Copilot Services

We leverage Microsoft's Copilot AI solutions to significantly enhance productivity and drive substantial value for business users

We offer a wide rnage of Microsoft Copilot services. By automating repetitive, time-consuming, and tedious tasks, Copilot allows your teams to focus on high-impact activities that require their specialised skills and expertise. This not only improves operational efficiency but also fosters innovation and creativity, as your employees can dedicate more time to strategic initiatives and problem-solving. Our approach ensures that your organisation maximises the potential of AI, leading to improved outcomes and a more dynamic, agile and data-driven business.

Our Microsoft Copilot Services


With Microsoft Copilot Studio and Extensions, we have extensive experience in integrating Copilot with your enterprise data sources. Additionally, we can model various processes to harness Copilot, achieving significant efficiency gains.


We have extensive experience in bringing together powerful data integration and process modelling capabilities to maximize the benefits of Copilot, ensuring your organisation realises enhanced productivity and efficiency.

Business Intelligence
(Power BI)

To expedite reporting and dashboarding, we use Copilot to generate starting template layouts, automate lengthy DAX queries and summarise the results from visuals. Assisting us with each step of the Reporting process.

Office Apps

We can analyse your workflows in Word, Excel, and Outlook. Then we can leverage Copilot's capabilities to automate repetitive tasks, suggest data-driven insights, and improve overall efficiency.


We are experienced in preparing Copilot to allow for ad-hoc analysis so clients can quickly find trends, perform calculations, and generate informative graphics, saving hours of manual work.


Using Copilot to analyse, summarise and provide insights into raw files/datasets has been invaluable for business efficiency. Ensuring all insights are gleaned and we instantly get an understanding for the data provided.

Best Practice

Our understanding of Large Language Model engines allows us to get optimum results from the in-built AI assistant. In order to prevent any erroneous or misleading responses.

We provide bespoke solutions that seamlessly integrate Microsoft Copilot into your workflows, enhancing productivity and enabling smarter decision-making. Our dedicated team excels in leveraging the AI-driven capabilities of Copilot to automate tasks, streamline processes, and deliver actionable insights. Trust us to unlock the full potential of Microsoft Copilot, driving innovation and efficiency across your organization

Relevant Microsoft Copilot Engagements

London GP

PE, RE, Infrastructure

We were engaged to assist the client with the full implementation of their iLEVEL solution, for three teams of stakeholders across the PE, RE & Infrastructure asset classes. We worked with the team to define the metrics to be collected, the import templates and the output reports.  In addition, we also implemented a robust collection process for their ESG data, facilitating the ongoing import and presentation of the impact assessment and scores of their investments.

London Emerging Markets GP


The firm had implemented iLEVEL without external support, resulting in a platform which was unable to support the needs of the business. it|venture was engaged to lead the reimplementation of the platform, building a collection process which was simple to load and maintain, and powered all of the portfolio reporting required by the firm. We also implemented new functionality to allow the client to deal with their cashflow reporting requirements, eliminating the need to maintain a full back-office solution.

EU Family Office

Direct, Secondaries & Credit

We worked with the client to implement an automated collection process, to streamline the import of data from GP reports into iLEVEL. This process significantly reduced the burden on the data teams, who had previously needed to extract from the report and load this data into the system manually. This results were a process which was significantly faster, and with reduced errors.

London GP


Following the successful implementation of iLEVEL, the firm lost several key personnel, who had been maintaining and running the iLEVEL quarterly collection processes. it|venture were able to provide dedicated resource to maintain both the platform itself, and run the quarterly collection process, synchronising the import of data, and producing the output reports for the quarterly portfolio meetings. This included providing process overview sessions for the portfolio companies themselves, ensuring that what was required from them was clearly understood.

London GP


We were engaged to build a set of new collection templates and reports to facilitate the reporting of segmented financials. We designed, built, tested and rolled out the process in an expediated timeline to enable to client to report this data to LPs in the next cycle. In addition, we also designed a process to ensure that the investment team were adequately updating their quarterly commentary, and flagging non-compliance to the management team for their review.

Microsoft Copilot Services
Engagement Models

Project Based Resourcing

Clients that require assistance to deliver a dedicated project, for example the roll-out of new features, the analysis and revision of the site’s data model, the rebuild of existing features or processes, the full re-integration of the platform or the on-boarding of new teams.

Following discovery sessions, a documented scope will be agreed with the client and a commercial proposal provided. Once agreed, we will provide dedicated project resourcing with the appropriate skillsets to deliver the project, working closely with the client’s internal team and business users to ensure success.

Retained Service

Clients that require access to consistent resourcing to provide support and delivery for Microsoft Copilot implementations. Typically, our team will supplement the client’s internal capacity to provide best practice advice and technical delivery of any changes that are required. This ranges from required platform updates, to the full-service management of data collection, upload and report generation.

Resourcing is agreed on a per month basis with time allocated to the client that is utilised over the course of the month on a scheduled basis. Depending on the level of assistance required we can provide everything from full time equivalent resourcing through to one day a week of resourcing.

Ad Hoc Support

Clients who do not have a major project or roadmap to deliver against, but require ad-hoc assistance to deliver smaller changes or supplement internal capacity.

You will be assigned an account manager who will coordinate organising ad-hoc access to resourcing as requests are made for support. The account manager will seek to provide access to a consistent pool of resources throughout the project, and deliver availability timelines upon request.

Case Study

Automation of KPI collection for Portfolio Monitoring in iLEVEL

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