31.5% of funds switched administrators in 2024

Fund Administration Built for the AI Era

While legacy providers bolt AI onto decades-old systems, we're building the first AI-native fund operations platform.

Start with superior administration—evolve to complete investment intelligence. Purpose-built for $50M-$150M funds who refuse to choose between boutique service and enterprise technology.

The Market Gap We Fill:

Boutique Firms:Great service, limited technology
Enterprise Giants:Advanced tech, treat you like #147
FundCore:Superior service + Superior technology
Industry Expert Partnership

20+ years combined fund admin experience—we lived every problem you're facing

AI-Native Architecture

Built from ground up for AI era, not retrofitted legacy systems

Ready for Next Quarter-End

Seamless Switch™ methodology, not 6+ month nightmares

Founding Partner Program - Limited to 25 funds

Exclusive platform development input • 3-year preferred pricing locked

What FundCore Delivers Today

AI-Enhanced Fund Administration

Real-time carry calculations • Glass Box 2.0™ transparency • Professional LP portal

FundChat AI Assistant

Ask any question about your fund in plain English • <3 second responses

Automated NAV Packages

From quarter-end to LP delivery in hours • ILPA+ compliant reporting

Document Intelligence

Every document searchable • Natural language queries • Auto-categorization

Ready for Next Quarter-End

Seamless Switch™ methodology • Fast implementation vs. 6+ months industry standard

$5,000/month

Complete enhanced fund administration • Fixed pricing • No surprises

Built for AI-native evolution—but delivering superior results today

Built for mid-market PE/VC funds managing $50M-$150M who are tired of operational complexity

Real-Time
Reporting & Analytics
Industry-Leading
LPXM Platform
AI-Native
Operations
One Platform
Zero Juggling
Market Crisis Analysis

The Perfect Storm Destroying Fund Operations

Three converging forces are breaking traditional fund administration. The funds that adapt first will have an unshakeable competitive advantage.

Operational Overload

Manual processes breaking under fund growth

90% of spreadsheets contain errors that can derail operations

Key person dependencies creating dangerous bottlenecks

Juggling 5+ different systems and vendors

LP Expectation Evolution

Real-time transparency becoming table stakes

Nearly 100% of LPs adopting new reporting standards (ILPA, 2025)

Professional presentation standards rising quarterly

Black-box calculations no longer acceptable

Provider Response Gap

31.5% of funds switched administrators in 2024 seeking better solutions

Legacy providers struggling with modern requirements

Enterprise giants treating mid-market like "account #147"

Boutique firms collapsing under complexity

"2,477 funds switched administrators in just 12 months"

—JTC Group, 2023 • The great migration is accelerating

The Goldilocks Problem

No Perfect Fit in Today's Market

Boutique Firms

Service QualityEXCELLENT
TechnologyLIMITED
ScalabilityBREAKS

Enterprise Giants

TechnologyADVANCED
ServiceACCOUNT #147
AttentionMINIMAL

FundCore

ServiceSUPERIOR
TechnologyAI-NATIVE
FocusMID-MARKET

The First Provider to Solve the Goldilocks Problem

Superior service AND superior technology, purpose-built for mid-market funds

Industry Veteran Credentials

Built by Fund Administration Veterans Who Lived Every Problem You're Facing

We didn't study the problems from the outside. We lived them from the inside. Then we built the solution.

20+ Years Combined Experience

Our founding team has collectively managed fund operations for hundreds of millions in AUM, working with boutique firms, enterprise providers, and everything in between.

Operational Failures

Witnessed quarter-end disasters destroy GP/LP relationships

Technology Limitations

Fought with legacy systems that couldn't scale with fund growth

Service Gaps

Experienced both boutique collapses and enterprise indifference

LP Relationship Stress

Managed through reporting delays and transparency challenges

Our Design Philosophy

"Every workflow was designed from a real-world pain point. Every feature solves an actual problem we've personally experienced."
No theoretical solutions—only battle-tested approaches
Built for the complexities we know you face
Informed by what actually breaks in fund operations

Seamless Switch™

Proprietary migration methodology born from painful transitions

Glass Box 2.0™

Complete transparency methodology ending LP calculation disputes

Fixed-Fee Model

No surprise costs or scope creep—learned from painful experience

AI-Native Build

From-scratch architecture designed for intelligence, not retrofitted

Experience the Difference Industry Expertise Makes

Work with professionals who understand your challenges because we've lived them.

Industry-Redefining AI-Native Platform

FundCore isn't just better fund administration - it's a complete redefinition of what's possible. AI-native operations and reporting that transforms how funds operate and make decisions.

AI-Native Operations Platform

Operations that think, adapt, and optimize themselves - not just automated processes but intelligent decision-making at every level

  • Self-optimizing workflows
  • Predictive issue resolution
  • Adaptive process improvement

Industry-Leading LPXM

Limited Partner Experience Management that sets the gold standard - ILPA-compliant reporting, transparent dashboards, and the most comprehensive LP platform in fund admin

  • ILPA-compliant transparency
  • Real-time LP portal access
  • Institutional-grade reporting

Real-Time Intelligence Engine

Complete operational intelligence that delivers instant insights and predictive analytics impossible with traditional quarterly reporting cycles

  • Live performance metrics
  • Predictive fund analytics
  • Instant decision support

One Complete Platform

Eliminate vendor juggling with a unified platform that consolidates fund admin, LP portal, reporting, analytics, and compliance in one intelligent system

  • Zero platform switching
  • Unified data ecosystem
  • Seamless workflows

The Transformation

Before FundCore

  • Unresponsive fund admin teams

    Days to get answers, constant staff turnover

  • Antiquated delivery processes

    Excel-based workflows, manual errors

  • Annual price increases

    Locked-in contracts, rising fees, limited options

  • Black box reporting

    No transparency, quarterly delays, reactive decisions

With FundCore

  • Real-time intelligence

    Live KPIs, instant insights, always current

  • Unified data ecosystem

    All data connected, single source of truth

  • Advanced analytics

    Predictive intelligence, deep insights

  • Proactive optimization

    Anticipate issues, optimize performance

This isn't just better fund administration - it's a complete redefinition of what's possible

Stop Managing Six Different Platforms

One Platform. Everything Connected.

Your current tech stack is a patchwork of point solutions that don't talk to each other. FundCore consolidates everything into one intelligent platform.

Your Current Tech Stack Chaos

Big fund admins trap you with high fees, unresponsive teams, and outdated processes. Multiple platforms create chaos:

  • Traditional Fund Admin

    $75K+ annually, slow responses, limited service, yearly price increases

  • LP Portal Solution

    $15K+ annually, limited features, manual data uploads

  • Portfolio Monitoring Tools

    $12K+ annually, separate data entry required

  • Analytics & Reporting Tools

    $8K+ annually each, fragmented insights

  • Integration & IT Support

    $15K+ annually just to keep things working

Total Stack Cost: $125K+ annually + endless frustration

FundCore Complete Platform

Everything you need in one intelligent, integrated platform:

  • Complete Fund Administration

    Books & records, reporting, compliance - all included

  • Industry-Leading LPXM Platform

    ILPA-compliant transparency, real-time LP access, institutional-grade reporting

  • Portfolio Intelligence

    Automated monitoring and analytics, no manual data entry

  • Advanced Analytics & Reporting

    AI-powered insights across all your fund data

  • Zero Integration Required

    Everything works together from day one

One Platform. One Price. Infinite Capabilities.

The Platform Consolidation Advantage

Current State

  • 6+ separate platforms
  • Manual data entry
  • Integration headaches
  • $125K+ annually
  • Fragmented insights

FundCore State

  • One complete platform
  • Automated everything
  • Native integration
  • Significant savings
  • Unified intelligence

Stop managing vendors. Start managing your fund.

Risk-Free Evaluation

See the Difference Before You Commit

We're so confident in our superior approach that we'll prove it side-by-side with your current provider.

No Risk, All Upside

The Parallel Run Evaluation

"Evaluate FundCore alongside your current provider. See the difference before you commit."

Keep Current Provider

No disruption to your operations

Add FundCore Parallel

Side-by-side comparison

Choose Based on Results

Data-driven decision

No contracts • No commitments • Just results

Ready for Next Quarter-End

Seamless Switch™ methodology, not 6+ months

Fixed-Fee Pricing

No surprise costs or scope creep

Complete Data Accuracy

Audit trails and error-free calculations

Direct Expert Access

Founding team, not account reps

Built for Your Confidence, Not Our Convenience

We've seen too many funds trapped in bad relationships with legacy providers. That's why we build trust through performance, not contracts.

What Makes This Different:

No long-term contracts

Earn your business monthly, not trap it yearly

Complete transparency

Every calculation traceable to source data

Parallel run option

Prove superiority before you switch

Industry Reality:

Funds that switched in 2024:31.5%
Average switching time:6+ months
FundCore implementation:Next quarter

"The parallel run convinced us. Side-by-side, there was no comparison."

Experience the difference yourself—no risk, just results.

Limited Capacity Alert

Founding Partner Program: Limited to 25 Funds

This isn't artificial scarcity—it's authentic capacity constraints for a pre-launch service. The early movers will have a 12-18 month operational advantage.

25

Total Founding Partners

Natural capacity limit for quality service

31.5%

Switched in 2024

Funds seeking better administration

1

Quarter Implementation

vs. 6+ months industry standard

Market Timing Reality

LP expectations evolving faster than provider capabilities

AI transformation window narrowing rapidly

Best fund administration talent gravitating to AI-native platforms

Early movers gaining 12-18 month advantage over competitors

Founding Partner Benefits

3-Year Preferred Pricing Lock

$5K/month locked regardless of future increases

Exclusive Platform Development Input

Direct influence on feature roadmap and priorities

First Access to New Capabilities

Investment intelligence features as they launch

Direct Founding Team Relationship

No account reps—work with industry experts

EXCLUSIVE

Join the AI-Native Revolution

While your competitors struggle with legacy systems and boutique limitations, you'll be operating with next-generation intelligence and transparency.

The Reality Check:

If you're not implementing AI-native fund operations now, you're falling behind funds that are. The Founding Partner Program is your chance to lead instead of follow.

Founding Partner slots filling on first-come, first-served basis

Don't wait until everyone else figures this out.

The AI-native advantage compounds daily.

Ready to Lead the AI-Native Revolution?

See Your Transformation Path in Action

Don't just imagine superior fund operations— experience them firsthand. See how FundCore transforms every aspect of your fund administration from day one through complete AI-native operations.

MOST POPULAR

Live Transformation Demo

See your actual fund data transformed in real-time during a personalized demonstration

Platform Consolidation Analysis

See how consolidating your vendor stack transforms operations

Fund Admin 3.0 Guide

Download complete evolution roadmap and competitive analysis

Join Forward-Thinking Funds Already Operating in the Future

90%

Faster Reporting

80%

Fewer LP Inquiries

3x

Efficiency Improvement

The Founding Partner Program Won't Last Forever

25 Spots Only
3-Year Price Lock
Exclusive Platform Input

No long-term contracts. No hidden costs. No risk.

Just superior technology, superior service, and results you can measure.

Ready to see what your fund operations could become?