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    Capital Markets Partnership · For Funds

    AI value creation, tracked across the portfolio.

    For VC and PE funds where AI-driven value creation sits at the center of the thesis. Two engagement modes: contractor running Quick Wins across the portfolio, or embedded operators inside your own ARLOS organization (our operating system for outcome-based engagements). The fund and its portfolio retain every outcome and capital asset.

    The thesis

    Every Quick Win is a capital asset

    Every Quick Win in a Box delivers a verified outcome and a capital asset the company owns: a real software repository, a permissioned MCP layer, and a trained internal champion who can extend it. AI coding tools have collapsed the cost of building production-grade software, so the bottleneck is no longer engineering capacity. It's the discipline to convert tacit operator knowledge into compounding, owned infrastructure.

    For a fund, that means AI value creation stops being a slide deck and starts being a tracked, allocatable, repeatable line of work in the same place you already manage portfolio operations.

    Two ways to engage

    Contractor or embedded

    The right model depends on whether AI value creation is a pilot you're testing or a thesis you're committing to. Both modes ship the same kind of outcome; only the ownership and integration depth differ.

    01 / Contractor

    Caritas runs Groundwork and Quick Wins

    We engage as an outside vendor. The fund can sponsor portfolio-level Groundwork, or a portfolio company can activate its own Groundwork with a sponsor and operator. A separate value-based Quick Win follows only when that discovery clears the underwriting gate.

    • Paid Groundwork sponsored by the fund or portfolio company
    • Value-based Quick Win in a Box per outcome
    • Priced as a share of the outcome's expected value
    • 50% on activation, 50% on verified success
    • Full repo handoff to each portfolio company
    • Outcomes tracked in the Caritas ARLOS org

    Best for: funds piloting AI value creation across a few portfolio companies before a deeper commitment.

    Most comprehensive

    02 / Embedded Partnership

    Fund licenses ARLOS, Caritas operators embed

    The fund stands up its own ARLOS organization. Caritas operators join as W2 or 1099 alongside your operating partners. Outcomes, capital assets, and IP are retained by the fund and its portfolio companies.

    • Dedicated ARLOS organization for the fund
    • Caritas operators embedded as W2 or 1099
    • Methodology seeding + operator upskilling
    • Custom fit into your value-creation playbook
    • Fund + portfolio retain outcomes, assets, and IP

    Best for: funds where AI-driven value creation sits at the center of the value-creation thesis. Bespoke only: equity (not just cash) plus a custom implementation scope.

    The operating system

    ARLOS, but for your fund

    ARLOS is our operating system for outcome-based engagements. Sponsors post bounties tied to verifiable business outcomes, contributors stake on outcomes they can help deliver, and the system tracks the work, the payouts, and the capital assets that get built along the way.

    In an embedded partnership, the fund stands up its own ARLOS organization. Operating partners, Caritas operators, and portfolio company stakeholders all coordinate through it, and every outcome, every deliverable, and every piece of IP stays with the fund.

    Explore ARLOS at arlos.app

    Common questions

    What fund partners ask first

    Who is the Capital Markets Partnership for?

    Capital markets partners (VC and PE funds) who are serious about AI transformation in their private-markets portfolios. The right fit is a fund where AI-driven outcomes inside portfolio companies sit at the center of the value-creation thesis.

    What are the two engagement modes?

    Contractor mode: the fund sponsors portfolio-level Groundwork, or a portfolio company activates its own paid Groundwork with a sponsor and operator. A separate Quick Win in a Box follows only when the evidence clears the underwriting gate. Embedded Partnership mode: the fund licenses access to ARLOS, our operating system for outcome-based engagements, and Caritas operators join as W2 or 1099 alongside the fund's operating partners. The fund and its portfolio companies retain ownership and capture of every outcome tracked in their own ARLOS organization.

    What is ARLOS?

    ARLOS is our proprietary operating system for catalyzing capital formation through outcome-based engagements. Sponsors post bounties tied to a verifiable business outcome, contributors stake on the outcomes they can help make happen, and the system tracks delivery, payouts, and the capital assets that get built along the way. In an embedded partnership, the fund stands up its own ARLOS organization and uses it to coordinate operating partners, Caritas operators, and portfolio company stakeholders.

    How is this priced?

    Embedded partnerships are bespoke: equity plus a custom implementation scope. In contractor mode, the fund or portfolio company first sponsors paid Groundwork. Any later Quick Win in a Box is separately priced as a share of the outcome's expected value, with 50% on activation and 50% on verified success.

    What do partners get with the embedded model?

    Access to ARLOS as an operating layer for the fund. Caritas operators embedded as W2 or 1099 to seed the practice and upskill the fund's operating partners. A repeatable methodology for delivering capital assets at scale across the portfolio: software your portfolio companies own and that compounds.

    Talk to us

    Every partnership is custom-scoped

    Use the complimentary 30-minute fit call to share one urgent portfolio priority and confirm mutual fit and readiness. Detailed portfolio analysis, recommendations, and partnership design begin only after the appropriate paid engagement is activated.