The control layer for agents.

Aevus is the neutral, cross-system layer that lets private funds run their back office with agents. A human only steps in to approve.

Agent requestTool boundarySystems of record
Issue capital call
Assemble LP report
Run KYC / AML
Æ
Aevus
Fund admin
custodian / bank
LP portal
PolicyAwaiting approvalAudited
01 · The problem

The back office runs by hand, across a dozen systems that don't talk.

Capital calls, NAV close, LP reporting, and investor onboarding are still assembled by hand. Analysts pull data from fund admin, custodians, data rooms, and accounting systems, then re-key it into spreadsheets. Agents could do this work, but a language model cannot safely move a wire, run a waterfall, or update an LP's capital account on its own.

Fund adminAllvue
Fund adminInvestran
Fund adminJuniper Square
CustodyBank portals
Data roomDatasite
Data roomIntralinks
CRMDealCloud
CRMAffinity
AccountingNetSuite
AccountingSage Intacct
E-signDocuSign
PortalLP / investor records
02 · How it works

Abstract capabilities, not systems.

An agent asks for an outcome, like issue a capital call, not to log into Allvue and click twelve things. Aevus does the rest, and the firm sees one clean, governed action instead of a dozen systems. Hiding fragmentation is the product.

01

Request a capability

An agent asks for an outcome, like issuing a capital call. It never logs into a portal or touches a screen.

02

Computed against your records

Aevus does the math against the firm's source of truth. The agent never freehands a number, a wire, or an allocation.

03

Your policy, then your people

Every action is checked against the firm's own rules, then held for a human to approve before anything happens.

04

Done once, recorded forever

The approved action is carried out a single time and written to a permanent audit record: what happened, and who approved it.

Agent request: Issue capital call · Fund VII · $40M
Running
1
RequestIssue capital call · Fund VII · $40M
Received
2
Policy checkWithin the firm's limits and rules
Passed
3
Human approvalTwo approvers sign off
Approved
4
ComputationPer-LP allocations, deterministically
Computed
5
ExecutionCarried out across systems, once
Executed
6
Audit recordPermanent, exportable record
Recorded
Audit recordPermanent
03 · PrinciplesGovern every capability
P.01

Abstract capabilities, not systems

Agents act on what the firm wants done, not where it lives. Hiding fragmentation is the product.

P.02

Determinism where money lives

The agent plans and requests; the engine computes and executes. No number, wire, or allocation is ever freehanded by a model.

P.03

Policy at the tool boundary

Limits, thresholds and segregation of duties are enforced when a tool is called, not in a prompt. This is what lets a firm trust any agent.

P.04

Human-in-the-loop by default

Anything that moves money, files externally, or touches an LP passes a configurable approval gate.

P.05

Done once, fully auditable

Every action runs a single time and writes a permanent, exportable record with full provenance. Machine speed, ledger-kept.

P.06

Neutral across systems

Aevus works across the systems a firm already runs, whoever built them.

04 · Capabilities

Start where the pain is sharpest.

Two workflows where Aevus earns its place fast: LP reporting and capital-call prep. Both run end-to-end across every system they touch, and both deliver value without moving a dollar, so your team can trust the work before anything irreversible happens.

Featured workflow

LP / Investor Reporting

Produce and distribute periodic investor reporting: capital-account statements, quarterly reports, ILPA-aligned templates and ad-hoc LP packages, assembled per LP and honoring every side letter.

What the agent does
Pull capital accounts & portfolio data
Assemble per-LP packages
Draft cited commentary
Distribute via the LP portal
Controls
Approval gate before distribution Per-LP confidentiality Version control
Featured workflow

Capital Call Prep

Prepare the whole capital call right up to the wire: per-LP allocations pro-rata to unfunded commitment, honoring excuse, exclude and side letters, with ILPA notices drafted and the package ready for sign-off. Computed deterministically; your team sends the cash.

What the agent does
Calculate per-LP allocations
Honor excuse / exclude & side letters
Draft ILPA call notices
Assemble the call package for review
Controls
Deterministic computation Dual-control + threshold approval Stops before money movement

The same layer extends across the rest of the back office.

Distributions & waterfall Onboarding & subscriptions NAV close & accounting Portfolio monitoring Diligence & deal data LP query & servicing
05 · Security & trust

In finance, security isn't overhead. It's the product.

A firm gates entirely on whether it trusts Aevus near its systems. So security is designed into every action from the start, not bolted on. These are the principles we build to.

01

Determinism where money lives

Aevus computes and validates every money action. The model never freehands a number, a wire, or an allocation.

02

Policy at the boundary

Limits, dual control, segregation of duties and approval gates are enforced by the engine when a tool is called, never by a prompt.

03

Everything is auditable

Every action writes an immutable, exportable record: source, computation, approver and timestamp. Built for LPs, auditors and regulators.

04

Trusted near your systems

Credential vaulting, hard tenant isolation, least-privilege agent identity and SOC 2-aligned controls. We will walk your security team through the architecture.

Built for work that has to be right.

We work closely with a small number of firms putting agents safely to work in the back office. If that is where you are headed, let's talk.