Our FundOps AI Suite

Leverage our AI Suite to streamline your operations across the entire fund lifecycle.

Leverage our AI Suite to streamline your operations across the entire fund lifecycle.

Client specific

Client specific

Choose ready-made tools of our AI Suite with highly customizable, client-specific AI

Fully secure

Fully secure

Securely hosted AI and data in your private cloud environment on Microsoft Azure.

Support

Support

Continuous technical support and access to new features.

Why does it matter?

Why does it matter?

Automate time-consuming tasks and free up your team’s capacity to focus on high-value strategic work. Our AI solutions boost efficiency, enhance decision-making, and gives your team a competitive edge.

What is it?

Digital empowerment

  • Our FundOps AI Suite streamlines fund operations by automating labor-intensive processes—securely hosted in your own environment and customizable to your needs.

  • From automating fundraising workflows to screening, analyzing, and extracting key financials from IMs, DD materials, and external sources (e.g., Bundesanzeiger), our solutions enhance efficiency across your operations.

How does it work?

How does it work?

True automation — It automates routine tasks by leveraging advanced AI, including large language models, to support with repetitive tasks and processes and analyzes documents, financial data and more.

Seamless integration — Each tool in the FundOps AI suite will be seamlessly integrated into your existing infrastructure, offering interactive analysis of existing files and documents and is easy-to-use through integration into e.g., MSTeams.

Enhancements and support — Continuous enhancements and technical support ensure the system adapts to evolving needs.

Designed to keep your data completely secure—no data ever leaves your private cloud

Designed to keep your data completely secure—no data ever leaves your private cloud

Built on Microsoft Azure, our AI-Suite can be deployed within your own infrastructure, with accessibility via intranet (and VPN).


It seamlessly integrates with Microsoft 365 services like Teams and SharePoint for secure access, seamless data/document processing and team collaboration.


Boost your fund's operational excellence and automate key tasks

Boost your fund's operational excellence and automate key tasks

Fund Agent

Offering a secure, session-based chatbot with fund knowledge to automate individual tasks without storing data.

Fundraise Agent

Fundraise Agent

Automate investor questionnaires with smart answers for fast, consistent, and efficient responses.

Document Agent

Document Agent

Screen, analyse and summarize documents, ie. (IMs / VDR) to provide interactive, on-demand analysis and insights.

Financials Agent

Financials Agent

Pull key financial data from PDFs to Excel, cutting manual work and errors.


Meeting Documentation

Meeting Documentation

from your phone to automatically summarize meetings, detect speakers, extract action items, in an easy to share format.

Coming soon…

Coming soon…

Agents for recruiting, NDA mark-ups, real-time call guidance, CRM enrichment.

A sneak-peak into our FundOps AI Suite…

A sneak-peak into our FundOps AI Suite…

Fund Agent

Your secure, intelligent fund companion

Automate routine tasks with an LLM-powered, extensive knowledge base

Get instant answers on internal and external knowledge

Fully integrated in Microsoft 365 for secure user authentication, Teams, and Sharepoint

Fundraise Agent

Automate Q&A for investor questionnaires

Smart answer suggestions to LP questionnaires

Consistent, on point responses of an AI that learns & improves with each interaction

Export, proceed with, or share results via Excel or CSV files

Document Agent

A smart way to screen, analyse and digest documents

Summarizes, compares, analyses, and finds specified topics in and across your documents

Manually upload documents or connect a Sharepoint folder

Handles a variety of formats and interprets text, images, and charts

Financials Agent

Smarter analysis and faster extraction of financial data

Instant data extraction from IMs, due diligence material, web exports (e.g., Bundesanzeiger) and more into xlsx

AI-fueled financial analyses and reports

to identify trends & anomalies, generating financial health scores, and more…

One-click save and export

of extracted data, and financial reports

We develop AI and data solutions—
for more than 15 years

We develop AI and data solutions—
for more than 15 years

With more than 15 years of experience in AI and productivity software, and over 100 value creation projects, working closely with fund teams daily, we understand your needs and deliver customizable, AI-driven solutions that optimize PE operations—making us a trusted, hands-on expert advisor focused on maximizing your operational efficiency.

With more than 15 years of experience in AI and productivity software, and over 100 value creation projects, working closely with fund teams daily, we understand your needs and deliver customizable, AI-driven solutions that optimize PE operations—making us a trusted, hands-on expert advisor focused on maximizing your operational efficiency.

Let's talk streamlining your fund operations.

Let's talk streamlining your fund operations.

Integrate our AI-driven solutions that automate your routine tasks and unlock key insights. We streamline your workflows, boost efficiency, and empower your team to focus on value-creating tasks.
Integrate our AI-driven solutions that automate your routine tasks and unlock key insights. We streamline your workflows, boost efficiency, and empower your team to focus on value-creating tasks.

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