Recon in minutes, K-1s on time, deals tracked across every system, AI agents that act with a full audit trail. FundOS sits on top of your existing stack and runs it — no migration, no re-platforming.
No slides. Live product, your data shape, your stack.
Most fund-ops software demands your team change how they work. Six months of implementation, two new headcount to maintain it, and a CFO who still exports to Excel by month two.
You're not reading this page hoping for a new module. You're here because something in your stack costs your team time every week.
Prime broker, GL, CRM, document store, market data. Every report is a re-keying exercise. Every audit is a fire drill.
The analyst who reconciles the recon. The associate who chases the K-1 backup. The COO who knows where every spreadsheet lives.
New rules, new filings, new attestations. The cost of getting it wrong now exceeds the cost of getting it right.
Four operating capabilities, one shared data layer. Turn on what you need today; the rest light up when you're ready.
LP relationships, fundraising operations, diligence packages, investor reporting. Quarterly letters and capital accounts out the door without a fire drill.
Sourcing through diligence through closing through portfolio. One thread — a deal in the pipeline becomes a data room becomes a transaction becomes a portfolio position. No re-keying.
Daily reconciliation, covenant monitoring, regulatory filings, KYC/AML pipeline. The work that breaks at 2 a.m. now runs itself and pages you on exceptions.
GL, NAV, waterfall, K-1 generation, annual audit pack, SEC exam readiness. Your auditor logs in, your fund admin logs in — they see the same numbers you do.
Each capability is composed of multiple deeply-integrated modules — we'll walk you through what's relevant for your fund on the call.
Pre-built agents handle the operational grind across the lifecycle. Nothing auto-executes. Your team reviews each proposal, accepts or edits, and the action runs with a full trail.
Agents read your live data — deals, documents, financials — and propose the next operational action. Drafted email, scored deal, reconciled break, capital call notice.
Every proposed action lands in a queue with the agent's reasoning, the source documents, and the proposed write-back. You accept, edit, drop — or hand off to a teammate.
Every step is logged: who approved what, when, against which inputs. Your auditor, regulator, or LP can trace any action back to its source documents.
Includes a dedicated Compliance Agent that watches KYC expiry, name screens, filing deadlines, and obligations — newly shipped.
Plug Claude, ChatGPT, Cursor, or your own custom agent into your Kela workspace via MCP. No SDKs to learn, no APIs to wire. The same agents that run inside FundOS are accessible from outside — under your firm's access controls, with the same audit log.
One-line setup for Claude Code:
claude mcp add kela https://www.kela.com/mcpMCP integration guide
Agents can both read your data and propose actions back.
External agents inherit the user's scope and audit log.
Write-backs proposed by an external agent still queue for approval.
Kela also consumes MCP — your prime broker, GL, CRM, market data stays where it is.
One platform, four fund shapes. We tune the configuration; you keep your stack.
Deal sourcing, diligence, closing, IC memos, portfolio surveillance, LP reporting — in one thread.
Inbound deck triage, screening memos, fundraising follow-ups, cap-table watch, K-1 generation.
Term-sheet drafting, capital calls, daily covenant monitoring, lender notices, distribution waterfalls.
Prime-broker reconciliation, NAV pack, margin & settlements, 13F / Form PF, OMS with pre-trade compliance.
FundOS handles LP money and confidential deal flow. We treat the security model the way you treat your IC packet — exactingly.
Read the trust reportIndependent audit. Type II in flight.
Roles, scopes, and per-room ACLs.
Investors see only their own positions.
Every agent action, every approval, logged.
At rest and in transit. BYOK on request.
Dedicated database available for enterprise.
We'll walk through FundOS against the specific problems your fund is solving today — not a generic demo. If it fits, you'll know in 30 minutes.
Free workspace for individual analysts — personal data room, deal scratchpad, document AI. Use it daily. When your fund's ready for the full platform, talk to us.