Institutional-grade service for your LPs. The AI agent that deeply understands ILPA guidelines, responds accurately to investor queries, and is custom-built for venture capital & private equity.
Simple questions answered instantly. Complex issues escalated with full context. You're always in control.
Investors message your portal, email, or website. The agent is live 24/7. No waiting for business hours.
Query type identified. Relevant account or fund data retrieved. All in milliseconds.
Intent Analysis
Straightforward requests answered immediately. Complex queries escalated to the right person with full context already attached.
Q4-2025-Capital-Account.pdf
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When human judgment is needed, escalate with complete conversation history and investor profile. No repetition. No context loss.
Escalated to Sarah M. (IR Manager)
Real-time dashboard shows every open query, resolution status, and escalation. Review anytime. Intervene anytime.
Fund Manager Dashboard
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Active
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Escalated
Watch how the agent handles NAV requests, account updates, escalations, and portfolio queries\u2014all while keeping fund managers in complete control.
Choose a scenario
Fundwave AI Agent
Online · NAV Request
Simulated demonstration - Select a scenario card to replay.
The same intelligent agent, available across every channel your investors use - no matter how they choose to reach out.
James S.
Investor
Fundwave AI
Online
Investors log in to your branded portal and interact with the agent directly alongside their portfolio data - NAV, documents, and distributions all in one place.
Fundwave AI Agent is architected with financial-grade security at every layer - from the conversation interface to the data layer.
All conversations and data transfers are encrypted with AES-256 at rest and TLS 1.3 in transit. Your investors' information is always secure.
Every interaction is logged with timestamps, verification steps, and outcomes. Fund managers can review any conversation at any time.
Designed to align with GDPR and other global data privacy frameworks. Data residency options available for EU, UK, and APAC jurisdictions.
Complex or high-risk queries are automatically escalated to a human representative, with the full conversation context passed along seamlessly.
Powering the world's best funds, from next-gen micro funds to $Bn funds
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Join fund managers worldwide elevating their LP experience with Fundwave.
