Transform fund administration with AI copilots that augment your operations. From onboarding to handover, automate workflows while maintaining full control and compliance.
Agents for Every Stage
LPA extracted & validated
Verifying 12 investors...
Configuring fee schedules...
New fund setup in hours, not weeks
LPA extracted & validated
Verifying 12 investors...
Configuring fee schedules...
Found management fee: 2% annual, performance fee: 20% over 8% hurdle.
Add the high-water mark clause
Done. Updated fee schedule with perpetual HWM. Ready for review.
Found management fee: 2% annual, performance fee: 20% over 8% hurdle.
Add the high-water mark clause
Done. Updated fee schedule with perpetual HWM. Ready for review.
Intelligent Agents for Every Task
Purpose-built AI agents that understand fund administration workflows and integrate with your existing systems.
Extract, classify, and validate data from unstructured documents with AI precision.
Match, compare, and investigate discrepancies across systems automatically.
Manage multi-step processes, track status, and route tasks intelligently.
Check against rules, flag issues, and prepare regulatory filings with confidence.
Perform and verify complex financial calculations with full audit trails.
Draft and manage routine communications, handle responses automatically.
Built on Trust & Control
Our system follows core principles that ensure safety, compliance, and reliability.
Human-in-the-loop AI that assists and suggests while you maintain control and approve.
AI executes autonomously within defined guardrails, escalating exceptions as needed.
Every action logged, explainable, and reversible for complete compliance confidence.
Start supervised, earn trust over time, and expand scope as confidence grows.
Connect with your existing systems via REST APIs, file-based integrations, database connections, webhooks, and RPA where needed.
See how CoFinAgent can reduce manual effort, improve accuracy, and scale your fund administration capabilities.