Eight AI agents that replace a $120K+ ops hire — DDQs, LP emails, tax review, FP&A, portfolio tracking, plus Compliance Advisory, GP Carry, and the Ask Fundry assistant. Core six from $799/mo; all eight on Scale.
No signup required. Try either agent free — see results in minutes.
3 minutes
DDQ automation
Draft responses with confidence scores and citations — not weeks of copy-paste
Same-day
LP responses
Emails classified, prioritized, and drafted before you finish your morning coffee
Minutes
K-1 reconciliation
Per-partner parsing, in-kind (Box 19) and Rule 144 dates, plus QSBS (Section 1202) eligibility — audit-ready
Without Fundry
With Fundry
LP emails sit 2-3 days in someone's inbox
Classified, prioritized, and draft response in minutes
Expense classification argued over email with accountants
Instant deductibility assessment with regulatory citations
Portfolio updates chased across 60 emails/month
Upload-driven KPIs, 409A valuation marks, and QSBS (Section 1202) eligibility per holding
Monthly close takes 3-5 days of manual reconciliation
Auto-categorized expenses with close-ready P&L
40 hours per DDQ season with copy-paste responses
47 answers with confidence scores in 3 minutes
K-1 reconciliation = spreadsheet hell for weeks
Per-partner parsing, in-kind (Box 19) + Rule 144 dates, and QSBS (Section 1202) eligibility flagged
Carry math redone in a fragile spreadsheet every distribution
LPA-driven waterfall, vesting, and clawback math — audit-stamped
Side-letter and MFN terms tracked in someone's memory
MFN and side-letter obligations tracked, with VCOC/ERISA tripwires
Every cycle starts from scratch
Knowledge base compounds — each review makes Fundry smarter
Seven specialized workflow agents, each built for a distinct fund ops workflow — plus Ask Fundry, your natural-language assistant across them.
Connect Gmail with read-only OAuth
One-click authorization. Fundry never sends email on your behalf — only reads and classifies.
Every LP email classified automatically
Capital call question, distribution inquiry, reporting request, or ad-hoc — tagged in seconds.
Draft response generated with context
Fundry pulls relevant fund data (NAV, distributions, commitments) and drafts a response for you.
Approve and send from the queue
Review queue shows draft + source data side by side. Edit, approve, or reject. Nothing goes out without your sign-off.
Three steps from upload to audit-ready output.
Upload documents (PDF, DOCX, XLSX, CSV) or connect Gmail and Slack. 5-minute setup. Direct integrations with accounting and cap-table providers are coming soon.
AI agents extract, classify, and draft — with confidence scores on every output.
Approve, edit, or reject in the review queue. Every answer cites its source.
Each agent handles a distinct operational workflow, learns from your firm's data, and improves with every human review.
Classify LP emails and generate context-aware drafts instantly
Classify expenses, flag regulatory gaps, and draft compliance docs
Upload portco reports, extract KPIs, flag stale data, and track QSBS §1202 eligibility per holding
Categorize expenses and generate close-ready P&L reports
Draft DDQ answers with confidence scores in 3 minutes
Parse K-1s, generate quarterly LP reports, and flag allocation discrepancies
Extract LPA terms, run 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.
One question, cited answers from across your entire fund operation. No more searching through emails, DDQs, and spreadsheets.
How did we respond to Sequoia's last email?
Your team sent a follow-up on March 15 with updated NAV figures. The tone was professional and included...
LP Email Agent — 1 citation
Is the partner retreat expense fully deductible?
The $12,800 Aspen retreat is partially deductible (81% confidence). Business-purpose meals qualify under IRC §274, but lodging exceeds per-diem limits...
Compliance Advisory Agent — 2 citations
Which portfolio companies haven't reported this month?
3 of 12 portcos are overdue: Acme Corp (45 days), TechFlow (38 days), and DataStack (32 days). Draft follow-up emails are ready for review.
Portco Tracker Agent — 3 citations
Any tax allocation issues this quarter?
Tax Review flagged a $12K variance in LP allocations for Fund II. The K-1 reconciliation shows...
Tax Review Agent — 2 citations
Every response links back to the source document, DDQ answer, or email thread it came from.
Ask Fundry sees activity from all your agents — DDQ, Email, Tax, Manco, Portco, and Compliance — in one place.
The more you use Fundry, the better Ask Fundry gets. It remembers your preferences and firm context.
SOC 2 Type II inherited via Supabase + Vercel
Documents deleted within 24 hours — never stored on our infra
Human reviews every AI output before it reaches LPs or auditors
Every AI output passes through your review queue before reaching LPs or auditors. Human-in-the-loop, always.
Every answer scored green (>85%), yellow (70–85%), or red (<70%). You know exactly where to focus your review time.
Approve, edit, or reject each item individually. Source citations side-by-side with the draft. Nothing goes out without your sign-off.
A second AI model double-checks critical responses before they reach your queue. The 5-layer quality stack catches errors before you see them.
Core + opportunity + SPV funds at $150-500M AUM. You spend more time on DDQs and LP email than on cash strategy.
Learn more$25-150M fund, no ops team, no fund admin add-on budget. Onboarding has to be 60 seconds, not a 14-tab form.
Learn more3-8 fund clients. Add the 9th without adding headcount — one switcher, one queue, separate firm books.
Learn moreRunning 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.
Founding cohort — final 20 seats, locked for life.
Start free. Upgrade when your team is ready.
Try DDQ free
For single-fund managers
For multi-fund firms
For multi-fund operations — founding rate, locked for life
Founding rate — locked for life
Manage multiple client firms from one dashboard. All 8 agents per client; volume discounts at 5+ and 10+ clients.
See Fractional CFO detailsFor firms running 10+ fund entities or large LP bases. Unlimited funds, higher processing, priority support, and white-glove onboarding. Unlimited seats — no per-seat fees.
Contact SalesSee how much time and money Fundry saves your team each month.
Based on $150/hr for fund operations staff. Estimates per task: DDQ=6hrs, LP email=15min, K-1=1hr, compliance deadline=3hrs, quarterly tie-out=4hrs, portco update=30min.
27 hrs
saved per month
$4,025
value per month
Monthly ROI
After $799/mo subscription
+$3,226
5x return
Eight AI agents — DDQs, LP emails, tax review, compliance, expenses, portfolio tracking, GP carry, and the Ask Fundry assistant. Start with a free DDQ. No signup required.