Automate fund operations and cut IT costs by 72%. AI-powered document classification, IR monitoring, and workflow orchestration.
VC and PE funds are drowning in documents. Capital calls, distribution notices, quarterly reports, K-1s, side letters -- every quarter brings another avalanche of PDFs and emails that someone has to manually sort, file, and act on.
The typical response is to hire more ops staff. But headcount grows linearly while fund complexity grows exponentially. One fund with 50 LPs generates thousands of documents per year. Two funds doubles that. Three funds and your ops team is spending 80% of their time on document handling instead of actual operations.
Meanwhile, your IR team is manually monitoring inboxes for investor requests, your compliance team is tracking deadlines in spreadsheets, and your CFO is wondering why IT costs keep climbing when nothing seems to get faster.
Automatically classify incoming documents by type, fund, and urgency. Capital calls, distribution notices, K-1s, compliance filings -- routed to the right person within seconds of arrival.
Monitor investor email channels 24/7. Auto-detect requests, flag urgent items, draft response templates, and track response times against your SLAs.
Connect your existing tools into automated workflows. When a capital call arrives, the system creates tasks, notifies the right team members, tracks deadlines, and escalates before anything is overdue.
Full audit of your technology stack, vendor costs, and process inefficiencies. Identify where you are overspending and where automation delivers the highest ROI.
Fixed pricing. No hourly rates. No surprises.
2 weeks
6-10 weeks
Ongoing
A fund operations audit starts at €5K. This includes a comprehensive review of your current workflows, technology stack, team structure, and vendor costs. You receive a detailed report with specific automation recommendations, projected savings, and an implementation roadmap prioritized by ROI.
Our AI classification handles capital call notices, distribution notices, quarterly reports, K-1 tax documents, subscription agreements, side letters, investor correspondence, compliance filings, and financial statements. The system learns from your specific document patterns and improves accuracy over time.
Full fund operations automation typically takes 6-10 weeks from kickoff to production. The timeline depends on the number of integrations, document types, and workflow complexity. We start with a 2-week audit phase, followed by 4-8 weeks of implementation with weekly progress updates.
Yes. We build on top of your existing stack rather than replacing it. Common integrations include Jira for task management, Slack for notifications and approvals, Google Workspace for document storage and email monitoring, and whatever CRM or portfolio management tool you already use.
A VC fund was spending €180K/year on manual document processing and IT operations with a growing team and shrinking efficiency.
AI-powered document classification, automated IR monitoring, and workflow orchestration replaced manual processes across the entire operations stack.