Six AI agents for a new fund
An AI-native investor portal for a newly formed real estate fund: strategy, acquisitions, finance, market intelligence, asset management, and investor relations, each as a role-based agent.
A newly formed real estate investment fund needed the operating capability of an established shop: investor-facing intelligence, document diligence, and deal analysis, without hiring the team those functions usually require.
A full-stack portal with six role-based AI agents covering strategy, acquisitions, CFO analysis, market intelligence, asset management, and investor relations. Three user roles with distinct permissions, streaming chat, fund metrics and deal views, and a secure document vault with presigned access.
Prospects, LPs, and administrators each meet a different, permission-scoped slice of the same intelligence. The fund presents like an institution while running on software.