted subsidiary capacity, investment and transfer baskets, and whatever the definitions genuinely allow. The read used to take a week per contract and days to find the valid addendums. Now it runs as a structured first pass across the book, every finding cited to the clause it came from, so counsel starts from the questions and risk is properly assessed.

Investor relations · record keeping

Email into the CRM

The CRM was only ever as current as the last person who remembered to update it, so relationships and next steps stayed in inboxes and never reached the record. Now the correspondence is read, the contacts, firms and follow-ups become straight CRM entries, and the owner confirms rather than retypes. Escalations are based on sentiment analysis in real time on correspondence as it happens.

Fund finance · quarterly reporting

The quarterly roll forward

Every quarter the performance file was rebuilt by hand: the same schedules, the new quarter’s figures, and a tie-out to the prior quarter that had to be right before anything left the building. We documented how the file was really produced, then built the roll and the tie-out with the team that owns it. They review and explain what moved in hours, not days.

Buying Claude is the easy part.

We are in Anthropic’s Claude Partner Network, so the model and the people who build it are within reach. That is not what decides your return. What decides it comes after the licence: which work gets handed over, how the request is framed, how the answer is verified. It is where most pilots stop short of a result, and it is the part we work on with you.

CLAUDE PARTNER NETWORK

Three ways the work starts inside a firm.

A session for the people who will use it on Monday, a standing programme for the firm, or an engineer inside the team. Most firms begin with the first and decide from there.

Prompt engineering workshop

90 minutes to two hours

Most disappointing output is a specification failure. Ninety minutes to two hours, in person, run on your firm's own documents rather than a sample set: what not to delegate, how to specify a whole task, and how much verification the consequence warrants. Over 100 sessions across more than 50 financial services firms.

One industry

We know your business before we arrive.

Every framework, workshop and playbook we use was built inside investment firms. Nobody has to explain what a quality-of-earnings report is for, why the compliance certificate matters more than the borrower’s own deck, or what happens to a deal team in the four days before IC. You get week three on the first day.

You can rely on our experience

Over 100 workshops delivered at more than 50 financial services firms. Every example we use came out of one of them.

Our referrals make the difference

Firms come to us because someone they respect in the industry told them to. That is the entire pipeline, and it holds only while the work holds.

It shows up in your numbers

We measure the engagement in business metrics that give you a competitive edge.

Start with a conversation.

Tell us what your teams are trying to do with AI and where it stops short. Two hours with one team is a reasonable place to begin, and a reasonable place to stop.

Request a conversation See the services

hello@bythepeople.tech