Your Firm's AI-Powered Operations Team
26 agents across investment research, investor relations, compliance, fund operations, and reporting. 14,700+ knowledge chunks indexed across 13 collections. Fully managed, living in your Slack.
Pre-launch. Book a demo to see the live system.
Draft reply to Sarah Chen at Meridian Group RE: Q2 onboarding timeline
SLA Status
3 approachingTime Compliance
Integrates With Your Existing Stack
You Started a Fund to Generate Alpha.
Instead, You're Buried in Operations.
The DDQ Treadmill Never Stops
150+ DDQs per fundraise cycle, each with a 7-day turnaround window. Your team is copy-pasting answers across documents instead of raising capital.
Quarterly Letters Take Weeks
Every quarter, partners spend days writing investor letters. Performance commentary, attribution, outlook. The bottleneck repeats every 90 days.
Compliance Review Volume Is Crushing
Marketing Rule requirements mean every piece of external content needs compliance review. Your CCO is overwhelmed and approvals are backing up.
LP Communications Are Dropping
Capital call notices, distribution memos, ad hoc LP requests. Things fall through the cracks when the IR team is stretched thin.
Fundraising Prep Consumes Partner Time
Data rooms, pitch decks, track record updates, reference checks. Partners spend more time on process than on investor meetings.
40+ Vendors and Nothing Talks
CRM, portfolio monitoring, data rooms, compliance tools, accounting systems. Your tech stack is fragmented and nothing integrates cleanly.
Reporting Deadlines Create Fire Drills
Month-end NAV, quarterly performance, annual audits. Every reporting cycle is a scramble to pull data from multiple systems.
Deal Flow Inbox Overload
Hundreds of inbound teasers, CIMs, and broker emails per week. High-quality opportunities get buried in noise.
Institutional Visibility Gaps
LPs and consultants research managers online before meetings. If your firm lacks a visible, consistent digital presence, you lose allocations before the pitch.
Meet Your AI Operations Team
Twenty-six specialist agents, coordinated through a central hub. Each owns a Slack channel and a clearly defined scope.
26 Specialized Agents. One Unified Team.
From compliance review to deal flow intelligence, every agent is purpose-built for asset management workflows. Coordinated through a central orchestrator, operating 24/7 in your Slack.
Content Engine — 6-stage generation pipeline, 4-dimension scoring, and content audit with before/after reports.
Fully Managed. Lives in Your Slack.
Dedicated Cloud Infrastructure
Dedicated infrastructure with full data isolation. Your firm's data never shares resources with another manager and is never used for AI training.
Agents Work in the Background
Agents work on schedules and triggers: compliance monitoring, investor relations, reporting, investment research, deal flow processing, and fund operations.
Overnight triage: 12 new emails, 3 need response, 2 spam archived
Sarah has 0 hours logged today. Sent DM reminder.
Draft ready: RE: Meridian Q2 timeline. Awaiting approval.
Humans Stay in Control
Every external communication needs your approval via Slack. Approve, Edit, or Reject. Nothing goes to an LP, regulator, or counterparty without human sign-off.
Executive Assistant
Draft: "Hi Sarah, thanks for the update on the Q2 timeline. We'll have the landing pages ready by March 28..."
Platform Numbers. Built for Institutional Quality.
Real infrastructure backing every workflow.
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Knowledge chunks indexed
Compliance rules, investment research, economic data, and market intelligence.
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Compliance rules indexed
SEC Marketing Rule, ADV, Form PF, and regulatory guidance.
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Specialized agents
Purpose-built for asset management workflows.
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RAG collections
Structured knowledge base in ChromaDB.
Reclaim 65 to 110 Hours Per Week.
Agent-by-agent breakdown of hours recovered across investment research, investor relations, compliance, fund operations, and reporting.
65 to 110 hours per week
1.5 to 2.7 full-time equivalent roles
Your Data. Dedicated Infrastructure. We Manage It.
Zero Public Exposure
No public ports, no open SSH, no routable IP. Tailscale mesh only.
Human Approval Required
Every external communication needs Slack approval. Nothing goes to an LP, regulator, or counterparty automatically.
Full Data Isolation
Dedicated infrastructure per firm. Fund-level data boundaries enforced. No cross-client data leakage.
Prompt Injection Defense
All untrusted input sanitized before reaching any model.
Dedicated Security Agent
Continuous checks across permissions, ports, logs, config integrity, and threat intelligence.
Self-Healing Infrastructure
Services monitored continuously. Auto-restart. AI diagnostics fix issues autonomously.
Full Audit Trail
Every action logged. Immutable records for regulatory examination readiness.
Compliance
SEC Marketing Rule awareness built in. Every external-facing output passes through compliance review before human approval.
Built on Evidence, Not Promises
$140T
in global assets under management, at record levels and growing.
Source: Boston Consulting Group, Global Asset Management Report 2025
150+
DDQs per fundraise cycle. Each one a multi-day effort your team repeats manually.
Source: Industry fundraising operations benchmarks
95%
of firms that adopted AI have scaled to multiple use cases within 12 months.
Source: EY Global Wealth & Asset Management Survey, 2025
“We built AssetBoxx for the workflows that keep asset managers up at night: DDQs, quarterly letters, compliance review, and LP communications.”
Built for the Industry's Hardest Workflows
AssetBoxx is a new platform purpose-built for asset management operations. Every agent and guardrail exists because we studied the workflows that consume the most time at asset management firms.
DDQ response, quarterly letter production, compliance review, LP communications, and fundraising prep. These are the bottlenecks we built AssetBoxx to eliminate.
Knowledge chunks indexed
AI agents
RAG collections
Common Questions
A multi-AI agent platform deploys specialized AI agents that handle day-to-day asset management operations: DDQ response, quarterly letter drafting, compliance review, LP communications, deal flow processing, fundraising prep, and reporting. Unlike standalone tools that solve one problem each, AssetBoxx orchestrates 26 specialized agents with a shared knowledge base, unified governance, and human approval on every external communication.
Individual tools solve one problem each and require manual coordination between them. AssetBoxx runs 26 purpose-built agents that share a ChromaDB knowledge base spanning compliance rules, investment research, economic data, and market intelligence across 13 collections. Agents coordinate through a central command hub and operate continuously with human approval on every LP-facing, regulator-facing, or counterparty-facing action.
AssetBoxx is built for asset management firms including private equity, venture capital, credit funds, wealth managers and RIAs, and traditional asset managers. The platform handles workflows common across these verticals: DDQ response, quarterly reporting, compliance review, investor relations, deal flow management, and fundraising operations.
No. Your team interacts entirely through Slack, approving, editing, or rejecting any agent output with a single click. The self-healing infrastructure monitors services continuously, with AI diagnostics that resolve issues autonomously. Our team handles all configuration, integrations, updates, and security patching so your firm never touches infrastructure.
AssetBoxx indexes compliance rules covering SEC Marketing Rule, ADV requirements, Form PF, and regulatory guidance. Every piece of external content passes through compliance checks before reaching the approval queue. Human sign-off is required on all outbound communications. The platform maintains a full audit trail for regulatory examination readiness.
Initial deployment takes six to eight weeks covering infrastructure setup, knowledge base ingestion, agent configuration, and a supervised break-in period. During onboarding, we index your firm's DDQ library, compliance policies, fund documents, and communication templates. The system is fully calibrated by week ten and improves continuously as it learns your firm's voice and workflows.
See It Running. Live.
Walk through the platform built for asset management operations.
Live system walkthrough. No pitch deck.