Scale your practice without adding headcount. Eight AI agents multiply your capacity across clients — FP&A, tax review, portfolio tracking, DDQs, LP emails, compliance, GP carry & waterfall, and the Ask Fundry assistant.
Per-client pricing — volume discounts at 5+ and 10+ clients. Contact us for the per-client number that matches your practice.
Context-switching across 5+ client books
Multi-client dashboard with per-fund P&L from uploaded statements (QuickBooks integration coming soon)
Tax season means 80-hour weeks
K-1 parsing and reconciliation in minutes per client — per-LP lines + QSBS §1202 tracking baked in
Manual portfolio tracking across portco reports
Automated KPI sync from uploads with stale-data alerts per client
DDQ responses duplicated across clients
Firm-specific knowledge base with reusable answers
8 agents tailored to your workflow
Auto-categorized expenses with close-ready P&L
Per-partner K-1 parsing (incl. Box-4, Box-19 in-kind), variance flags, QSBS estimates, audit-ready export
Upload-driven portfolio KPIs, stale-data alerts, and QSBS §1202 eligibility
AI-powered DDQ responses with confidence scores
Classify, prioritize, and draft LP email responses
Expense deductibility assessment with regulatory citations
LPA term extraction + vesting + waterfall + clawback math, audit-stamped
Your firm's data, one question away — Ask Fundry pulls answers from every agent and document in plain English.
Persisted per-LP allocations + QSBS §1202 estimator working across every client portfolio.
One pane of glass; per-fund P&L and close status; RBAC per client.
Volume discounts at 5+ and 10+ clients. Your clients pay, not you.
8 AI agents ready to handle your operational workload. Try DDQ free — no signup required.