Guides for regulated operations teams
Practical, implementation-level guides for running fund and client operations with AI agents doing the work, the accountable people approving it, and a timestamped audit trail produced by default.
How to use these guides
Each guide takes one real operational process - a capital call, an investor onboarding, a NAV pack - and walks through how it runs end to end: which steps AI handles, where maker-checker approval is enforced, which systems are orchestrated, and what evidence lands in the audit trail.
Written for operations, not engineering
Every guide assumes the people changing the process are the operations and transformation teams who own it, not a development queue.
Governance is not an appendix
Approvals, segregation of duties and evidence capture are described as part of the process design, not as controls bolted on afterwards.
Built on your existing stack
Guides assume your CRMs, ledgers, KYC providers and data rooms stay in place and are orchestrated, not replaced.
Grounded in production
Patterns come from regulated operations running today at fund administrators, asset managers and banks.
Available guides
New guides are added here as they are published.
AI agents for capital calls and NAV reporting
What the agent does at each step, where maker-checker approval is enforced, and what the audit trail captures
Putting AI into regulated financial workflows
Governing the process first, where the human line sits, keeping AI inside existing systems, and a pre-rollout checklist
Building an audit-ready fund operations process
Governance built in, maker-checker enforced by the system, exceptions as evidence, and what regulators and depositaries look for
Automating capital calls with a complete audit trail for UK PE firms
The drawdown cycle end to end: per-LP calculation, notices, maker-checker before issuance, receipt matching, UK regulatory context and a worked call cycle
Integrating investor onboarding, KYC and NAV after a merger
One governed process across both estates, a standardised KYC evidence table, the onboarding-to-NAV pipeline and a target operating model checklist
Investor onboarding and KYC without losing the audit trail
Governed LP onboarding across KYC providers, data rooms and the ledger
Putting AI agents into a regulated process
Where agents act, where humans approve, and what gets logged
Related reading
While the guides are being published, these pages cover the same ground.
Next Matter vs Competitors
How we compare to BPM, low-code, RPA and fund-ops point solutions
Answers
Direct answers to the questions operations teams ask most
Opinions
Longer-form pieces on how regulated operations should be run
Governance and audit
Approvals and a full audit trail over every automated action
Want a guide for your own process?
Bring a real workflow - a capital call, an onboarding, a NAV pack - and we will walk through how it runs with AI, approvals and a full audit trail.
Book a demo