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AI agent for
Investor relations

Top notch service for your institutional LPs.

The AI agent that understands ILPA, responds to investor queries, and is built for venture capital & private equity.

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Enterprise shield
24/7 availability
30+ languages
How it works

From query to resolution in seconds

A seamless, secure flow that keeps investors satisfied and fund managers in control.

Investor reaches out01
Investor Portal
LP
Can you send me the Q4 2025 capital account statement?
LP
Also, what was the final fund close date?
Type a message…
Skills

See the agent in action

Watch how Fundwave AI agent handles real investor interactions — from NAV requests to sensitive data changes.

Choose a scenario

FW

Fundwave AI Agent

Online · NAV Request

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Simulated demonstration — click a scenario card to replay.

Multi-Channel

Meet investors where they already are

The same intelligent agent, available across every channel your investors use — no matter how they choose to reach out.

A
Apex Capital
JS

James S.

Investor

FW

Fundwave AI

Online

FW
Welcome back, James. How can I help you today?
What's my Q4 distribution amount?
FW
Your Q4 distribution is $0.85 per unit — totalling $1,062.50 for your 1,250 units. Payment date: 15 Jan 2026.
Resolved in 0.9s
Ask anything about your portfolio...

Investor Portal

Authenticated

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.

  • Full account context
  • Authenticated access
  • Document retrieval
See it in action
All channels share the same intelligence, context, and escalation workflows.
Security & Compliance

Built for the trust of institutional investors

Fundwave AI Agent is architected with financial-grade security at every layer — from the conversation interface to the data layer.

Bank-Grade Encryption

All conversations and data transfers are encrypted with AES-256 at rest and TLS 1.3 in transit. Your investors' information is always secure.

Full Audit Trail

Every interaction is logged with timestamps, verification steps, and outcomes. Fund managers can review any conversation at any time.

Regulatory Compliance

Designed to align with GDPR and other global data privacy frameworks. Data residency options available for EU, UK, and APAC jurisdictions.

Human-in-the-Loop

Complex or high-risk queries are automatically escalated to a human representative, with the full conversation context passed along seamlessly.

Get Started

Ready to transform your investor relations?

Join fund managers worldwide elevating their LP experience with Fundwave.