AI agents for fund operations and compliance admin

Automate the fund ops and compliance work behind every SPV, from investor onboarding and KYC and AML checks to document chasing, fund accounting and LP reporting. Faster closes, reduced legal risk, and an ops team that scales without hiring.

Talk to salesFind out more
Made in the UKHeadquartered in London
Enterprise-grade securityYour data stays protected
Integrates with your fund adminJuniper Square, Carta and more

Too much of what your fund knows lives in people’s heads. When they are not there, nothing moves. Regent remembers everything and acts on it.

How Regent works

  1. Regent deploys inside your environment and connects to your fund admin, inbox, e-signature and data room. Nothing is migrated and nothing is ripped out.

Rollout is incremental. We start with the workflows that consume the most hours, validate each one against your own data in a test environment, and only then go live.

Connections
Your systems0 of 5 connected

  • Juniper Square

    Investor records and commitments

    Connecting

  • Carta

    Cap tables and valuations

    Connecting

  • Gmail

    LP and deal correspondence

    Connecting

  • Outlook

    Microsoft 365 mail and calendar

    Connecting

  • DocuSign

    Subscription docs and side letters

    Connecting
Deployed inside your environment. Data stays within your perimeter.
Investors
Meridian Family OfficeSynced from Juniper Square, 2 minutes ago
Commitment£8,000,000
Called to date£5,900,000
Unfunded£2,100,000
Tax residencyUnited Kingdom
Capital activityFund II
DateAmountStatus
14 Oct£1,250,000Wired
12 Jun£2,400,000Wired
3 Mar£310,000Paid
9 Jan£2,250,000Wired
2 Dec£48,000Paid
15 Sep£8,000,000Closed
15 SepDone
2 SepSigned
  • Wire instructions addedWritten
  • Contact updatedWritten
  • KYC refresh preparedReady

Works with the tools your fund already runs on

  • Juniper Square
  • Carta
  • Gmail
  • Outlook
  • DocuSign

Sync investor records, commitments and capital activity so fund data stays current without re-keying.

Everything your fund knows, working for you

The operational work that sits between your investors and your systems: onboarding, chasing, calling, reporting and compliance. Regent carries it from the moment it is due to the moment it is done.

Onboard investors in days, not weeks

Subscription documents and KYC checks are tracked from first contact to countersign, so no investor waits on someone remembering to follow up.

Chase every outstanding document

Reminders go out on schedule, replies are read, and attachments are filed against the right investor. Your team sees one list of what is still open.

Call capital without the spreadsheet

Notices are drafted per investor with amounts reconciled to the ledger before anyone sees them. Incoming wires are matched as they land.

Report to LPs on time, every quarter

Quarterly reports and capital account statements are assembled from the systems of record, ready for review days before they are due.

Keep compliance ahead of the deadline

KYC refreshes and regulatory filings sit on one calendar, with the work prepared ahead of each date. Deadlines stop arriving as surprises.

Answer any investor question in seconds

Ask in plain language and get an answer drawn from every connected system, with the figures and the source shown alongside.

Built for secure growth

Where advanced security meets seamless scalability, designed to protect your data and empower your growth.

Security and compliance, built in

Deployed inside your own environment with robust encryption and secure data handling, so investor records and fund documents never leave your perimeter.

Scales with the fund, not the headcount

Designed for growth. Regent absorbs rising volume across entities, vehicles, and jurisdictions without another round of hiring.

Frequently asked questions

Common questions about working with Regent. Contact us at hello@regent.com if your question isn't answered here.

Regent is the memory and the operating layer for your fund. It reads the documents, email, and systems your team already works in, keeps what matters, and then acts on it: drafting, updating records, and moving workflows forward so delivery stops depending on who happens to be at their desk.