Documentation

Welcome

Continuous fund validation, evidence-first due diligence, and allocator-ready reporting.

Start here

Fund Analyst Intelligence automates monthly validation of fund information using your materials and trusted online sources.
It detects material changes, flags exceptions, and produces evidence-linked monthly and quarterly reports.

Choose your path

For allocators

• What you get
  Outputs, artefacts, and how teams actually use the platform day to day.

• Monthly validation cycle
  The repeatable monthly workflow: ingest → validate → exceptions → publish.

• Quarterly reports
  Allocator-ready narratives and metrics for IC packs and client updates.

• Alerts and materiality
  How we define “what matters”, reduce noise, and escalate real changes.

• FAQ
  Common questions: coverage, reliability, governance, and rollout.

For partners

• Partner overview
  Who partners are, what we integrate, and what “good” partnership looks like.

• Pilot playbook
  How to run a controlled pilot with clear success criteria and outcomes.

• Integration basics
  Data inputs/outputs, handshakes, and typical integration patterns.

• Commercial model
  Packaging options and how value scales by coverage and automation level.

• Compliance
  Controls, review process, and expectations in regulated environments.

Recommended reading order

1. Foundations
   • Vision — What we believe, and the category we are building.
     
   • The problem — Why monthly monitoring fails in practice today.
     
   • The solution — The system approach: evidence-first + deterministic checks + LLM narrative.
     
   • Product tour — Screens, flows, and key product concepts.
     
   • Differentiation — How this differs from research tools and generic “AI summarisation”.
2. Allocator workflows
   • Monthly validation — Exact monthly cycle and outputs.
     
   • Quarterly reports — IC-grade structure and repeatability.
     
   • Alerts and materiality — Signal vs noise: thresholds, rules, and review.
3. Governance and trust
   • Data and evidence — Source policy, provenance, and evidence packs.
     
   • Validation and quality — Rules, checks, QA, and human approval.
     
   • Audit trail — What changed, when, why, and who approved.
     
   • Security — Access, tenancy separation, retention, and operational controls.
4. Onboarding and pilots
   • Pilot playbook — Start small, prove value, scale portfolio-wide.
     
   • Integration basics — Connect to existing DD and reporting workflows.
5. Developer reference
   • Architecture — How the system is structured at a high level.
     
   • Data model — Canonical fund entities, snapshots, and artefacts.
     
   • APIs — Endpoints, auth, and contracts for FE/partners.
     
   • Deployments — Runtime environments, observability, and releases.

Quick links

• Allocator overview — All allocator-facing pages in one place.
  
• Partner overview — Pilot and integration resources.
  
• Governance overview — Evidence, validation, audit, and security.
  
• Developer overview — Architecture and API reference.