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AI agents for investment funds · onboarding 5 founding funds

Specialized AI agents. Built for your fund.

A98 is the machine that builds them: it reads your data estate, learns how your firm actually works, and assembles agents specialized to your workflows: covenant checks, waterfalls, cap tables, full diligence, your quarterly reporting. Numbers computed by code, every figure traced to its page, decisions made by you.

Private lending Private equity Venture capital Family office Real estate Hedge funds + yours
one of your agents · covenant-monitor · Apex Logistics
Did Apex actually stay within its leverage covenant this quarter?
4.1xReported · compliant
Recomputing with the agreement's real EBITDA definition…
A breach the borrower's own certificate reported as compliant. Strip the impermissible add-backs and Apex is at 4.7x, over its 4.5x covenant.
Source: credit agreement §6.1 · Q2 compliance certificate · recomputed by code
Watch it run

Pick your fund type. Watch the actual process.

Live demos of the real process: the ask, the steps, the numbers computed by code, what gets flagged instead of guessed, and the report it fills at the end. Click a type to switch.

your instance · private lending
Output · every figure sourced

Six engines today: private lending, private equity, venture capital, family office, real estate, hedge funds. The set is open, and no engine limits your metrics: if your firm uses it, your instance computes it.

A product built to you

Custom-built like a specialist vendor. Delivered at software speed.

A98 is not a tool you configure from a blank menu. It is a machine that builds your fund's own product: your definitions, your templates, your teams, your instance.

01

It reads your firm first

Your data room, your agreements, your closed quarters. It deduces your fund type, vehicles, sectors, and how your teams divide the work, and shows the evidence behind every deduction.

02

Calibrated against your own numbers

Before go-live, the system re-derives quarters you already closed: the covenant check, the fund IRR, a distribution waterfall. It ships only when its numbers match the ones you already trust.

03

Your instance, not our template

Agents and pipelines built around your workflow, organized by your teams, writing to your own warehouse of results. Another fund gets a different machine, because it is a different fund.

What you're actually buying

Agents do the job. Pipelines run the routine.

Two building blocks, in plain terms, and what they do to your team's week.

An agent: one job, done to spec.

An agent reads the exact documents for one task, computes with deterministic code, and returns the answer with its sources. It can be recurring (the quarterly covenant check) or a one-off you'll never run again ("what's our exposure to this supplier that just went under?"). Same machine either way, and a new agent is assembled from your firm's pieces in minutes, not a dev project. You can also point one at a single detail you care about, and it watches that detail every cycle.

your documentscompute by codeanswer, sourced to the page

A pipeline: agents chained on a schedule, ending in your reports.

A pipeline chains agents and runs itself, monthly or quarterly, without anyone asking. Every run is versioned into your firm's warehouse, and the last step doesn't produce a chat answer: it fills the reports you already use. The credit memo, the LP letter, the board pack, your template, your numbers, pre-populated with every figure traced.

every quarteragentagentagentyour report, filled
60-80%
of recurring hours automated: the calibration target we build your instance to
100%
of figures recomputed by code, none copied from a certificate on faith
0
invented numbers: what can't be verified gets flagged, not guessed
Minutes
to assemble an agent for a one-off question, from your firm's own pieces
A pipeline, live · quarterly portfolio review running
Pull each borrower's latest financials
from the data room
done
Recompute covenants by code
from each agreement's own definition
done
Flag breaches and what's coming due
leverage, coverage, maturities
done
Fill your review template, every figure sourced
your format, your numbers, pre-populated
done
3 borrowers flagged · 2 breaches the certificates reported as compliant · Q2 review drafted in your template
How it works

From your data room to a working instance.

The whole flow, in one chart: what we read, what gets built, what lands on your desk, and how it gets sharper every month. Your first months are free while this happens; you pay when it is already working.

1 · Your data estate data room · M365 · Box agreements · past reports 2 · A98 learns your firm fund type, vehicles, teams, your definitions · evidence shown 3 · Calibration re-derives quarters you closed until its numbers match yours 4 · Your instance goes live your agents + your pipelines, organized by your teams 5 · Every run ends in outputs you use reports filled in your templates · breach and maturity alerts every result versioned in your firm's warehouse 6 · Your team reviews and decides exceptions flagged, evidence attached corrections are remembered per firm: month 3 is sharper than week 1
A

The quarter, compressed

The repetitive grind (spreading, covenant checks, report assembly) runs itself. We calibrate your instance to take 60 to 80% of those recurring hours; your team reviews flagged exceptions instead of rebuilding spreadsheets.

B

Details that don't slip

Every number is recomputed, never copied: a changed EBITDA definition, a missing certificate, a stale mark gets caught and flagged. And you can point an agent at one specific detail you worry about; it watches it every cycle.

C

Accuracy that compounds, one-offs in minutes

Calibrated against your closed quarters before go-live, and every correction is remembered for your firm. Non-recurring questions become agents in minutes, on the same machine, with the same sourced output.

Why A98

What GPs and LPs actually get.

Purpose-built

A product shaped to your fund, not a template.

Your definitions, your covenant language, your report formats, your teams. The machine assembles your instance from your data and confirms it with you before it ships.

Any fund type

Six engines today. An open set.

Private lending, private equity, venture, family office, real estate, hedge funds, and no engine limits your metrics. A new fund type is a new engine, not a new product.

Bring your own model

Runs on the AI your firm already trusts.

Sign in with your own subscription. We never hold keys, we never mark up tokens, and nothing is sent to a model your compliance team didn't approve.

Audit-ready

Numbers by code, traceable to the page.

Every ratio is computed by deterministic code and clicks through to its source clause. It is the trail your auditors, and your LPs, wish every manager had.

The alternatives

Cheap and wrong, or expensive and rigid.

A generic chatbot
Free
Confidently makes up the number. It can't see your data room, and past a few documents it forgets what it read.
Enterprise platforms
$50k-100k+ / year
their model, their template, their price
You bend to their tool, you're locked to their AI, and your fund is below their sales team's radar anyway.
A98
A fraction
Your model, your instance, numbers to the dollar and sourced. Free while we build it; founding terms locked for life.
You stay in control

We do the heavy work. You make the call.

We won't pretend the agents are perfect. Here's the real promise: they read, cross-reference, and compute across your whole book in minutes, show you where every number came from, compute with exact code, and flag clearly what they couldn't confirm. Your team decides, with the evidence in front of them.

Read-only access Your own model Your data stays yours Runs in your cloud or on your machine if you want
Security & data

Your data never leaves your control.

Built for the way a fund's IT, compliance, and LP due diligence teams actually evaluate a vendor.

Read-only by default

Agents read your data. They can't change, move, or delete anything.

Runs where you need it

Our cloud, your own cloud, or fully on your machine. Your documents can stay inside your perimeter.

Your model, your keys

Sign in with your own AI subscription. We never hold keys, and nothing goes to a model you didn't authorize.

Never used for training

Your data and documents are never used to train any model, ours or anyone else's.

Encrypted, least-privilege

Encrypted in transit and at rest, isolated per firm, with scoped access you can revoke at any time.

Every action logged & sourced

A full trail of what each agent did, and every figure traces back to its source page.

Penetration testing and SOC 2 are on the near-term roadmap, before scale. Before any data touches the system, we sign an NDA and walk your security and IT teams through the architecture.

The founding beta

Five founding funds. Built with, not sold to.

A98 is built by a credit and data professional who underwrites and monitors lower-middle-market deals every day, and writes the code behind it. The founding beta is deliberately small: five funds whose workflows shape what the machine becomes.

  • 01Free while we build your instance. Your first months cost nothing: connection, calibration against your closed quarters, first pipelines live. You pay only when it's already working.
  • 02Founding terms, locked for life. Your price never changes, and it sits far below enterprise platforms by design.
  • 03A direct line, and a real say. You talk to the person building it, and your task list drives the roadmap.
Request beta access

Let's build your fund's instance.

For GPs, fund managers, and the LPs who push them. Tell us what kind of fund you run; we'll show you what your instance would look like, on your own numbers.