How to build fund infrastructure with AI

What this session is about

Fund operations are eating your time. Portfolio reporting, data collection, LP updates, capital call math. All the things that pull you away from actually investing. AI can take a real chunk of that work off your plate, if you know where to point it and where to keep humans in the loop.

This session isn't theory. It's built on lessons from developing Portfolio Reporting, the source-available, AI-powered portfolio reporting product built to forward founder updates in any format, extract structured metrics, and produce real-time dashboards and LP reports.

We'll walk through what worked, what didn't, and how to apply the same patterns to your own fund stack, whether you use our tool or build your own.

What will be covered

• Where AI belongs in fund infrastructure, and where it doesn't
• Lessons from building Portfolio Reporting: inbound email parsing, metric extraction, dashboards, LP reports
• Practical patterns for balancing automation with human judgment
• Building a smarter fund stack without buying into expensive platforms

Who this is for

People managing fund operations or responsible for a fund's technical infrastructure. Emerging managers who want to build their own stack rather than pay platform fees. Operators looking to free up time for investing.

What you'll walk away with

A clear picture of where AI fits in fund operations, specific workflows you can implement, and the verification patterns that keep AI outputs trustworthy when real money and LP relationships are on the line.

Related

• Portfolio Reporting, the source-available product this workshop is built from
• Venture Capital Model, the full fund forecast tool
• Fractional CFO, if you want ongoing help beyond the workshop