What a governed AI rollout looks like inside a regulated investment firmWhat a governed AI rollout looks like inside a regulated investment firm
Summary
Sun Capital Partners, a leading global private equity firm, monitors a portfolio of approximately 28 companies, and each month it traditionally executed the same monthly reporting by hand every cycle.
Exadel built and now operates the platform that produces those reports, and led the firm-wide AI rollout with approval from the firm’s compliance function. Discovery to live production took six weeks, and the platform has been in use since May 2026.
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The Challenge
Every month, each portfolio company sends in its financial packages to the firm, and the formats between companies never match: Excel workbooks, native PDFs, scanned PDFs that need OCR, PowerPoint, etc. Analysts previously read all documents by hand and rebuilt the same set of outputs every cycle, including flash briefs, monthly financial review reports, and meeting memos. The work was slow, outputs varied between analysts, and the process did not scale as the portfolio grew.
The firm had a second problem, a more challenging one for a regulated investment manager. Companies were increasingly utilizing AI in their monthly reporting, whether or not there was a policy for it. Sun Capital needed a route to firm-wide AI adoption that its own compliance function would approve.
This is the first paper in a three-part series. Whitepaper 2 covers Operational Excellence. Whitepaper 3 covers Implementation, Roadmap, and Cloud Deployment.
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What Exadel built
Exadel built and now operates the reporting platform. It ingests each month's inbound packages, classifies and extracts them from provided formats, and produces flash summaries, monthly financial review reports, meeting memos drawn from verified call transcripts, portfolio risk report cards, and anomaly flags. Those outputs go to firm leadership, deal teams, and analysts. At the co-CEO's request, distribution was extended to senior management inside the portfolio companies themselves.
Alongside the platform, Exadel led a governed AI rollout. Claude Code, Anthropic's agentic coding tool, requires mandatory training and telemetry onboarding for each user. Claude Cowork, an agentic AI feature that can plan and execute multi-step knowledge work, provided enterprise governance controls, including admin-provisioned skills and telemetry. Sun Capital's own AI Committee approved the governance framework before the rollout commenced.
This is the first paper in a three-part series. Whitepaper 2 covers Operational Excellence. Whitepaper 3 covers Implementation, Roadmap, and Cloud Deployment.
Outcome.The platform, in use since May 2026, went from discovery to a live production pipeline in about six weeks. The monthly reporting cycle that analysts used to rebuild by hand now runs on the platform, reducing analysts’ required work by countless hours, and the firm's teams work with AI tools inside a framework with the full approval of the firm’s compliance function.
For a firm like ours, adopting AI is mostly a question of doing it responsibly. Exadel worked through our regulatory requirements, set up the governance, built the platform, and trained our people. Our monthly portfolio reporting now runs on it, and our teams use the tools daily inside the rules we operate under.
Daniel Ireland
Group COO, Sun Capital Partners
Case Studies
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