Run more mandates without adding more analysts.
Built for authorized brokers, placement agents, fundraising advisors and introducers. AHI prepares the research, targeting, personalization and follow-up for each client mandate — under that client's authorization, from that client's domain.
AHI is a software service. AHI is not a broker-dealer, placement agent or investment adviser, and does not offer, solicit or negotiate securities. Customers are responsible for their own licensing, authorizations and regulatory obligations.
Permissioned by design.
Separate client workspaces
Each mandate is isolated. Client investor data, contacts and campaign history never cross between clients.
Client authorization controls
Every client sets their own approval policy, approved claims and sender domain before anything goes out.
Protected contacts
Lock the relationships that are yours. AHI will not route around them or expose them to another workspace.
Attribution and introducer tracking
A durable record of who opened which relationship, when, and what came of it.
Conflict detection
Prevent two mandates from approaching the same fund or partner in conflict.
Compliance history
Audit records for authorizations, approvals, sends, claims used and revocations.
Capital Partner AI Agent
For authorized brokers, placement agents, advisors and introducers.
75,000 pooled Agent Credits per month · 5 team seats · 5 active client mandates
- 75,000 pooled AHI Agent Credits per month
- Separate client workspaces
- Client authorization and approval controls
- Private client-investor databases
- Protected contacts
- Attribution and introducer tracking
- Client-specific email domains
- Humanized client messaging, voice and investor rooms
- Campaign and investor conflict detection
- Compliance history and audit records
- Mandate reporting
Additional active mandate: $299 per month · includes 8,000 additional pooled monthly credits
AHI charges a platform subscription and usage fees. AHI does not charge a percentage of capital raised through these plans.
Apply for a managed pilotYour company. Your voice. Your relationships. Your approval.