Your AI employee 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

Your fund operations still run on human recall, spreadsheets and chasing. The ops team spends more time chasing information than using it. Regent remembers everything and acts on it.

What we build on

REGENT

The platform your fund's operations run on. It sits over the systems you already use, pulls every outstanding obligation into one place and works it, so nothing depends on someone remembering it.

Work via chat

How can I help you?

Click a task on the left

Chat that does the work

Hand off work in plain language. Ask questions, delegate tasks, and get answers pulled from every system you use.

Review every task

Task queue

Today, 10 tasks

Needs your sign off

2

Send Q3 pricing update to clients

Draft ready, 42 recipients

ViewApprove

Refund request from Northline

$480, within policy

ViewApprove

In motion

2

Chasing overdue invoices

QuickBooks

2 of 3 sent

Booking client meetings

Calendar, Gmail

Checking slots

Shipped today

6

Weekly revenue report

Sent to leadership

9:00 AM

Review every task

Every piece of work in one queue. See what's in motion, what needs your sign off, and what shipped.

See your whole business

Revenue

$128.4k

+12% vs last month

Tasks shipped

46

+8 this week

Time saved

31h

across your team

Revenue

Last 12 weeks

See your whole business

Live visibility into the numbers that matter. Revenue, workload, and time saved, all in one view instead of scattered across reports.

Integrate with your systems

Integrations

7 connected

Your existing system

The CRM, ERP, or internal tools you already run, connected as is

Connected

Plus the tools around it

Gmail

Inbox

HubSpot

CRM

Outlook

Email, calendar

Slack

Messaging

40+ more

Browse the catalog

Integrate with your systems

Regent plugs into the tools you already run on. Your CRM, inbox, calendar, and finance stack, connected from day one.