Pilot
$5,000
- Single-manager DD pack
- One revision round
- PDF + 1-page exec summary
- For first-time buyers
Manager research operation · est. 2026
Institutional manager DD,
in five business days.
Pareto Shift is an AI-augmented research operation for OCIOs, multi-family offices, and small-to-mid institutional allocators. Done-for-you DD packs at $5–15k per manager, signed by a human, in the time the existing market takes to schedule a kickoff call.
The deliverable
A 30–50 page Manager DD Pack, signed by a human, in 5 business days.
Institutional format. Structured the way an allocator's process expects. Plus a structured-data sidecar (CSV/JSON) so it flows into your systems without re-keying.
01
Structured for committee
Executive summary with three-tier recommendation. Firm-and-people, process, performance, risk, operations, compliance, flagged issues, source citations.
02
Cited at the page level
Every quantitative claim resolves to a source document and a page number. Spot-check any number in under a minute.
03
Supervised, not autonomous
A named human reviews and signs every deliverable, consistent with the SEC IM Division's February 2026 guidance on supervised AI.
Who it's for
Allocators in the too big for shortcuts, too small for full Cliffwater bracket.
$5–30B
OCIO firms
$500M–$10B
Multi-family offices
$500M–$5B
Endowments & foundations
Mid & small
Pension consultants
How it works
Intake to delivery in five business days.
-
01
Intake
You send the manager's data-room access, or a list of public identifiers (CIK, ticker, ADV CRD #) so we pull what's available. We confirm the materials package within one business day. The clock starts there.
-
02
Synthesis
AI does the heavy lifting on multimodal document review, structured extraction, and cross-document verification. Every quantitative claim cites its source document and page.
-
03
Sign-off & delivery
A named human reviews every conclusion in the pack and signs the deliverable. PDF and structured-data sidecar in your inbox by end of business day five.
Pricing
Anchored against the alternative, not against cost.
No setup fee. No platform fee. Net 30. What's listed is what's billed.
StandardDefault
$10,000
- Everything in Pilot
- Structured-data sidecar (CSV / JSON)
- One revision round
- For ongoing buyers
Plus
$15,000
- Everything in Standard
- Named peer-set comparative (3 peers)
- Expanded attribution
- Interview-prep questions
Retainer
from $48k/yr
- 20–30% per-pack saving
- Quarterly review call
- Custom format options
- Dedicated channel (Tier 3)
We don't run free trials past the first pilot. We do offer a free first chapter — the executive summary plus firm-and-people sections of a real manager — at no charge if procurement friction makes a $5k pilot impractical to start.
Samples
Three full sample packs, on real publicly-disclosed managers.
Each is the same structure we'd ship on a paid engagement. Built from public materials only — no NDA required to read them.
About
A research operation built around one structural insight.
“The Pareto frontier is the set of optimal tradeoffs — improve one axis, sacrifice another. Manager DD has lived on a brutal version of that frontier for decades. A Pareto shift is when the entire frontier moves outward. The name is the strategy.”
Independence
We do not solicit business from managers we evaluate, do not accept payment from rated managers, and do not maintain proprietary manager rankings. The buyer who commissioned the work is our only client.
Methodology
Every pack is built from disclosed source materials and reviewed under named human supervision before delivery, consistent with the SEC IM Division's February 2026 guidance on supervised AI in investment management.
Pareto Shift is operated by a small, deliberately-structured team. We will introduce the people responsible for your engagement at intake, with full attribution on every deliverable.
Contact
Get in touch. We respond within one business day.
Reading the sample pack first is encouraged but not required. If you'd prefer a brief introductory call, mention it in the email and we'll send three time options.
hi@paretoshift.ai →