--- title: "Guides | Next Matter" description: "Practical guides to running regulated fund and client operations with AI agents, maker-checker approvals and a timestamped audit trail." lang: en json-ld: | { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://nextmatter.com/#organization", "name": "Next Matter", "legalName": "Daizy NM Limited", "url": "https://nextmatter.com", "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg", "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.", "sameAs": [ "https://www.linkedin.com/company/nextmatter", "https://www.daizy.com" ] }, { "@type": "WebSite", "@id": "https://nextmatter.com/#website", "url": "https://nextmatter.com", "name": "Next Matter", "publisher": { "@id": "https://nextmatter.com/#organization" }, "inLanguage": "en" } ] } --- [![Next Matter Logo](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg)](/) - [Solutions](/solutions) [ grid\_view Solutions Overview Personas, capabilities, and proof ](/solutions)[ smart\_toy AI Orchestration Coordinate agents across your stack ](/solutions/ai-orchestration)[ library\_books Workflow Library Remix production-ready workflows ](/remix) Case Studies [ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Ocorian 1,800 Employees • Fund Administrator ](/case-studies/ocorian)[ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Trade Republic 10M Customers • Online Trading Platform ](/case-studies/trade-republic)[ ![b2Venture](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) b2Venture $800mn AUM • Venture Capital Firm ](/case-studies/b2venture)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) Swan BaaS leader • Embedded Banking Platform ](/case-studies/swan) - [Platform](/platform) [ hub Platform Overview Built for Fund Operations ](/platform)[ build Workflow Builder Build long-running orchestrations ](/workflow-builder)[ smart\_toy AI & Automation Agents, models and guardrails ](/ai-and-automation)[ extension Integrations Core Ledger & Ecosystem Connectivity ](/integrations)[ verified\_user Governance & Audit Approvals and a full audit trail ](/governance-and-audit)[ shield Security SOC 2, data residency ](/security) - Resources [ forum Ask a Technical Question Chat with the docs AI assistant ](https://help.nextmatter.com/docs/integrate-across-tools?assistant)[ campaign Opinions Perspectives from our team ](/opinions) [Sign in](https://app.nextmatter.com/login) [Apply](/book-a-demo) menu\_book Guides # 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 Read ](/guides/ai-agents-capital-calls-nav-reporting)[ 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 Read ](/guides/ai-in-regulated-financial-workflows)[ 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 Read ](/guides/audit-ready-fund-operations)[ 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 Read ](/guides/automate-capital-calls-uk-private-equity)[ 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 Read ](/guides/integrate-onboarding-kyc-nav-after-merger) Investor onboarding and KYC without losing the audit trail Governed LP onboarding across KYC providers, data rooms and the ledger Coming soon Putting AI agents into a regulated process Where agents act, where humans approve, and what gets logged Coming soon ## 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 Read ](/why-next-matter)[ Answers Direct answers to the questions operations teams ask most Read ](/answers)[ Opinions Longer-form pieces on how regulated operations should be run Read ](/opinions)[ Governance and audit Approvals and a full audit trail over every automated action Read ](/governance-and-audit) ## 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. 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