Built for Asset Managers.
Fully Managed. Always Running.
Cloud-hosted on dedicated infrastructure, managed by our team. 26 AI agents working as a single unified team automate your IR, compliance, operations, research, and content 24/7. Nothing to install, nothing to maintain.
One Conversation.
Twenty-Six Specialists Behind It.
Ask a question in Slack. The right agent picks it up, pulls context from your systems, and delivers one answer.
You Ask
Type a question in Slack. The system reads intent and routes to the right specialist: IR, compliance, research, or operations.
Agents Work
Each agent pulls what it needs: Salesforce records, Addepar portfolio data, compliance libraries, fund documents. Scoped to the right fund and LP automatically.
You Get One Answer
One question, one sourced response with citations, right in Slack.
Every Document. Every Filing. Every LP Communication.
Searchable in Seconds.
Your firm's institutional knowledge becomes searchable through plain English questions in Slack.
Consistent Answers, Every Time
Junior team members get sourced answers from official compliance libraries, fund documents, and approved talking points, not whoever happens to be available.
What Your Team Can Search
Compliance rules and regulatory guidance. Investment research and economic data. Fund documents and PPMs. LP communications history. DDQ response libraries. Meeting transcripts and notes. All indexed across 13 RAG collections with 14,700+ knowledge chunks.
Built-In Privacy Controls
Fund-level data isolation enforced at the query level. LP-specific information restricted by role. Compensation, personnel, and side letter data blocked from general queries.
AI Costs That Stay Predictable
Smart model routing keeps costs low. Simple tasks use cheap models. Important tasks use powerful ones.
Email triage, document sorting, template filling, routine compliance checks
Fast, lightweight AI models
DDQ draft responses, meeting briefings, daily summaries, LP communications
Mid-tier reasoning models
Quarterly letters, investor-facing reports, complex compliance reviews, market commentary
Top-tier models, only when it matters
Search, indexing, document classification, spam detection
Local models on dedicated infrastructure
Why It Stays Cheap
Before anything reaches a premium model, context is compressed first: fund performance data, LP history, and compliance requirements get distilled into a focused brief. Costs stay 70 to 95% lower than raw input.
If Something Breaks, It Fixes Itself.
The system detects problems, resolves them, and tells you what happened.
Service Health
Last check: 47s ago99.9%
99.9%
99.9%
99.9%
Restarting...
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
99.9%
Continuous Monitoring
A watchdog checks every service every 60 seconds. Failures trigger automatic restarts, most resolving in under a minute.
Smart Alerts, Not Noise
Failed auto-restarts produce a single Slack alert. Follow-ups post as threaded replies. Only genuine issues reach the critical channel.
Full Recovery on Reboot
If infrastructure restarts, every service comes back online automatically. No intervention required.
Automation Applied to the Right Problems.
The tasks that consume the most asset management time, handled automatically.
Before (Manual)
Gather fund performance data, draft narrative sections, incorporate portfolio commentary, review for compliance, coordinate approvals across investment team and legal, format for each LP class.
2-3 weeks
Total: 2-3 weeks per fund, per quarter
After (AssetBoxx)
Agents pull performance data from Addepar, draft narrative sections from templates and market commentary, run compliance checks against firm guidelines, and present final drafts for human review and approval. Class-specific versions generated automatically.
Total: 2-3 days with human review and approval
Before (Manual)
Gather fund performance data, draft narrative sections, incorporate portfolio commentary, review for compliance, coordinate approvals across investment team and legal, format for each LP class.
2-3 weeks
Total: 2-3 weeks per fund, per quarter
After (AssetBoxx)
Agents pull performance data from Addepar, draft narrative sections from templates and market commentary, run compliance checks against firm guidelines, and present final drafts for human review and approval. Class-specific versions generated automatically.
Total: 2-3 days with human review and approval
Most of This Happens Without You Asking
Not a chatbot. An operations layer running on schedules and triggers.
24/7 Operations
Always running. Always watching.
Continuous
Daily
Weekly
Ongoing
Plugs Into What You Already Use
Connects to your existing systems. Nothing changes for your team.
Integrations are modular. Start with your CRM and communication tools or connect all of them.
Gets Better the More You Use It
Every correction teaches the system how your firm communicates with investors.
Your Inbox Gets Smarter
LP inquiries, consultant requests, and regulatory notices are automatically categorized. Within a few interactions, the system learns your firm's communication priorities.
Drafts Match Your Firm's Voice
Edits you make before sending are stored per LP and per fund. The system uses them as examples for future drafts. Fewer corrections over time.
Knowledge Gaps Surface Automatically
Questions the system cannot answer from your compliance library or fund documents show you exactly which SOPs, policies, or approved talking points need updating.
0
Purpose-Built Agents
A single unified team across IR, compliance, operations, research, and content
0+
Knowledge Chunks Indexed
Across 13 RAG collections
0-15
Days Saved on Quarterly Letters
Per fund, per quarter
0s
Health Check Interval
Every service, every minute
0
RAG Collections
Compliance, research, operations, and more
How We Know It Works
2-3 days
quarterly letter production time, down from 2-3 weeks per fund.
Source: AssetBoxx production deployment
75%
of asset managers cite operational inefficiency as their top scaling constraint.
Source: BCG Global Asset Management Report, 2024
14,700+
knowledge chunks indexed across compliance rules, investment research, and economic data.
Source: AssetBoxx RAG system, 13 collections
“Every asset manager we worked with had the same bottleneck: institutional knowledge trapped in spreadsheets, compliance workflows held together by email, and IR teams drowning in manual processes.”
Common Questions
Initial deployment follows four phases: onboarding (week 1-2) to map your fund structures, LP relationships, and compliance requirements; agent configuration (week 3-4) to connect your systems and load your knowledge base; supervised break-in (week 5-8) where you approve everything and agents learn your standards; and production (week 9+) where calibrated agents operate with earned autonomy. The system improves continuously as it absorbs your firm's communication patterns, compliance preferences, and institutional knowledge.
No. You interact entirely through Slack with Approve, Edit, and Reject buttons. Behind the scenes, all services are monitored 24/7 with a watchdog checking every service every 60 seconds. Failures trigger auto-restart, and AI diagnostics resolve issues autonomously. Our team handles all configuration, integrations, updates, and security patching so your firm never needs to touch infrastructure.
Your data lives on dedicated infrastructure with no shared resources between firms. Each deployment is completely isolated at the database, file storage, and AI model level. Fund-level data segregation ensures no cross-fund data leakage. Contractual data processing agreements with all AI providers explicitly prohibit training on your data. The entire system has zero public internet exposure.
Yes. Most firms begin with IR and compliance agents, which address quarterly letters, DDQ responses, and compliance monitoring immediately. From there, teams add research, operations, or content agents based on their priorities. The modular architecture means each agent can be deployed individually without disrupting existing workflows.
Integrations are modular. The agents are system-agnostic; only the connector changes. We support Salesforce, Bloomberg, Addepar, Slack, Gmail, DocuSign, and Juniper Square out of the box, with additional integrations configured during deployment.
Monthly platform fee plus AI usage. Tiered routing keeps AI costs low: cheap models for document classification and triage, premium models only for investor-facing quarterly letters and compliance reviews where quality matters.
A central Command Center routes queries to the right agent based on topic. When a request spans multiple agents, such as a quarterly letter that needs performance data, market commentary, and compliance review, the orchestrator coordinates their responses and assembles a unified output. Each agent maintains its own Slack channel, knowledge context, and approval workflow.
Every investor-facing output goes through human approval before it reaches anyone. If you edit a draft, the correction is stored and improves future output for that fund and LP. The system learns from corrections, not just prompts.
Compliance is embedded in every agent's workflow, not bolted on as a separate review step. The Compliance Monitor agent checks all investor-facing content against SEC marketing rule requirements, FINRA guidelines, and your firm-specific compliance manual. The Brand Guardian ensures tone and positioning consistency. Human compliance officers make all final decisions.
See It Running Live
No slide deck. We show you the live system: Slack channels, agent responses, dashboards. On a call. With your questions.
Every number on this page comes from the production system you will see on the call.