Custom AI automations designed for the daily challenges hedge fund operations managers face. Stop doing manually what AI can handle.
AI pre-screens deals against the fund's thesis in Bloomberg AIM, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Bloomberg AIM, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from Bloomberg AIM, Enfusion, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI drafts firm-level commentary and personalizes per-client paragraphs from Bloomberg AIM data — every client gets a relevant letter, not boilerplate.
These are just examples. If you're a hedge fund operations manager with a repetitive process that's eating your time, we can probably automate it.
