At AI for Alternatives Investment Operations: Insights Over Cocktails, Alkymi gathered industry experts from Franklin Templeton and Alpha Alternatives to discuss the latest trends in digital transformation and AI’s expanding role in alternative investment operations. The conversation covered how firms are leveraging AI across deal sourcing, due diligence, operations and more.

Our panel featured Matt DeLoca, Vice President of Sales at Alkymi, alongside Leszek (Les) Kaldus, Head of Data Strategy and Managing Director at Franklin Templeton, and Michael Tracy, Senior Partner and North America Front & Middle Office Practice Lead at Alpha Alternatives (formerly Lionpoint Group). 

Insights from the Event: 

Where Are Firms Focused?

Over the past 12–18 months, investment firms have accelerated AI adoption across multiple functional areas:

• Deal sourcing & CRMs – Automating data capture and analysis.
  
• Due diligence & investment strategy – Enhancing decision-making with AI-driven insights.
  
• Onboarding & data management – Turning documents into structured, searchable assets.
  
• Client personalization – AI-driven communication, support, and tailored insights.

Shifting From Data Extraction to Full Workflow Automation

Firms are moving beyond basic data extraction to leveraging AI for end-to-end workflow automation, driving greater efficiency across investment teams. By integrating AI into their operations, firms can streamline processes, reduce manual workloads, and enhance decision-making with real-time insights. As AI continues to evolve, its role in optimizing investment workflows will only become more critical, enabling firms to stay competitive in an increasingly data-driven industry.

Levels of AI Adoption

Firms are adopting AI in phases, starting with introductory AI solutions like Co-Pilot, which assists professionals with routine tasks and helps build trust in AI-driven processes. The next level, such as Alkymi Data Inbox,  involves more advanced automation capable of structuring and analyzing unstructured data. At the highest level, Agentic AI, like Alkymi Alpha, enables fully autonomous applications that handle complex decision-making. Alkymi offers AI solutions, empowering firms to streamline workflows, extract insights, and drive smarter investment decisions.

Security & Compliance in AI

As AI adoption grows, firms are placing greater emphasis on security, compliance, and risk management. Ensuring AI-driven workflows align with regulatory requirements is a top priority, particularly in sensitive areas like investor data and deal intelligence.

Predictions for the Next Year

Panelists foresee AI playing an even bigger role in investment operations, driving greater efficiency and deeper insights. Firms will continue to explore how AI can:

• Enhance decision-making in deal sourcing and due diligence
• Automate and Improve workflow processes

As the industry evolves, AI is proving to be more than a tool—it’s becoming an integral part of how investment firms operate.

We’re planning our next Insights Over Cocktails event! Stay tuned—email us at events@alkymi.io for updates.