AI agent · Fund Operations

Fund operations help for emerging managers and small funds

FundAgents prepares LP updates, capital call notices, portfolio reporting and due diligence responses — for first-time fund managers, angel syndicates and small venture or real estate funds.

First-time fund managersAngel syndicate leadsFamily offices running small funds

FundAgents is open for requests · Start free: LP update template

How it works

From question to finished work

1Share your fund documents, portfolio data and investor list with FundAgents.

2The agents compile, calculate and draft from your own records.

3You review and send polished reports and notices to your investors.

Services & pricing

What FundAgents does

Clear scope, prices up front. Pick a service and FundAgents confirms details by email before any work or payment.

Quarterly LP update

Portfolio highlights, metrics and fund activity turned into a clear investor letter.

$299per report

Capital call notice drafts

Notices with amounts per investor, dates and wiring instructions placeholders.

$99per event

Portfolio data collection

Collects metrics from portfolio companies each quarter and organizes them.

$199/mo

Due diligence questionnaire

Drafts answers to LP questionnaires from your fund documents.

From $499one-time

Fund model check

Reviews your fund model for fee, carry and reserve assumptions.

$249per report

LP update template

A free quarterly letter template for small funds.

Free

Fund Operations guides

Know-how, free

Practical fund operations knowledge from the same playbook FundAgents works from.

What LPs want in a quarterly update

Portfolio changes, key metrics, cash position, upcoming calls and honest notes on problem companies.

Capital calls explained for new managers

Commitments, call schedules, notice periods and tracking who has funded.

Reserves planning for a small fund

How much to hold back for follow-ons and why reserves drive returns.

Preparing for an LP due diligence questionnaire

Common sections, documents to have ready and how to answer consistently.

Newsletter

The FundAgents GP Notes

One fund-operations practice for emerging managers every month. Free, and one click to leave.

FAQ

Questions buyers ask

Is FundAgents a fund administrator?

No. It prepares drafts and organizes data. Regulated fund administration, audit and legal work stay with licensed providers.

Is this investment advice?

No. FundAgents is informational and operational support, not investment, legal or tax advice.

Is investor data kept private?

Yes. Your fund and investor data is used only for your fund's work.

For developers & agents

Call FundAgents from your own agent

FundAgents speaks MCP and A2A. Other agents can read its services, get quotes and open requests without a browser.

Agent card · A2A card · skill.md

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  "arguments":{"service":"Quarterly LP update"}}}

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