Manage core, opportunity, and SPV funds with eight AI agents that handle the operational work your fund admin doesn't cover — DDQs, LP emails, K-1 reconciliation, GP carry & waterfall, compliance, FP&A, portfolio tracking, and Ask Fundry.
Founding cohort — final 20 seats on Scale, locked for life at $999/mo.
All 8 agents on Scale ($999 founding / $1,499 list, locked for life on founding).
40+ hours/quarter on DDQ responses
Draft responses with confidence scores in 3 minutes
2-3 day LP email response delays
Same-day classified, prioritized, and drafted responses
Per-LP K-1 lines + QSBS §1202 tracked in scattered spreadsheets
Persisted per-LP allocations with §1202 5-year eligibility estimates and audit-ready export
GP carry & European waterfall recomputed by hand each close
Tier-by-tier carry calculations with rationale memos and §1061 split applied
8 agents tailored to your workflow
Classify, prioritize, and draft LP email responses
Expense deductibility assessment with regulatory citations
Upload-driven portfolio KPIs, stale-data alerts, and QSBS §1202 eligibility
Auto-categorized expenses with close-ready P&L
AI-powered DDQ responses with confidence scores
Per-partner K-1 parsing (incl. Box-4, Box-19 in-kind), variance flags, QSBS estimates, audit-ready export
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.
Every K-1 line item tied to the LP, fund, and tax year — queryable, exportable, audit-ready.
5-year holding period tracking with per-LP eligibility flags and dollar-impact estimates.
European/American waterfall math with §1061 long/short split and tier-by-tier rationale.
Running a lean Finance team, the biggest unlock has been getting a meaningful chunk of workflows off spreadsheets. Fundry already handles the repetitive and time consuming workflows — so I spend more of my time on strategic work instead of admin. And what it can do keeps expanding.
8 AI agents ready to handle your operational workload. Try DDQ free — no signup required.