From Digitally Native to AI-Driven: How Moonfare Is Rethinking Private Markets Access

Marine Eugene, Chief Commercial Officer at Moonfare, explains how one of the private markets' most recognised digital platforms is now embedding AI across its investment process, commercial operations, and client experience, without compromising on the high-touch service that sophisticated family offices and investors demand.

Moonfare has built its reputation democratising access to top-tier private market funds by removing friction from the investment process. Now, with a team of 15 investment professionals monitoring over 250+ alternative funds annually and a client base spanning 23 markets, Marine explains how Moonfare is deploying AI to handle the scale of data processing, lead triage, and compliance monitoring that simply wasn’t possible manually.

In this episode, Marine traces the full arc: from the early days of digitising paperwork and onboarding flows, to deploying AI for legal document extraction, Excel automation, and IC memo generation, and into the next wave - using AI to surface fund managers, track live portfolio performance, and deliver the kind of interactive, real-time data experience that family offices are now expecting as standard.

What You’ll Learn:

• How Moonfare’s investment team uses AI to extract key terms from 200-page fund documents in seconds, replacing manual page-by-page review
• Why AI-driven lead scoring and triage is allowing Moonfare to serve 10,000-15,000 new platform registrations per year across 23 markets with a fraction of the junior sales headcount previously required
• How Moonfare trained an internal AI agent on a new brand tone-of-voice book to keep all client-facing teams, from operations to investor relations, communicating consistently
• Why Marine is cautious about fully automating client interactions, and where the human touch remains non-negotiable for high-net-worth and family office investors
• What Moonfare’s investment team could look like in five to ten years: AI surfacing unique fund managers, tracking live portfolio performance, and eliminating the lag in quarterly reporting
• The cultural playbook for AI adoption: AI working groups, team champions, and a clear message that AI is a tool to free talent, not a substitute for it
• Marine’s candid advice to any CCO or CIO who hasn’t yet started: you’re already behind, get curious, learn to prompt, and be very precise about where you expect the return

About Marine Eugene:

Marine Eugene is Chief Commercial Officer at Moonfare, the digital private markets platform recognised for democratising access to institutional-quality funds. Prior to Moonfare, Marine was an executive in the private aviation industry, including at NetJets and FlexJet. Over the past three years at Moonfare, she has led the firm’s commercial growth across 23 markets, with a focus on serving family offices and sophisticated institutional investors through a high-quality, digitally-native experience.

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