Custom AI

Fund-Native AI Agents

Bespoke AI workflows for private fund operations, built on the FundCore Data Model, deployed in your environment.

Custom-built AI workflows for private fund operations. Unlike generic LLM applications, our agents understand fund entities, relationships, and semantics natively — because they're built on clean, structured fund data, not raw spreadsheets. Document agents read PDFs. Calculation agents run waterfalls. Reporting agents draft LP letters. Knowledge agents answer questions with citations.

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Generic AI doesn't know your fund

Off-the-shelf LLM applications don't know what a PCAP is, can't tell a partnership term from a side letter, and have no idea how your specific carry waterfall works. They produce confident-sounding nonsense. Our agents actually understand fund operations because they're built on a purpose-built data layer that encodes how private fund data actually relates.

What we build

Document Agents

Read PDFs and extract structured data. Subscription documents, partnership agreements, side letters, capital call notices, distribution notices.

Structured data in the model, ready for downstream use.

Calculation Agents

Run waterfalls (American or European) against your actual PPM terms. Compute carry. Validate capital account math. Show their work back to source.

Auditable calculations with full provenance.

Reporting Agents

Draft LP letters, capital call notices, distribution notices, and quarterly updates from real fund events, not templates with placeholders.

Draft communications you review and approve.

Knowledge Agents

Ask a question about your fund documents (partnership agreements, side letters, board materials) and get an answer with citations to the source pages.

Answers grounded in your actual documents, not generic LLM hallucinations.

How we build

  1. 1

    Discovery

    We scope the agent together. What workflow does it serve? What inputs? What outputs? What does "good" look like? Fixed-price quote at the end.

  2. 2

    Build

    We build on top of your clean, structured fund data. If your data isn't clean yet, we handle that as part of the engagement.

  3. 3

    Validation

    Every output goes through human review during build. We don't ship until you sign off on the agent's accuracy.

  4. 4

    Deployment

    Agent runs in your environment, under your control. You own the methodology and the outputs.

  5. 5

    Optional ongoing support

    We can stay on a small retainer to evolve the agent as your fund's needs change.

Engagement scope

Every AI Agent build is fixed-price, scoped per engagement after a discovery call. Most single-agent builds fall in the $8–15K range. We don't bill hourly. We don't do scope creep. The price we quote is the price you pay.

Ready to scope an AI Agent build?

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