- I. SITUATION
- A Tier-1 GCC sovereign wealth fund (AUM > USD 400bn) needed to double the number of deals its investment team could screen without diluting quality of memo..
- II. INTERVENTION
- A five-person pod — one engagement lead, one tech lead, two seniors, one Academy engineer — deployed an agentic investment-memo system running inside the fund's own SDAIA-aligned tenancy. Full retrieval over twenty years of internal deal history plus a controlled public-web corridor.
- III. OUTCOME
- 6-week to 4-day cycle time. 3.