Built for your seat

Every number cited. Every exception surfaced.

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.

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No signup required · documents never stored · processed in place

Founding cohort — final 20 seats on Scale, locked for life at $999/mo.

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.

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

Your agent team

8 specialists, working your book.

Email

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

Compliance Advisory

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

Portco Tracker

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

Fund / Manco FP&A

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

DDQ Response

AI-powered DDQ responses with confidence scores

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

GP Carry & Distributions

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

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.

Per-LP K-1 persistence

Every K-1 line item tied to the LP, fund, and tax year — queryable, exportable, audit-ready.

QSBS §1202 estimator

5-year holding period tracking with per-LP eligibility flags and dollar-impact estimates.

GP carry & waterfall

European/American waterfall math with §1061 long/short split and tier-by-tier rationale.

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