About PSAI
Pilot Systems AI is a done-for-you automation agency. We build and operate custom automations for real estate funds, syndications, and private equity firms — so GPs and fund managers stop losing 20 or more hours a week to work that should not require a human.
We are not a software company. We do not sell a platform, an investor portal, or a dashboard. We build custom automations and we operate them on behalf of our clients — that is the entire model.
When you work with us, we spend time understanding your fund's workflows, build automations specific to how you operate, and then run those automations on an ongoing basis. Your team does not manage the technology. The manual work simply stops.
The fund managers we work with are typically doing everything manually — capital call notices built in spreadsheets, LP reports assembled by hand, data re-entered across systems, investor communications drafted one by one. It works until it does not.
As funds grow, the volume of manual back-office work grows with them. More LPs. More capital events. More reporting cycles. The same amount of hours in the week. We fix that by building automations that handle the work instead of people.
We operate in the background. When a capital event happens, the process runs. When a reporting deadline arrives, the reports generate. Your team focuses on the fund.
Most automation engagements end at delivery. We stay on and operate the automations on an ongoing basis. Maintenance, monitoring, updates as your fund changes — that is included. You are not handed a system and left alone with it.
We do not use generic templates or off-the-shelf software. Every automation we build is specific to your fund structure, your existing tools, and the way your LPs expect to receive information. If your fund is unusual, we build for that.
We do not add to your technology stack. We work within your existing tools — your accounting platform, your email, your spreadsheets — and automate the workflows between them. Nothing for your team to learn, license, or support.
Who We Work With
We work best with fund managers at small to mid-size firms — typically $25M to $750M AUM — where one to five people handle the entire operations workflow and are feeling the weight of doing it manually.
Real Estate Equity
Value-add, opportunistic, and core-plus real estate funds managing multiple assets with complex waterfall structures, capital call cycles, and quarterly LP reporting requirements.
Deal-by-Deal
Deal-by-deal sponsors managing multiple properties or projects simultaneously, each with its own LP base, capital structure, and reporting cadence — and not enough hours in the week to do it all manually.
Debt & Credit
Bridge lenders, preferred equity vehicles, and real estate credit funds with loan-level tracking, distribution calculations, and LP reporting that currently requires significant manual effort each cycle.
Lean Teams
GPs and fund managers who are personally doing the back-office work — or have one person doing it — and are spending time on operations that should have been automated a long time ago.