Confidential Prepared for principals AI governance · Rev. 2026.07
AI governance for private capital

Your AI chats are discoverable business records.

Not privileged. Rarely deletable. Increasingly wired into your email, drive, and deal files. We assess exactly what your AI use exposes, then build the governance to control it, alongside your counsel.

§1

What your AI use exposes

Exhibit A · Retention
The cloud keeps a copy

Consumer AI can retain your chats for up to five years, and a new good-faith clause lets some providers share them with law enforcement without a court order.

Exhibit B · Privilege
Not privileged, fully discoverable

Courts have held AI chats are not privileged. One provider was ordered to produce twenty million conversation logs over its objection.

Exhibit C · Connected AI
One connector, wide open

The moment AI links to your inbox or drive, a single prompt injection can quietly exfiltrate everything it is allowed to read.

Exhibit D · Deletion
Deleting doesn't erase it

Clearing chats and reopening accounts leaves the provider's copy intact, and once litigation is foreseeable, deleting is spoliation.

§2

How we work

01
Intake

A confidential questionnaire maps your entities, tools, investors, and where sensitive data actually lives.

02
Exposure assessment

Cloud versus local models, connected tools, retention, and the exact discovery surface your AI use creates.

03
Governance framework

A security program, AI-use policy, retention and legal-hold procedure, and communications hygiene, tailored to you.

04
Counsel handoff

We package findings for your attorney to finalize. We are governance advisors, not your lawyers, and never pretend otherwise.

§3

Who we work with

Family offices RIAs & advisers Syndicate & fund leads Angel investors Founders holding sensitive cap tables
Why now

In 2025 and 2026, AI providers rewrote their retention and disclosure terms, and courts began ordering chat logs produced by the tens of millions. The rules changed. Most people's habits didn't.

Sources on request · verified against primary policy and case filings

Request a confidential intake.

Tell us where you sit and what worries you. We reply under NDA with next steps and scope. No sales sequence, no data collection beyond what you send.

  • Covered by NDA from first contact
  • A named exposure assessment, not a sales call
  • Reply within two business days

Covered by NDA. Governance advice, not legal advice; we work alongside your counsel.

Request received. If it's a fit, we'll email you a private link to book a confidential call, usually within two business days.