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From the firm's own write-upReceipt no. 1040
What sucked

Clocktower Ventures relied on manual, research-heavy workflows that consumed significant staff time.

Leadership wanted the whole organization, not just a few power users, to work effectively with modern AI tools, practical, hands-on enablement rather than abstract strategy.

Financial ServicesAI Adoption & Training
What they built

Lattice Partners delivered organization-wide training on leading AI tools including ChatGPT and Claude, focused on real daily tasks, building practical fluency in prompting and tool use across the entire team and shifting AI from novelty to embedded daily practice.

What changed
80% less research time

Research time fell after adopting AI in daily workflows

$3M/yr saved

Estimated annual savings following the program

Daily ops

President reports AI transformed the team's daily operations

Who did it
Martin Anquetil
Co-Founder & Managing Partner, Lattice Partners

Pulled from work they published. Pluris hasn't reviewed it yet.