Fund Intelligence
Fund admin on autopilot
AI automates manual work across onboarding, operations, and compliance. Your team handles exceptions, not data entry.
All AI Features in Beta or Coming Soon
Ask your data anything
Query your investor and fund data in plain English. Get instant answers without building reports or exporting to Excel.
Personalise every interaction
Prepare for meetings or personalise outreach in seconds. Surface investment history, notes, documents and engagement activity without digging through records.
Insights without the busywork
Understand your top investors, spot overdue tasks, or deep dive into capital raise engagement. Get the answers you need without building custom reports.
Stay ahead of compliance
Find investors due for refresh, flag incomplete records, or surface compliance gaps. Stay ahead of exceptions before they become problems.
Ingest, extract, and move on
AI reads, extracts, and organises investor documents so your team spends less time on data entry and more time on decisions.
No more manual data entry
Upload paper applications, wholesale certificates, and supporting documents. AI extracts key data, validates completeness, and creates structured records.
AML / KYC on autopilot
Identify beneficial owners (from trust deeds, registries) and auto-trigger the right AML/KYC flows; chase outstanding items and escalate overdue items.
