The product
Everything your fund needs, together — with AI inside.
Ten integrated capabilities that cover the entire lifecycle of a fund investment — from first application to final decision, with an AI copilot reading along the way.
Application Intake
From referral link to deal pipeline.
A public apply-now form with anti-bot protection, multi-section wizard, conditional questions, and file uploads. Funds embed it on their site or send a referral link — new applicants flow straight into the pipeline.
- Embeddable on any website
- Conditional question logic
- File uploads with anti-bot protection
- Instant pipeline entry
Deal Flow Management
Every stage of the deal, organized.
FundOps dramatically increases deal flow by eliminating the manual overhead that slows teams down. Every application has a clear status path. Filter, sort, and update across stages. Applicant and internal views separate automatically — applicants only see their own.
- Pending → Under Review → Monitoring → Decision
- Bulk status updates across applications
- Separate applicant and internal views
- Filterable, sortable, actionable
Data Room
Documents with real permissions.
Per-application file and folder structure with custom icons, locked folders, and role-based access. Replaces the shared Google Drive with broken permissions — and feeds straight into the AI copilot.
- Per-application folder structure
- Role-based access control
- Locked folders for sensitive docs
- Files automatically OCR'd and indexed for AI
Conversations
Chat scoped to the work.
Chat rooms scoped to each application, with mentions, threaded replies, and unresponded-to-you indicators. Every message becomes context the AI copilot can pull from.
- Application-scoped chat rooms
- @mention team members
- Threaded replies
- AI-suggested replies grounded in the application
Calendar & Tasks
Deadlines tied to the application.
Events and tasks with attendees, recurrence, and applicant context. Aligned with the same accounts and applications — not a separate tool you have to sync.
- Events and tasks in one view
- Attendees and recurrence
- Applicant context on every item
- Week, month, and day views
Dashboard & Reporting
The whole fund, at a glance.
Your landing view shows applications needing action, recent comments, and upcoming events. Switch between funds you advise and the entire UI re-scopes to that context.
- Applications requiring action, front and center
- Recent comments and activity
- Per-fund context switching
- Forecast and pipeline reports
Intelligence — AI copilot
Read the entire data room in seconds.
FundOps Intelligence is the AI layer on top of every application. Chat with an AI that has read every file, message, and form field. Auto-OCR every PDF, deck, spreadsheet, and image. Generate full-length due diligence reports — with cited sources — in two minutes.
- Chat with an AI grounded on the application
- Automatic OCR + extraction across the data room
- One-click due diligence reports with citations
- Auto-flagged risks: margins, concentration, cap table
- Suggested replies in chat threads
- Never used to train external models — your data stays yours
FundOps AI
grounded on this application
Data Room OCR
extracting key terms from uploaded files
4.2 MB · 18p
EXTRACTED
Generating DD report
Helio Robotics — Initial · v1
Configurable Workflow
Build your committee. Your rules.
Build your committee. Set your sub-stages. Define who can do what — down to 27 actions per account. No engineering needed.
- Custom pipeline stages and sub-stages
- 27 configurable per-account actions
- Committee roles with granular permissions
- No engineering or IT required
Multi-fund Workspace
Run every fund side by side.
Run Fund I, Fund II, and an opportunity fund side-by-side. Reports re-scope instantly. Permissions per fund.
- Account switcher for all your funds
- Instant dashboard and report re-scoping
- Separate permissions per fund
- Unified workspace, isolated data
Audit & Compliance
Every change, immutably logged.
Every change logged to an immutable trail. LP-ready audit logs. Granular access control. SOC 2 inherited from Salesforce.
- Immutable audit trail for every change
- LP-ready audit log exports
- Granular per-account access control
- SOC 2 compliance inherited from Salesforce
Your fund data never leaves the world's most secure cloud.
The FundOps portal is built natively on Salesforce. That means every application, document, conversation, and decision sits inside the same enterprise infrastructure used by the world's most regulated industries.
SOC 2 Type II & ISO 27001
Salesforce's certifications are the gold standard in enterprise security. Every FundOps customer inherits this compliance posture automatically — no extra work.
AES-256 encryption everywhere
Data encrypted at rest and in transit across every field, file, and message. Salesforce's encryption model leaves no gaps.
Syndicate deals with co-investors
Invite co-investors directly into a deal room. Share selected documents, leave co-invest notes, and coordinate on terms — all without leaving FundOps.
SSO, MFA & field-level permissions
SAML or OAuth SSO, mandatory MFA, IP restrictions, and per-field access controls. Define exactly who on your team can see, edit, or export each piece of data.
Full audit history
An immutable log of every action — who accessed what, who changed what, when. Built-in accountability for LPs, regulators, and internal governance.
99.99% uptime, zero maintenance
Salesforce's global infrastructure runs across multiple data centers with automatic failover. Three major platform releases per year — none require any action from you.
Salesforce serves 150,000+ companies and processes billions of records daily. Your sensitive deal data lives in the most trusted enterprise cloud on the planet.