AI as the Operating Layer of Private Markets: From Fragmented Workflows to Scalable Execution

2026-07-06
Peter Bergenwald, Jonas Lundberg, Mathias Leijon

Our latest white paper, AI as the Operating Layer of Private Markets: From Fragmented Workflows to Scalable Execution, examines why growth in private markets is increasingly constrained by outdated operating models, and what it takes to scale without adding complexity.

As more investors, transactions and fund structures enter the market, firms are finding that onboarding, capital calls and reporting processes built for a smaller, simpler market can no longer keep pace.

Key insights from the white paper include:

  • Private markets have reached an inflection point: growth in investors, transactions and complexity is outpacing an operating model still reliant on manual documentation, coordination and reporting.
  • Generic AI falls short in this environment: private markets require precise terminology, tightly interconnected workflows and near-zero tolerance for error, conditions horizontal AI tools are not built to handle.
  • Data alone is not the answer: the missing piece is an operational layer that connects information to specific workflows, applying the right rules and constraints at each stage.
  • AI must be embedded, not layered on: ROYC's platform applies AI directly within workflows, governed by risk-tiered autonomy, evidence-grounded outputs and full auditability, so automation scales without increasing risk.
  • Results are measurable: in early deployments, AI-guided onboarding has cut processing time by more than 80%, from hours to minutes.

Download the full white paper to see how private markets can move from fragmented workflows to scalable execution.

AI as the Operating Layer of Private Markets: From Fragmented Workflows to Scalable Execution