APPLIED AI FOR FUNDS & FAMILY OFFICES

Practical intelligence.

Fraction deploys the AI workflows your firm should already be running — built and owned inside an isolated workspace.

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Where it goes to work

Deployed across the full lifecycle.

Deal screening

every inbound, scored

CIMs, decks, and NDAs hit the inbox — extracted, scored, and triaged against your criteria.

K-1 intake

logged and routed, not retyped

Inbound K-1s read, categorized, and routed to the right entity and recipient — no manual re-keying at season’s end.

IC memo drafting

2 days → 2 hours

Underwriting and diligence notes become a memo draft in your firm’s template.

Reporting

−24 hrs / cycle

Quarterly letters and ad-hoc LP requests, drafted from your data in your format and branding.

How it works

From diagnosis to a running system.

Diagnostic

A paid engagement, not a sales call. Fraction maps your workflows, identifies the highest-return automation, and delivers a one-page prescription — what to build first, and the time it returns.

Foundation Deployment

Fraction builds and deploys the agentic workflows the diagnostic identified — compliance-forward, inside an isolated workspace you own.

A running system

You own a running system, not a slide deck. Optional ongoing support keeps it tuned as the firm scales.

Founding Partner Program — limited to five firms

The credential behind it

Twenty years building institutional product — including KKR ($700B AUM), across deal lifecycle, fundraising, investor relations, and reporting.

Most recently, a 26-week deployment for a private investment operator — underwriting, deal pipeline, and document intelligence.

Your portfolio data, LP identities, and deal flow stay inside an isolated Claude Teams workspace — never exposed to public models.

Common questions

Answered before you ask.

Funds and family offices managing $25M–$500M — GP-side principals and founder-operators building operational infrastructure without a hundred-person ops team.

Consultants hand you a deck. Fraction hands you a running system — built for your workflows, deployed in your workspace, compliance-forward.

It stays yours. Fraction deploys inside an isolated Claude Teams workspace — your portfolio data, LP identities, and deal flow are never exposed to public models, and the security posture scales as you do.

Start with a Diagnostic.

A paid diagnostic that maps the workflow costing your team the most — and shows exactly what to automate first.

Schedule a Diagnostic