Thirteen specialized agents handle sales, financials, banking, tax, legal documents, closings, entities, diligence, investor support, reporting, regulatory filings, syndication, and audit — coordinated on one platform, working around the clock.
The agent roster
Each agent owns a domain of fund operations end to end — and they share context, so work hands off between them automatically. Select any agent to watch it complete a task live.
Onboarding & Advisory
From idea to the right structure
Walks clients through SPV and fund options, explains each structure, and recommends the right vehicle for their raise.
Help a new…
Run taskAccounting & NAV
Books that reconcile themselves
Automates capital accounts, NAV calculations, and financial statements with continuous reconciliation across your ledger.
Close the books…
Run taskTreasury & Payments
Every wire, verified
Orchestrates account opening, wire verification, and cash movement with fraud checks built into every transfer.
Verify and release…
Run taskCompliance & Filings
K-1s without the crunch
Generates K-1s, tracks filing deadlines, and models tax outcomes across jurisdictions in real time.
12k+
Filings automated
Legal & Drafting
Draft, review, redline
Generates and reviews legal documents — side letters, LPAs, NDAs, and subscription agreements — flagging risks and off-market terms.
Review an incoming…
Run taskDeal Execution
From term sheet to close
Coordinates subscription docs, signatures, and funding steps so every closing lands on schedule.
3 days
Avg. close
Formation & Governance
Structures, spun up instantly
Forms SPVs and funds, maintains registered agents, and keeps entity records audit-ready across states.
Form a Delaware…
Run taskInvestment Analysis
Know the asset, cold
Diligences target companies and assets — analyzing financials, market position, cap table, and risk before you invest.
Run diligence on…
Run taskRelations & Service
LPs answered, 24/7
Handles investor inquiries, statement requests, and onboarding with context from every fund document.
<30s
First response
Analytics & Insights
Every report, on demand
Assembles LP reports, performance dashboards, and ad-hoc analytics from live fund data in minutes.
-95%
Report build
Compliance & Filings
Deadlines that never slip
Prepares and submits regulatory filings across the SEC and global regimes, tracking every obligation.
100%
On-time rate
Capital Raising
Allocations, orchestrated
Manages deal syndication end to end — allocations, investor outreach, and commitment tracking across the raise.
3x
Raise velocity
Assurance & Controls
A clean audit, continuously
Audits fund records end to end — reconciling subscriptions, wires, KYC, fee rates, and documents against source of truth.
Audit FigureAI —…
Run taskOrchestration
Allocations agents operate as one system. Work flows between them automatically while you keep oversight where it matters.
Every agent reads from one source of truth, so a new close instantly updates financials, tax, and investor records.
Agents trigger each other — diligence clears, closing fires, banking wires, financials book. No human relay.
Set approval thresholds per agent. Anything above the line pauses for a person, with a full audit trail.
Deploy the agents that fit your operation today and add the rest as you scale. Prototype access is opening now.