AI systems that let
your firm move faster.
Custom AI for RIAs, fund administrators, and family offices — KYC automation, compliance workflows, client reporting, and cross-system intelligence. Built for audit-grade environments and the systems you already run.
87%
reduction in onboarding time
14d→4h
KYC cycle compressed
200+
compliance variables captured automatically
100%
audit trail on every AI action
The friction
Where financial firms bleed time and margin
Investor onboarding that should take hours
Document requests, signature chasing, and manual KYC checks stretch new investor onboarding across weeks. Every day of delay is a day of unrealized AUM.
Client reporting built by hand
Your team spends entire weeks pulling performance data from Addepar, Orion, and Black Diamond — then assembling it into Word documents. That's not analysis. That's transcription.
Surveillance signals that trail the activity
Fraud and compliance anomalies surface days to weeks after the triggering event. By the time a human reviews the signal, the exposure is already written.
Cross-system data queries that take days
Answering a single LP question requires pulling from your CRM, portfolio accounting, and cap-table system — manually. Context that should take seconds takes a workday.
Advisors doing admin instead of advising
Nearly half your PMs' and advisors' working week goes to assembly work: emails, status updates, report formatting. That's time that should be generating alpha.
Compliance reviews that slow every deal
Manual disclosure tracking, policy attestation chasing, and audit preparation consume compliance teams — not because the work is complex, but because it's not automated.
What we deploy
Six systems. One firm that runs on AI.
Each system is production-deployed, not a demo. Built on your existing stack. Full source code ownership.
KYC & Onboarding Engine
Conversational AI collects ~150 compliance variables per investor — identity, accreditation, AML, and suitability — through a guided intake flow. Outputs a structured, audit-ready KYC packet automatically.
KYC & Onboarding Engine
Conversational AI collects ~150 compliance variables per investor — identity, accreditation, AML, and suitability — through a guided intake flow. Outputs a structured, audit-ready KYC packet automatically.
21-day cycle → 4 hoursCompliance & Disclosure Cycles
Orchestrated workflows manage quarterly attestations, disclosure acknowledgements, and policy reviews. Every completion timestamped, every exception escalated to the right human.
Zero manual chasingClient Reporting Assembly
Pull performance, attribution, and commentary from your existing portfolio accounting systems. Auto-draft personalized reports with accurate data — your team reviews, approves, and sends.
80 hrs → 6 hrs/quarterCross-System Knowledge Layer
A natural-language interface over your CRM, portfolio data, and cap-table system. Advisors and PMs ask in plain English; the system queries, reconciles, and responds in seconds.
Day-long searches → secondsSurveillance & Anomaly Detection
Continuous monitoring across trade data, communications, and transaction logs. Suspicious patterns surfaced and routed to compliance before they become reportable events.
Days-late → real-timeInvestor & Cap-Table Operations
Automate subscription tracking, SPV ledger maintenance, waterfall calculations, and K-1 prep. 1,000+ entities managed at the accuracy level your fund administrators bill $400/hr to provide.
1,000+ SPVs handledCompliance isn't an afterthought. It's the architecture.
Data stays in your systems
We build on top of your existing infrastructure. Nothing leaves your environment without your explicit configuration.
Every AI action is logged
Complete audit trail on all AI-generated outputs. Timestamp, input, model version, and reviewer sign-off — always.
Humans own every regulated decision
AI drafts, classifies, and flags. Licensed personnel approve, attest, and execute. That's the non-negotiable boundary.
BAA and DPA ready
We sign Business Associate Agreements and Data Processing Agreements before accessing any production environment.
Fund administrator replaces $400/hr manual work across 1,000+ SPVs
A mid-size fund administrator was manually onboarding LPs into 200+ LLC structures — chasing documents, running KYC checks one by one, and reconciling cap-table entries by hand. Each onboarding cycle ran 2–3 weeks.
What we built
- Conversational KYC intake capturing 150+ compliance variables per investor
- Automated document classification and structured output into cap-table system
- SPV ledger maintenance and waterfall calculation engine
- Exception routing to compliance team with full audit trail
James R., Managing Partner
Series A Fund Administrator, NYC
Results
Integrations
Connects to your existing stack
We build on top of what you already run. Nothing gets replaced.
CRM
Portfolio & Accounting
Compliance & Docs
Data & Workflow
FAQ
Questions from compliance-first firms
Ready to start
Book a 30-minute discovery call.
We'll map your highest-leverage workflows.
No pitch deck. We'll audit your current operations, identify the exact automations worth building, and give you a scope with ROI projections — before you commit to anything.
Book discovery callTypical first response within 4 business hours.