Seven AI agents that replace 3–4 back-office roles — DDQs, LP emails, tax review, FP&A, compliance, portfolio tracking, and GP carry — for $499/mo.
No signup required. Try either agent free — see results in minutes.
Up to 90%
DDQ automation
Draft responses with confidence scores and citations in minutes — not weeks of copy-paste
Same-day
LP responses
Emails classified, prioritized, and drafted before you finish your morning coffee
Minutes
K-1 reconciliation
Automated parsing, variance flags, and audit-ready export — no spreadsheet hell
Without Fundry
With Fundry
LP emails sit 2-3 days in someone's inbox
Classified, prioritized, and draft response in minutes
Expense classification argued over email with accountants
Instant deductibility assessment with regulatory citations
Portfolio updates chased across 60 emails/month
Upload-driven KPIs with stale-data alerts and follow-up drafts
Monthly close takes 3-5 days of manual reconciliation
Auto-categorized expenses with close-ready P&L
40 hours per DDQ season with copy-paste responses
47 answers with confidence scores in 3 minutes
K-1 reconciliation = spreadsheet hell for weeks
Automated parsing, variance flags, and audit-ready export
Every cycle starts from scratch
Knowledge base compounds — each review makes Fundry smarter
Seven specialized agents, each built for a distinct fund ops workflow.
Connect Gmail with read-only OAuth
One-click authorization. Fundry never sends email on your behalf — only reads and classifies.
Every LP email classified automatically
Capital call question, distribution inquiry, reporting request, or ad-hoc — tagged in seconds.
Draft response generated with context
Fundry pulls relevant fund data (NAV, distributions, commitments) and drafts a response for you.
Approve and send from the queue
Review queue shows draft + source data side by side. Edit, approve, or reject. Nothing goes out without your sign-off.
Three steps from upload to audit-ready output.
Upload documents (PDF, DOCX, XLSX, CSV) or connect Gmail and Slack. 5-minute setup. Direct integrations with accounting and cap-table providers are coming soon.
AI agents extract, classify, and draft — with confidence scores on every output.
Approve, edit, or reject in the review queue. Every answer cites its source.
Each agent handles a distinct operational workflow, learns from your firm's data, and improves with every human review.
Classify LP emails and generate context-aware drafts instantly
Classify expenses, flag regulatory gaps, and draft compliance docs
Upload portco reports, extract KPIs, and flag stale data automatically
Categorize expenses and generate close-ready P&L reports
Draft DDQ answers with confidence scores in 3 minutes
Parse K-1s, generate quarterly LP reports, and flag allocation discrepancies
Extract LPA terms, run vesting + waterfall + clawback math, audit-stamped
One question, cited answers from across your entire fund operation. No more searching through emails, DDQs, and spreadsheets.
How did we respond to Sequoia's last email?
Your team sent a follow-up on March 15 with updated NAV figures. The tone was professional and included...
LP Email Agent — 1 citation
Is the partner retreat expense fully deductible?
The $12,800 Aspen retreat is partially deductible (81% confidence). Business-purpose meals qualify under IRC §274, but lodging exceeds per-diem limits...
Compliance Advisory Agent — 2 citations
Which portfolio companies haven't reported this month?
3 of 12 portcos are overdue: Acme Corp (45 days), TechFlow (38 days), and DataStack (32 days). Draft follow-up emails are ready for review.
Portco Tracker Agent — 3 citations
Any tax allocation issues this quarter?
Tax Review flagged a $12K variance in LP allocations for Fund II. The K-1 reconciliation shows...
Tax Review Agent — 2 citations
Every response links back to the source document, DDQ answer, or email thread it came from.
Ask Fundry sees activity from all your agents — DDQ, Email, Tax, Manco, Portco, and Compliance — in one place.
The more you use Fundry, the better Ask Fundry gets. It remembers your preferences and firm context.
SOC 2 Type II inherited via Supabase + Vercel
Documents deleted within 24 hours — never stored on our infra
Human reviews every AI output before it reaches LPs or auditors
Every AI output passes through your review queue before reaching LPs or auditors. Human-in-the-loop, always.
Every answer scored green (>85%), yellow (70–85%), or red (<70%). You know exactly where to focus your review time.
Approve, edit, or reject each item individually. Source citations side-by-side with the draft. Nothing goes out without your sign-off.
A second AI model double-checks critical responses before they reach your queue. The 5-layer quality stack catches errors before you see them.
Core + opportunity + SPV funds at $150-500M AUM. You spend more time on DDQs and LP email than on cash strategy.
Learn more$25-150M fund, no ops team, no fund admin add-on budget. Onboarding has to be 60 seconds, not a 14-tab form.
Learn more3-8 fund clients. Add the 9th without adding headcount — one switcher, one queue, separate firm books.
Learn moreStart free. Upgrade when your team is ready.
Try DDQ free
For single-fund managers
For multi-fund firms
For large multi-fund operations
Manage multiple client firms from one dashboard. AI-augmented financial operations with all 8 agents included.
Contact SalesDedicated success manager, custom model tuning, SLA guarantees, and quarterly business reviews.
Contact SalesSee how much time and money Fundry saves your team each month.
Based on $150/hr for fund operations staff. Estimates per task: DDQ=6hrs, LP email=15min, K-1=1hr, compliance deadline=3hrs, quarterly tie-out=4hrs, portco update=30min.
27 hrs
saved per month
$4,025
value per month
Monthly ROI
After $499/mo subscription
+$3,526
8.1x return
Seven AI agents — DDQs, LP emails, tax review, compliance, expenses, portfolio tracking, and GP carry. Start with a free DDQ. No signup required.