What Does an AI Audit Look Like with Maai? Board decks are filling up with urgent questions about artificial intelligence, yet most leadership teams still wrestle with a basic dilemma: How do we separate high-ROI use cases from the noise of thousands of new tools?  Executives at venture-capital and private-equity firms feel this pain acutely. Limited-partner (LP)­ relations, diligence requests, and portfolio monitoring already stretch bandwidth; layering AI on top can feel like another uncontrolled experiment. Maai Services Group created the AI Audit precisely for this moment. It is a structured, security-first assessment that meets firms wherever they are—whether a handful of Copilot licences are gathering dust or a pilot program is already underway—and delivers a clear, defensible roadmap from quick wins to compounding automation. Engagement at a Glance

An audit begins with a short discovery call where we define scope and agree on a flat fee that fits the complexity of your workflows. Pricing always aligns to value: we guarantee that the savings and capacity we surface will outweigh the investment you make in the audit itself.

Most clients focus first on one high-impact process—often LP communications or early-stage diligence—then broaden the engagement once they see how quickly the insights translate into time saved.

How the Audit Unfolds 1 | Intro & NDA

A brief video meeting confirms strategic fit, clarifies objectives, and puts confidentiality in place.

2 | Kick-Off & Scoping

Stakeholders and Maai consultants workshop the target workflow, map data owners, and define success metrics such as turnaround time, analyst effort, or error rates.

3 | Discovery Interviews

Focused group sessions and one-on-one conversations uncover hidden hand-offs, duplicate tools, and manual checkpoints. Discussions are transcribed and distilled into swim-lane diagrams—capturing detail without monopolizing calendars.

4 | Analysis & Mapping

Maai analysts work offline, benchmarking your AI maturity, quantifying hours and license costs, and modeling savings under conservative, moderate, and aggressive scenarios.

5 | Recommendation Workshop

You receive side-by-side current-state and optimized process maps, a line-item savings model, and demos of two vetted tools for each pain point. A ready-to-use Prompt Library lets your team reclaim time the same day.

6 | Decision Gate

Choose the next step: run with the roadmap internally, engage Maai for implementation, or expand directly into wider workflow automation. A statement of work follows immediately—no surprises.

Where the Biggest Wins Emerge • LP Relationship Management – Automated ingestion of emails, capital-call responses, and market news feeds into a single knowledge layer slashes the effort required to craft personalized updates and respond to ad-hoc queries. • Due Diligence & Deal Evaluation – AI-powered document review, data-room summarisation, and risk-flagging reduce analyst fatigue and accelerate confident “go / no-go” decisions.

These domains share a profile: high information volume, repeatable structure, and direct visibility to LPs and boards—making them ideal proving grounds for the Audit’s ROI model.

What You Receive • AI Maturity Snapshot – A concise graphic that places your organization on Maai’s Five-Phase Adoption curve and highlights the upside of the next stage. • Process Maps (Current vs Optimized) – Clear diagrams revealing bottlenecks and illustrating the streamlined future state. • Savings Model – A conservative forecast of recoverable hours and dollars, presented in ranges so decision-makers can stress-test assumptions. • Tooling Playbook – Two best-fit solutions per workflow, each with onboarding checklists, licence considerations, and integration notes. • Prompt Library – Pre-tested prompts tailored to your data so analysts see value on Day 1—no prompt-engineering rabbit holes required. Flexible Pricing, Guaranteed ROI

Audit fees scale with scope, never with seat count. After scoping, you receive an all-in price and a commitment that the projected savings will exceed that number. Whether you later engage Maai for full implementation or prefer an advisory-only path, our north star is the same: turn complex, costly processes into automated, lower-cost engines of growth.

Security & Compliance All partner tools in our playbook hold SOC 2 and GDPR credentials, and every custom implementation respects the security standards of your firm and your LPs. Need on-prem deployment or a locally hosted language model? We design architectures that keep sensitive data inside your firewall while still delivering the power of state-of-the-art AI. First Step in a Larger Journey The AI Audit is not an isolated service; it is the entry point to Maai’s broader Five-Phase AI Adoption Framework. If you want to see how the audit feeds into long-term maturity—from chat-augmented workflows to fully autonomous agents—download our white paper [link]. For now, the audit gives you the clarity to move forward with confidence. Ready to Begin?

Stop guessing which AI tools belong in your stack and start making decisions backed by a structured, security-first assessment. Click below to schedule your discovery call and see how quickly clarity—and ROI—can follow.

Schedule Your AI Audit → [google cal link]