Six AI agents that replace 3–4 back-office roles — DDQs, LP emails, tax review, FP&A, compliance, and portfolio tracking — for $499/mo.
No signup required. Try either agent free — see results in minutes.
Up to 90%
DDQ automation
Draft responses with confidence scores and citations in minutes — not weeks of copy-paste
Same-day
LP responses
Emails classified, prioritized, and drafted before you finish your morning coffee
Minutes
K-1 reconciliation
Automated parsing, variance flags, and audit-ready export — no spreadsheet hell
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
Real-time Carta-synced KPIs with stale data alerts
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
Automated parsing, variance flags, and audit-ready export
Every cycle starts from scratch
Knowledge base compounds — each review makes Fundry smarter
Six specialized agents, each built for a distinct fund ops workflow.
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 or connect Gmail, bill.com, Expensify. 5-minute setup.
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
Sync portfolio KPIs from Carta and flag stale data automatically
Categorize expenses and generate close-ready P&L reports
Draft DDQ answers with confidence scores in 3 minutes
Parse K-1s and flag allocation discrepancies automatically
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.
Start free. Upgrade when your team is ready.
Try DDQ + Compliance free
For single-fund managers
For multi-fund firms
For large multi-fund operations
Manage multiple client firms from one dashboard. AI-augmented financial operations with all 6 agents included.
Contact SalesDedicated success manager, custom model tuning, SLA guarantees, and quarterly business reviews.
Contact SalesSee how much time and money Fundry saves your team each month.
Based on $150/hr for fund operations staff. Estimates: DDQ=6hrs, Email=15min, K-1=1hr, Expense=2min per task.
28 hrs
saved per month
$4,225
value per month
Monthly ROI
After $499/mo subscription
+$3,726
8.5x return
6 AI agents handling DDQs, LP emails, tax review, compliance, expenses, and portfolio tracking. Start free — no signup required.