Skip to content

GW Labs / Industries / Investment firms

Investment firms

When investors ask AI about your firm, what do they hear?

LPs, brokers, sponsors and job candidates can now ask AI tools about your firm. We measure what those tools say against your peers, strengthen the record through channels your compliance team approves, and report it to your partners every month.

AI visibility checkIllustrative example
Which private lenders are most active in construction lending?
ASK 8 AIs

We test and optimize for

  • ChatGPT
  • Google AI
  • Gemini
  • Claude
  • Perplexity
  • Grok
  • Copilot
  • Meta AI
✓Named!Named, wrong facts✕Not mentioned
Your firm
3/ 8

Named by 3 of 8, and 1 gives last year’s AUM. Brokers asking this mostly hear about your peers.

Ashby Falls Capital, a peer, was named by 7 of 8.
Fictional firms and answers, showing what our audit checks.

The shift

AI is becoming part of the first read on your firm.

~97%of surveyed LPs use at least one AI tool at work.Emerging Allocators Association, 2026
  • It summarizes you before anyone calls. Strategy, size, people and reputation, in a few lines.
  • It repeats what it finds. An old AUM figure, a partner who left, a forum thread from years ago.
  • Your own materials are often not the source. AI leans on press, profiles and forums you don't control.

Four audiences

Four audiences. Four different questions.

We test the questions each audience asks across eight AI platforms, side by side with the peers you name. The questions below are illustrative.

LPs and consultants

“Which real estate credit managers have held up best through the downturn?”

Are you named, and are your strategy, size and history described correctly?

Borrowers and sponsors

“Who lends on ground-up construction in our market?”

Do you come up for the loans you actually make, in the markets you lend in?

Brokers

“Which debt funds close large bridge loans quickly?”

Are you on the shortlist AI gives the people who bring you deals?

Candidates

“What is it like to work at your firm?”

What do recruits read about your culture, and where does it come from?

How we work

Be found. Be right. Prove it.

01

Be found

  • Named when the question is about your strategy, not just your name
  • Your share of AI answers against named peers, for each audience
  • Eight AI platforms, tested every month
02

Be right

  • AUM, strategy, leadership and recent deals stated correctly
  • The sources AI leans on, from forums and old press to outdated profiles
  • A stronger record, built from approved and sourced material
03

Prove it

  • A one-page monthly Scorecard for your partners
  • Share of answers, facts corrected and the sources AI cites
  • The pipeline numbers you choose: inbound deals, investor inquiries, applicants

Built for compliance review

Nothing goes live without your compliance team.

Sourced and approved

Every claim we recommend is sourced and goes through your compliance team before it goes live. No performance claims.

No shortcuts

No seeded reviews, forum posts or “independent” articles. For SEC-registered advisers, the Marketing Rule can treat third-party content a firm helped prepare as the firm’s own advertisement.

Your data stays yours

The data you share is used only for your reports, never in benchmarks. NDA on request.

The engagement

Start with an audit. Then measure every month.

STEP 1

Confidential AI read

Free

A short read on how AI answers questions about your firm and two or three peers.

STEP 2

Two-week audit

Scoped

Four audiences, eight AI platforms, named peers, the sources AI relies on, and a readout your compliance team can sign off on.

STEP 3

Monthly Scorecard

Scoped

The Scorecard for your partners, a brief for your PR firm, and the record strengthened with your web and communications teams.

Pricing is scoped after a conversation, based on the audiences and peers you want measured. We work alongside your PR firm and agencies: we brief and measure, they place.

Boutique by design

Founder-led. Senior from day one.

You won't be handed to a junior account manager. The people who run your audit build what comes next, with the same AI tools we sell.

GW Labs was founded by Rob Goldstein, who has spent more than 20 years building brands, events and the revenue behind them, including co-founding an Inc. 5000 craft beverage company.

  • Inc. 5000craft beverage company our founder co-founded and served as CMO, then CRO
  • Top 4%of ~11,000 U.S. craft breweries by production
  • 100,000+email subscribers built from zero
  • 30+festivals produced

FAQ

Questions

Do you replace our PR firm?

No. We brief and measure; they place. The Scorecard shows whether their work changes what AI says about you.

How do you work with compliance?

Your compliance team sees every recommendation before anything goes live. We don't seed reviews or third-party posts, and we don't make performance claims.

What does it cost?

The confidential AI read is free. The audit and the monthly Scorecard are scoped after a conversation, based on the audiences and peers you want measured.

Find out what AI
says about your firm.

Confidential, in plain English, with no sales call required.