Workflow design
How deliberately the firm maps, documents and improves the work shared by people and agents.
Open framework · AIMM v1.4
Agentic Investing Maturity Model
Where is your firm on the staircase?
AIMM is a five-level operating model for investment firms adopting agentic AI. It shows where your firm stands today, what the next level requires, the playbook to get there and the evidence needed to advance.
AIMM self-appraisals are indicative, not a formal rating. The framework is open to use, adapt and cite with attribution.
- L1
Ad hoc
Individuals experiment. Valuable ways of working remain personal and leave when the person does.
- L2
Repeatable
Core workflows are documented as reusable tasks that other people in the firm can run.
- L3
Defined
The playbook becomes the firm's agreed way of working, with clear owners and controlled change.
- L4
Managed
Agentic execution is governed and measured across live investment work.
- L5
Optimising
Evidence from every run improves the system, allowing knowledge and performance to compound.
The AgenticInvestor knowledge layer supports every level.
5Maturity levels
12Practice areas
5Profile dimensions
38Assessment questions
Why AIMM
AI adoption is not the same as AI maturity.
Isolated tools and pilots can create activity without building lasting capability. AIMM gives leadership teams a shared language for examining the whole operating model—not just the technology.
It establishes an honest baseline, identifies the level holding the firm back and turns a broad transformation ambition into a practical programme of work.
- Venture capital
- Private equity
- Family offices
- Limited partners
The model
Five levels. One staircase.
Each level builds on the one below it. Firms advance when new ways of working become repeatable, owned, governed, measured and improved—not when they simply add more tools.
- L1
Ad hoc
Individuals experiment. Valuable ways of working remain personal and leave when the person does.
- L2
Repeatable
Core workflows are documented as reusable tasks that other people in the firm can run.
- L3
Defined
The playbook becomes the firm's agreed way of working, with clear owners and controlled change.
- L4
Managed
Agentic execution is governed and measured across live investment work.
- L5
Optimising
Evidence from every run improves the system, allowing knowledge and performance to compound.
AIMM is independently developed for investment firms. Capability-maturity models are acknowledged as historical inspiration; no affiliation, endorsement or compatibility is implied.
A whole-firm view
Measure the capabilities behind the technology.
Your headline level is the starting point. The five-dimension profile shows where capability is strong and where the next quarter's work belongs.
Governance and risk
How access, evidence, oversight and accountability are designed into agentic execution.
People and skills
Whether teams have the capability, confidence and operating habits needed to work effectively with agents.
Tooling and integration
How reliably tools, models, data and firm systems connect around real investment workflows.
Measurement and improvement
How the firm measures outcomes, learns from failures and turns evidence into better versions.
Two ways to begin
Find your level. Then find your next move.
Both instruments are evidence-led self-appraisals. Results remain private unless the participant deliberately chooses otherwise.
Five minutes · 12 questions
Pulse CheckOne honest starting point.
Get an indicative orientation to the AIMM staircase and understand which level to explore next.
Explore the Pulse CheckMember resource · 38 questions
Full AssessmentA five-dimension profile.
Assess every practice area, identify the level holding the firm back and surface the three practices to build next.
Request free accessInside AgenticInvestor
From result to repeatable capability.
AIMM is more than an assessment. Members receive the guidance, examples and learning resources needed to act on what the result reveals.
Understand the model
Start with AIMM at a Glance and the White Paper to understand the staircase, practice areas and evidence model.
Find your current level
Use the five-minute Pulse Check for an indicative starting point, then the 38-question Full Assessment for a five-dimension profile.
Build what comes next
Turn the result into action with the Key Practices Guide, appraisal method, learning decks and implementation resources.
Included for membersAIMM at a GlanceWhite PaperFull AssessmentKey Practices GuideAppraisal MethodLearning decks
The member workspace
Assess, understand and advance.
Move from an initial Pulse Check to the full model, supporting documents and practical resources in one focused environment for investors.
Request free access
AIMM questions
What investment firms need to know.
What is AIMM?
The Agentic Investing Maturity Model is a five-level operating model for investment firms adopting agentic AI. It shows where a firm stands, what the next level requires and the evidence needed to advance.
Is an AIMM result a formal rating?
The Pulse Check and Full Assessment produce indicative self-appraisal results. They are not independent ratings. A formal rating requires a Class A appraisal.
Who is it designed for?
AIMM is built specifically for professional private-market investment firms, including venture-capital and private-equity teams, family offices and limited partners.
What do members receive?
Members can access the full assessment, guidance across all twelve practice areas, the Key Practices Guide, appraisal resources, learning decks and supporting implementation material.
How should a firm begin?
Start with the public Pulse Check to establish an indicative position. Then request free access to AgenticInvestor for the full assessment and resources that support the next stage.
Begin your AIMM journey
Know where your firm stands.
Explore the Pulse Check, then join the completely free AgenticInvestor community to access the full framework and member resources.