100% Accuracy
On deterministic workflows like reconciliation, capital calls, K-1 extraction, and NAV validation, DwellFi produces the same correct answer every time. Every output is traceable to its source.
The AI Operating System
for PThe AI Operating System for Private Capital, fund administrators, asset managers, hedge funds, venture capital, family offices, accounting firms, and management consulting..
Institutional-grade AI. Runs inside your environment.
Built for work where 100% accuracy is the only acceptable outcome.
$715B
AUA in production
Active across TMF, Reliant, and Verivest
143,575
Human hours saved
Bank recon, doc extraction, tax processing, NAV · across all production deployments
2,849,357
Documents processed
LPAs, side letters, bank statements, K-1s, quarterlies · cross-referenced and searchable
The Results
From days, to minutes.
Task
Without DwellFi
With DwellFi
Daily multi-fund bank reconciliation
8 hours
5 minutes
1,000-page subscription document review
18 hours
3 minutes
Capital call processing, 200 LPs
14 hours
22 minutes
Due diligence package, 40 documents
16 hours
90 minutes
K-1 line-item source query
45 minutes
4 seconds
NAV close, multi-asset-class fund
6 hours
18 minutes
Quarterly investor reporting cycle
3 days
2 hours
How It Works
An operating system.
Not another tool.
Most AI products bolt onto one system. DwellFi runs across them all.
01
We meet your data where it lives.
DwellFi connects to Investran, Yardi, Snowflake, and your file storage.Indexed in place. Nothing moves.
02
Your data, indexed and understood.
Every contract, statement, K-1, and side letter is parsed, structured, and connected.Queryable by your team. Actionable for your agents.
03
Deployed inside your environment
Your DwellFi instance lives where your data lives. Nothing leaves your perimeter.Sovereign by design.
04
Workflows and agents that compound.
Automate NAV close, capital calls, investor reporting.Every workflow your team uses, every agent that runs, gets smarter over time.
Free your people for the work only they can do.
The Difference
Built for work that has to be right.
Generic AI is optimized to be plausible. We built DwellFi to be correct. Deterministic outputs. Sovereign deployment. Humans in the loop on every consequential action.
Sovereign Deployment
Run DwellFi in your own cloud, your own region, or on-premise. Zero vendor access to your data. Certified for institutions that cannot send documents to third-party LLMs.
Human-in-the-Loop
Every consequential action requires human approval. Every answer includes its citations. Your team stays in control of what ships.
Works on top of what you already run
Ready to see DwellFi run against your workflows?
A 30-minute demo. Bring a real document, a real reconciliation, a real K-1. We’ll run it live.