The operating system for fund managers.
Every application, conversation, document, and decision in one place — with an AI copilot that reads your data room, answers questions about any applicant, and drafts due diligence reports in minutes.
applications processed
across funds using FundOps
less time on admin work
vs. spreadsheets + email
to generate a DD report
with cited sources
capabilities, one platform
no more tab-switching
Built for every kind of fund team
The problem
Fund teams spend their week stitching together status across tools.
Spreadsheet for pipeline. Email for decisions. Shared drive for documents. Calendar app for meetings. Chat for questions. Five tools, zero single source of truth — and a data room nobody actually reads end-to-end.
FundOps brings all of it into one place. Then our AI copilot reads everything for you.
An AI copilot that has read every file in your data room.
Chat with the AI about any applicant. Ask it to summarize a deck, surface red flags, or generate a full due diligence report — all grounded on your actual application data with cited sources.
Chat with the AI about any applicant
Ask questions in plain language — the AI answers grounded on the actual application and data room.
OCR and extract data from any document
Scanned PDFs, financial models, cap tables — FundOps Intelligence reads them all automatically.
Generate a full DD report in 5 minutes
Every claim cited to its source. Ten sections. Zero analyst-hours spent on retrieval.
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
Due diligence in five minutes
Generate a comprehensive DD report with cited sources.
Click "Generate full DD report." FundOps Intelligence reads every file, OCRs every PDF, parses every cap table and pro forma, and ships a comprehensive report with KPI strip, auto-flagged risks, open questions, and a recommended next-step memo. Every claim links back to its source.
Ask AI about any applicant
Type a question; FundOps AI answers using the application form, every file in the data room, every chat thread, and every calendar event — with cited sources.
Auto-OCR the entire data room
Pitch decks, pro formas, cap tables, articles of incorporation, customer LOIs — everything is OCR'd, parsed, and indexed the moment it's uploaded.
One-click due diligence reports
Generate a 10-section DD report with executive summary, KPI strip, top auto-flagged risks, open questions, and a recommended next-step memo. Export PDF.
AI-assisted chat
Suggested replies in every chat room — drafted from the application context, your team's notes, and your fund's voice.
Everything you need
Ten capabilities. One platform.
Hover any card to see it in motion. Click to dive deeper.
Deal Flow
Every application, every stage.
Filter and sort your full pipeline. See which applications need action. Update stages. Switch between card and table view without losing context.
- Status-path from intake to decision
- Filterable by stage, date, assignee
- Card and table view
- Applicant vs. internal views separated automatically
Reporting
Fund performance, clearly.
Forecast reports, deployment summaries, fund usage snapshots — all scoped to the fund you're viewing. Switch funds and the reports re-scope instantly.
- Total forecast and deployed capital
- Per-application investment breakdown
- MTD, QTD, YTD, and all-time views
- PDF export
Enterprise security, built into the foundation.
FundOps runs natively inside Salesforce — the platform 150,000+ companies rely on for their most sensitive data. Your deal flow, documents, and applicant data never leave Salesforce's secure cloud.
SOC 2 Type II & ISO 27001
Salesforce holds the most rigorous security certifications in enterprise software. Every fund on FundOps inherits that compliance posture automatically.
AES-256 encryption everywhere
All data encrypted at rest and in transit — no exceptions. Salesforce's encryption covers every field, file, and conversation in your fund workspace.
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 security
Connect your identity provider via SAML or OAuth. Enforce MFA across your team. Set granular permissions down to the individual field — who can view, edit, or export.
Complete audit trail
Every action logged — who accessed what, who changed what, and when. Full traceability for LP accountability, regulatory audits, and internal governance.
99.99% uptime & automatic updates
Salesforce's global infrastructure guarantees enterprise-grade reliability. Platform improvements ship three times a year — zero downtime, zero action required.
Salesforce serves 150,000+ companies and processes billions of records every day. Your sensitive fund data is protected by the most trusted enterprise infrastructure on the planet.
Who it's for
Built for everyone in the deal.
Fund Managers
VCs, family offices, and accelerators reviewing hundreds of applications. See your pipeline without opening a spreadsheet — and let AI do the first pass on every data room.
Service Providers
Technical assistance and advisory firms attached to a fund's deal flow. Work alongside the fund team in a shared workspace, with AI summaries on every applicant.
Applicants
Companies applying for funding. A clean portal to track their application status, upload documents, and communicate — not an email thread.
The difference
FundOps vs. the old way
The old way — spreadsheets + email
- ✕Pipeline in a spreadsheet — no activity trail, no context
- ✕Decisions buried in email threads, impossible to find later
- ✕Documents in shared drives with broken permissions
- ✕Due diligence takes an analyst 2+ days per company
- ✕Founders get radio silence after submitting
- ✕LP reports built from scratch every quarter — a full week's work
With FundOps
- ✓Unified pipeline with full conversation and decision history
- ✓Decisions captured in-platform — searchable, auditable, permanent
- ✓Role-based data rooms that are always current and controlled
- ✓AI reads every file and drafts a full DD report in 5 minutes
- ✓Applicant portal with live status — no follow-up emails needed
- ✓Live data auto-populates reports — hours instead of a week
Ready to stop stitching tools together?
See how FundOps brings your entire deal flow into one place — with AI on every deal.