Agentic Fund Operations

The FundOperating System

AI agents that handle your fund operations end-to-end. From document extraction to portfolio monitoring — on autopilot.

Built by investors, for investors.

Smart Document Extraction

AI agents that read and extract data from capital account statements, distribution notices, and quarterly reports. No templates. No manual entry.

Automated VDR Access

Agents that connect to virtual data rooms, monitor for new documents, and ingest them automatically. You never log in to a portal again.

Real-Time Banking & Cash Flows

Live bank account connections that match incoming distributions to fund notices. Cash flow reconciliation that runs itself.

Fund-Level KPI Engine

Automated calculation of fund performance metrics from financing structures and equity draws. IRR, TVPI, DPI — always current.

Not another dashboard.

Traditional platforms give you tools.

FundFlow gives you agents.

Agents that extract, reconcile, and calculate — so your team focuses on decisions, not data entry.

Your data, your infrastructure, your control. No shared networks. No data pooling.

Your fund operations, on autopilot.

Join institutional investors who replaced manual workflows with AI agents.