Use cases/Asset managers
No. 02·Asset managers·Pipeline·2026

We aggregated relevant government RFPs into one queue and auto-filled responses from the firm's own past submissions, turning a manual scavenger hunt into a review-and-send workflow.

Industry
Asset management
Source
Federal + state RFP portals
Users
BD team, compliance
Surface
Internal pipeline + draft editor

The problem

Government RFPs were a real channel for the firm, but a punishing one. Sourcing happened across a dozen portals, each with their own login, taxonomy, and notification cadence. Drafting happened in Word, by copying and adapting answers from prior submissions that nobody could find quickly.

By the time an RFP made it through internal triage, the team often had two or three days left to write a fifty-page response. Most got passed.

What we built

A pooled RFP intake that watches the relevant government portals, classifies new opportunities against the firm's mandate, and surfaces matches into a single queue with deadlines, point values, and required artifacts.

For matches the team accepts, the system auto-drafts the response by pulling answers from the firm's own library of approved past submissions, AUM disclosures, bios, and policy language. Citations link back to the source document so compliance can verify provenance.

Review, not write

BD opens a draft that is already 70–85% filled with the firm's own approved language. They edit, fill the gaps that are genuinely new, route to compliance, and submit.

The library learns from every submission. Approved answers get tagged and become source material for the next response.

What changed

The team responds to substantially more RFPs without growing headcount, and the responses they do submit are more consistent because they are built from the same approved language. The portal-watching is no longer a person's job.

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Related notes
Jun 2026·8 min
Why the RFP response is already late before anyone starts writing
BD found the opportunity. The deadline is in ten days. Most of that window goes to locating the right answers and confirming they are still current, before a word gets written.
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