01
Reimbursement
Snap a receipt, and the Expense Agent does the rest — extraction, fund allocation, policy checks, approval routing, and payout. Expenses close themselves.
Agent-powered · All-in-one · Built for VCs
AI Accountant for
Private Capital Market.
An all-in-one platform that automates your entire financial operations stack.
01 — Platform
One platform.
Every workflow.
02
Bank reconciliation
Every account, every entity, continuously reconciled. The Recon Agent matches transactions against your general ledger in real time and escalates only the exceptions.
03
Investment management
A single source of truth for rounds, valuations, ownership, and documents across the portfolio. Capital calls and updates stay synchronized automatically.
04
Insight
Fund-level intelligence on demand. The Insight Agent answers questions across operations and portfolio data — with sources — so LP reporting writes itself.
02 — Workflow
Delegate the work.
Keep the judgment.
Step 01
Connect
Link banks, entities, and portfolio data. Agents build a live model of your fund in hours.
Step 02
Delegate
Agents execute reimbursement, reconciliation, and record-keeping autonomously, around the clock.
Step 03
Decide
You review exceptions and insights, and make the calls that matter. Everything else is done.