Reliable AI employees that handle deal flow management, LP reporting, fund administration, and portfolio analysis. Custom-built for your fund, running 24/7.
80%
Less manual reporting
100%
LP updates on time
2-4 wks
To first AI employee live
What you've tried
Hiring more analysts and associates
Off-the-shelf PE software (Carta, DealCloud)
Outsourced fund administration
ChatGPT & generic AI
How
works
Custom AI employees trained on your fund data
Connected to your CRM and portfolio systems
We stay with you
Runs with SEC guardrails
80%
Less manual reporting
100%
LP updates on time
2-4 wks
To first AI employee live
0
AI expertise required
Day 1
Discovery
Workflow audit + AI employee deployment plan
Days 2–10
Build
Trained AI employees in staging environment
Days 11–14
Deploy
Live AI employees + monitoring dashboard
Ongoing
Optimize
Monthly performance reports + new capabilities
We'll propose 1-2 AI employees with clear ROI. No commitment -- just a conversation about what's possible for your fund.
Book Free Strategy CallFree 30-minute strategy call. No commitment required.