AI + Human Collaboration for Private Markets. Made Easy
Empower your team with 
AI Agents that enhance human expertise
Complementary Capabilities
Our AI agents handle repetitive, error-prone tasks while your team focuses on strategic value-add activities.
AI Agents Excel At
Data Reconciliation
Matching thousands of records across systems with perfect accuracy and consistency.
Document Processing
Extracting structured data from documents without fatigue or error.
Complex Calculations
Performing NAV, fee calculations, and waterfall distributions with mathematical precision.
Error Detection
Identifying anomalies in data and flagging potential issues before they impact operations.
Consistent Execution
Maintaining detailed audit trails and applying rules with absolute consistency.
Your Team Excels At
Client Relationships
Building trust with investors through empathetic communication and understanding.
Strategic Decisions
Evaluating market conditions and adapting strategies based on qualitative insights.
Regulatory Judgment
Interpreting complex compliance requirements and making context-aware decisions.
Exception Handling
Resolving unique situations and applying creative problem-solving to novel challenges.
Process Innovation
Reimagining workflows and implementing strategic improvements.
Unleash the Power of Human + AI Collaboration
Revolutionize your fund operations with intelligent automation + human expertise
Teams buried in manual operations- High error rates in data processing
- Limited time for strategic work
- Scaling requires more headcount
-
AI handles tedious, repetitive tasks - Automated validation reduces errors
- Teams focus on high-value activities
- Scalable operations without adding staff
Results
25% Efficiency
Improvement in overall operational efficiency
10+ Hours Saved
Per employee weekly, redirected to strategic work
Error Reduction
Significant decrease in operational errors
Client Satisfaction
Improved client experience and retention
Meet the Agents
Empowering Fund Admin Teams with AI Assistance
Robin
Client Services Agent
Elevates investor experience through instant support while you focus on relationship building.
- Handles routine investor information requests 24/7
- Generates personalized capital account statements
- Processes subscription and redemption documentation
- Provides factual and analytical responses to queries
- Improves response time to investor inquiries by 95%
Hire Robin
Archer
Investment Analyst Agent
Transforms market data into strategic insights for better decisions and investor communications.
- Performs comprehensive due diligence on opportunities
- Prepares detailed GP memos and investor updates
- Analyzes competitive offerings and differentiation strategies
- Tracks relevant market trends and macroeconomic indicators
- Reduces analysis preparation time by 80%
Hire Archer
Finley
Fund Accounting Operations Agent
Turning accounting headaches into strategic opportunities.
- Reconciles positions across fund accounting systems and custodians
- Categorizes fund expenses and prepares financial statements
- Streamlines audit preparation and evidence collection
- Supports tax documentation and K1 preparation
- Reduces manual accounting workload by 85%
Hire Finley
Quantifiable Efficiency Gains
DwellFi AI Agents Transform Back Office Operations
Weekly Impact
Hours Saved per Employee
10 hrs10 hrs of administrative work shifted to strategic activities per employee.
Efficiency Improvement
25% Assuming a 40-hour work week.
Annual Impact
Hours Saved per Employee
520 hrs*
Efficiency Improvement
13 Weeks Assuming a 40-hour work week.
Operational Impact
Without AI Agents
1.00X
With AI Agents
1.25X
DwellFi AI agents enable one back office employee to do the work of 1.25 people, freeing up time for relationship management and strategic decision-making.
Next-Generation Fund Administration
Human Expertise + AI Capabilities = Powerful Results
Unstructured data in nested repositories of any file type by client, fund, investor, position, etc.
Centralize Your Fund Documentation
Store all fund documentation in a unified, searchable repository that your entire team can access instantly.
Intelligent Document Organization
Automatically categorize and tag documents by client, fund, and type for effortless retrieval.
Secure, Permissioned Access
Control who sees what with role-based permissions that protect sensitive information while enabling collaboration.
Historical Data at Your Fingertips
Access every version of every document with comprehensive version control and audit trail capabilities.
Centralize Your Fund Documentation
Store all fund documentation in a unified, searchable repository that your entire team can access instantly.
Intelligent Document Organization
Automatically categorize and tag documents by client, fund, and type for effortless retrieval.
Secure, Permissioned Access
Control who sees what with role-based permissions that protect sensitive information while enabling collaboration.
Historical Data at Your Fingertips
Access every version of every document with comprehensive version control and audit trail capabilities.
Explore DwellFi
platform in action
Request a demo to explore how go-to-market teams collaborate
with DwellFi for seamless execution and efficiency
