Tell us what you are doing manually

What to expect from this call

We keep the first call short — typically 30 minutes. We ask about your fund's current workflow, where the manual work is concentrated, and what you have tried before. Then we tell you honestly what we can automate and how long it takes.

• We walk through your current back-office process step by step — capital calls, distributions, reporting, communications, data entry.
• We identify which processes are good automation candidates and which are not. We will tell you if we are not the right fit.
• If there is a fit, we outline a scope and timeline. Typical time from audit to live automation is two to four weeks.
• No software to evaluate. No product demo. Just a conversation about your fund and what you are spending time on.