The AI wealth-operations agent for investors and family offices with complex portfolios — LP positions, entities and real estate.
- Chases every document — K-1s, statements and notices — followed up until they land.
- Runs the capital-call workflow — Validates the notice, flags changed wire details, prepares the card.
- Keeps books & compliance current — Reconciles cash, tracks entity deadlines, assembles the CPA pack.
Read-only. The agent prepares and verifies — you approve every move.