Custom AI workflows built specifically for venture capital: deep integrations with the Affinity stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
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 Affinity, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from Affinity, DealCloud, 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 Affinity data — every client gets a relevant letter, not boilerplate.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
AI ingests each document into Affinity, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop.
For venture capital associates
For venture capital associates
For venture capital associates
For venture capital associates
For venture capital associates
For venture capital associates
The workflows above are starting points. Every venture capital operation runs differently — we build what you actually need.
