Built for your seat

Serve 8 Clients Without Hiring a Team of 8

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.

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No signup required · documents never stored · processed in place

Per-client pricing — volume discounts at 5+ and 10+ clients. Contact us for the per-client number that matches your practice.

What changes

The work that used to land on your desk.

Same obligations, same deadlines — handled, cited, and waiting for your approval instead of your evening.

Before Fundry: Context-switching across 5+ client books
After Fundry:

Multi-client dashboard with per-fund P&L from uploaded statements (QuickBooks integration coming soon)

Before Fundry: Tax season means 80-hour weeks
After Fundry:

K-1 parsing and reconciliation in minutes per client — per-LP lines + QSBS §1202 tracking baked in

Before Fundry: Manual portfolio tracking across portco reports
After Fundry:

Automated KPI sync from uploads with stale-data alerts per client

Before Fundry: DDQ responses duplicated across clients
After Fundry:

Firm-specific knowledge base with reusable answers

Your agent team

8 specialists, working your book.

01

Fund / Manco FP&A

ManCo P&L with auto-categorized expenses, fund Statement of Operations, and GP capital accounts

02

Tax Review & Quarterly Reporting

Per-partner K-1 parsing, quarterly tie-outs, and FS Closeout — 24 deterministic checks, with a Rule 144 can-sell date on in-kind distributions

03

Portco Tracker

Portfolio KPIs, stale-data alerts, valuation support with mark history, and per-lot QSBS §1202 eligibility

04

DDQ Response

AI-powered DDQ responses with confidence scores

05

Email

Classifies every inbound email and routes it to the right agent, then drafts replies for review

06

Compliance Advisory

Side-letter and MFN tracking, LPA term extraction, breach detection, and a regulatory deadline calendar

07

GP Carry & Distributions

Distribution waterfall, vesting and clawback math — deterministic, with every tier cited to your LPA

08

Ask Fundry

Your firm's data, one question away — Ask Fundry pulls answers from every agent and document in plain English.

Only here

What you can't get anywhere else.

01

Per-LP K-1 across clients

Persisted per-LP allocations + QSBS §1202 estimator working across every client portfolio.

02

Multi-client dashboard

One pane of glass; per-fund P&L and close status; RBAC per client.

03

Volume economics

Volume discounts at 5+ and 10+ clients. Your clients pay, not you.

Compare plans and what each tier includes on the pricing page.

Get started

See it reconcile your fund.

Upload a DDQ and watch it answer the hardest LP questions — cited, in minutes.

Try a free DDQ

No signup required for the free DDQ. Nothing you upload is stored.

SOC 2 Type II infrastructureDocuments never storedProcessed in placeApproval-gated output