Your AI workforce, delivering results

How we automated a Singapore fund manager

THE CHALLENGE

A lean fund manager was doing the work of a much larger team. Analysts spent 20 hours a week on manual research and deal screening — initial analysis on a single ticker could absorb 10 man-hours on its own. Portfolio and risk monitoring meant pulling data from multiple systems by hand, so issues surfaced late. Regulatory reporting and filing deadlines were tracked manually — a single missed date is a regulatory problem, not just an inconvenience. And day-to-day fund operations and reconciliation absorbed time their team should have spent on investment decisions.

THE SOLUTION

• Research & deal screening — Research Analyst agents monitor markets, managers, and sources overnight and deliver a morning brief of screened opportunities against their criteria.
• Portfolio & risk monitoring — Agents pull positions and exposures across systems on a schedule, run consistency and risk checks, and flag anomalies before they become problems.
• Compliance & regulatory reporting — Agents track every filing deadline, monitor relevant regulatory updates, and prepare draft submissions for their review — full audit trail, human sign-off required.
• Fund operations — Document Processor and Workflow Coordinator agents handle reconciliation, document intake, and routine operational steps, escalating exceptions to a human.

THE RESULTS