Talk through the work
AI assistant
Ask questions, supply documents and describe what you need in everyday language, in a familiar chat conversation.
Back to the skills toolkit
Coming next · Workspace in development
Describe the work. Build the tools. Run the operation.
FundAdmin AI Workspace is the OS we’re building for fund teams: an AI assistant, your documents, custom applications and reviewed work in one place.
The skills toolkit is available now. The workspace is an early working prototype in development; public availability and launch timing are still to be confirmed.
Ask about the workspace
The whole workspace
From a conversation
to work your team can use.
Build tools that fit your team
Custom applications · Gadgets
Create a workbench, tracker or calculation tool through conversation. Review proposed code changes, accept them and adapt the application as your process changes.
Start from something useful
Reusable starting points · Blueprints
Copy a ready-made application into your workspace. Your copy is independent: you can edit it, and later template updates do not overwrite your work.
Choose your AI and context
Models, documents and connections
Use configured models or connect a supported provider. Give the assistant your team’s instructions and controlled access to authorised tools and information.
Bring fund operations together
Intake, funds, investors and tasks
Follow documents from the inbox into fund and investor context, specialist reviews, calculations, obligations and the team’s daily work.
Review and deliver together
Evidence, approvals and reports
Check source-linked findings, record decisions and use a distinct second approver where required. Keep versioned reports and an audit trail of the work.
An illustrative workflow
One request. A connected journey.
Ask
“Help me prepare this capital call.”
Build
Create a workbench for allocations and total checks.
Connect
Use the supplied documents and approved context.
Review
Your team checks evidence and records decisions.
Deliver
Prepare a versioned, reviewed output.
People retain judgement and approval authority. Available models and connections depend on workspace configuration. This overview describes the prototype and intended product direction.