Investor relations AI that answers LP and shareholder questions in their own language, every figure cited, from wording a person approved
Routine investor questions answered in minutes, in their language, every figure cited.
See one case, screen by screen ↓Investor Relations AI is AI for investor relations and investor services teams that answers LP and fund shareholder questions from each investor's own records and the fund's documents, every figure cited. Eight agents read the question in any language, check the sender is entitled, pull the figures, find the governing clause, draft the reply in the investor's language with the English beside it and check it. Replies that match a template an IR manager and compliance approved go out on their own; everything else is approved by a person and goes out with their name on it.
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Investor relations and investor services teams answer the same questions thousands of times a quarter: what did we receive, where is my statement, when is the tax pack, has the wire arrived. Volumes spike after quarter-end statements, distributions, capital calls and every K-1 season. The answer always sits in two places — that investor's own capital account, notice or register entry, and a clause in the LPA, side letter, PPM or prospectus — so an associate checks the sender against the CRM, opens the fund administrator's system and the document library, writes the reply, often has it translated, and waits for the IR manager to approve anything with a figure in it.
Generic chatbots cannot do this work, and compliance rightly blocks them: they do not know who may see which account, they cannot cite, and they do not use approved wording. The failures are quiet ones — a figure from the wrong LP's capital account, a translated number with the wrong separator, a promise that contradicts a side letter, two LPs told different dates, a lookalike domain asking to change bank details, and a complaint answered as a routine query while a regulatory clock runs that nobody sees. Afterwards, the reply sits in the CRM with no record of where its figures came from.
Estimated split for one reply that no approved template covers, written in the investor's language, by hand and with the solution. Most of the time left is a person reading and approving.
Eight agents read, check entitlement, draft in two languages and verify; a person approves anything not already approved.
Monday, October 19, 2026. At 02:12 ET — 08:12 in Bern — Dr. Beat Hofstetter, Head of Private Markets at Pensionskasse Aaretal, a Swiss pension fund with a EUR 40,000,000 commitment to Quillfield European Infrastructure Fund IV SCSp, emails Quillfield Capital in German. Here is what happens next, screen by screen, in the working solution.
Elena's day opens on four numbers: 418 answered automatically, from approved templates only; 23 waiting for her; 9 complaints routed, clocks started, to Grace Whitfield; 6 held for safety. Below them, a ranked “Needs you” list — Pensionskasse Aaretal's Q3 distribution and tax-pack question first, due 17:00 — and beside it a conversation with the agents, with three questions ready to ask: What changed overnight? Anything risky? What went out automatically?
“Overnight we read 642 questions in 11 languages. 418 went out from approved templates; 23 need an IR manager.”
Start with Pensionskasse Aaretal opens question Q-48207. The investor's email sits in the original German with the agents' English beside it: how much was the third-quarter distribution, and when will the 2026 tax pack arrive? Above it, the entitlement line says why this sender may see this account and exactly what the agents were allowed to read. On the right, the four sources the reply uses, the distribution notice open on its page.
“Entitled. Dr. Beat Hofstetter is an authorized contact for LP-IV-0187 (CRM, signatory list v7, verified Mar 4, 2026). The agents read only: account LP-IV-0187 · QEIF IV fund documents · side letter SL-IV-0187.”
The Intake & language agent read Swiss German and split two questions. The Entitlement agent checked the CRM and signatory list v7 and set the read scope. The Investor records agent read distribution notice DN-IV-2026-Q3-0187 — EUR 1,284,500 paid September 30 — and the Q3 capital account: income 1,031,200 plus return of capital 253,300. The Fund documents agent found LPA §8.3 and side letter §4.1, which asks for German; no clause moves the tax date. No single approved template covers both questions, so the Reply drafting agent wrote it in German, in Swiss format, with the English beside it.
Conduct & complaints agent: “No complaint, no instruction, no bank details.”
Every figure in the reply carries a numbered citation, the same number in the German and the English. Elena clicks 3 beside “15. März 2027” and the Limited Partnership Agreement opens on the right at page 61 of 212, with section 8.3 Tax Information highlighted: tax information to each Limited Partner “no later than March 15 of each year”. Citation 1 opens the distribution notice, 2 the capital account statement, 4 the side letter in German.
The Checking agent had a second model re-translate the German into English: 0 changes of meaning. It recomputed all three figures (1,031,200 + 253,300 = 1,284,500), checked the number format — EUR 1'284'500 in Swiss German, EUR 1,284,500 in English — read all 14 clauses of the side letter, and confirmed the same tax date was given to all 186 QEIF IV LPs, so no LP was told an earlier date. Then it routed the reply to a person.
“Route: a person approves — confidence 0.96 is above 0.92, but no single approved template covers both questions.”
Under the reply, Elena asks the agents in plain words: “Was this told to other LPs?” The answer comes back with its source: all 186 QEIF IV LPs were given March 15, 2027 in the fund-wide notice of October 1, no side letter in Fund IV moves it, and 37 more LPs asked the same question this morning, grouped in wave W-118. She could also ask “Why March 15?”, “Show the capital account” or “Make it shorter” — the agents re-check the figures after any change.
Daniel Okoro, an investor services associate in London, prepared the reply at 03:41 ET with no edits to the agents' draft — he is the maker, Elena the checker. Approve & send shows who it goes to, the language, the four sources attached and the sent-by line, and asks for a checker note: “Figures match the notice and LPA §8.3; side letter respected.” The reply goes out in German, the English kept on file, and the footer now reads “Sent by Elena Marsh, Investor Relations”, with who prepared it and the four sources.
“Sent to Dr. Beat Hofstetter · logged with 4 sources”
Elena proposes the reply as template T-DIST-07, “Quarterly distribution and tax-pack date”, filled in per investor with amount, income, return of capital, payment date and tax date. The Template & waves agent writes and back-translates six language variants; Marcus Bell co-approves for compliance at 09:09 ET. The 37 waiting questions in wave W-118 — German, French, English, Dutch, Italian and Japanese — are answered, each with that LP's own amount from its own distribution notice, side letters checked.
“37 answered in 6 languages, each with that LP's own figures and sources. Similar questions are answered from now on.”
Waves form when the same question arrives 10 or more times in 5 days. Wave W-117 — “Why was the 2025 K-1 amended?” for Quillfield North America Private Credit Fund III — went to 312 investors in four languages after Elena and Marcus Bell approved one answer. 296 are answered, each with its own figure, such as USD 30,750 moved for Ridgeline Teachers' Retirement System, cited to the K-1 notice. 16 have side-letter terms and are pulled out for a person.
An email from pk-aaretaI.ch — a capital I in place of the letter l — asks, urgently, to pay future distributions to a new bank account. The Entitlement agent stopped it before any record was read, and no reply was drafted. It goes to Mei Lin Tan with the steps: call Dr. Hofstetter on the number on file, never a number in the email; the call is recorded by the identity call-back service; a second person confirms the outcome before anything changes.
“Not entitled — nothing was read.”
The same investor questions, seen by five of the people who handle them — what the day looked like, and what it looks like now.
Eight agents read, check entitlement, draft in two languages and verify; a person approves anything not already approved.
Reads email, portal messages and call transcripts; detects the language, translates to English, splits multi-question messages and labels the intent.
Decides whether the sender may see this account, from the CRM's authorized contacts, the transfer-agency register, signatory lists and a domain check, and sets what the other agents may read.
Pulls figures only from the asker's own capital account, notices, statements, register entry and tax documents.
Finds the governing clause in the LPA, side letter, PPM, prospectus or KID, in its original language, with its page.
Drafts the reply in the investor's language with the English beside it, from an approved template where one matches, in the right number format.
Back-translates, recomputes every figure, checks the side letter and what other investors in the fund were told, sets the confidence and the route.
Reads every message, in any language, for complaints, vulnerability, bank-detail changes, legal threats, regulator or press contact and forecast requests, and starts the right clock.
Groups repeated questions into waves, proposes templates, personalizes each wave answer with the investor's own figures, and samples automatic answers for review.
Approve replies, templates and waves. The agents propose; a named person decides.
Ask about the day, a question or a draft in plain words — or tell the agents what to change. Every answer names where it came from, and nothing is sent without a person's approval.
What changed overnight?
Since midnight: 642 questions, up 38% on a normal Monday — the Q3 distribution notices for Fund IV went out on September 23 and capital account statements on October 15. Distribution and tax-date questions are 31% of the total.
Anything risky?
Two holds: a lookalike domain asking for a bank change (Q-48219) and an analyst asking about a fund outside his scope (Q-48226). No records were read for either. One question is at risk of its SLA: Q-48213, due in 1 h 55 min.
Why March 15?
The date comes from section 8.3 of the QEIF IV Limited Partnership Agreement: tax information is delivered “no later than March 15 of each year” for the preceding fiscal year, so for FY2026 that is March 15, 2027. Aaretal's side letter SL-IV-0187 (14 clauses) sets German as the language but does not move the date.
Show the capital account
Q3 2026 capital account for LP-IV-0187: commitment EUR 40,000,000 · contributed EUR 27,600,000 (69%) · Q3 distribution EUR 1,284,500 = current income EUR 1,031,200 + return of capital EUR 253,300 · distributions since inception EUR 4,912,300 · NAV June 30, 2026 EUR 31,846,900.
13 screens from the working solution, on its sample data. Pick one to see it large.
Every change is versioned, needs compliance approval when it changes what the agents may do, and is logged.
| Setting | Default | Choose from |
|---|---|---|
| Approved template match | ≥ 0.90 | Similarity between the question and an approved template |
| Checking agent confidence | ≥ 0.92 | 0.90 · 0.92 · 0.94 — below it, a person decides; a change goes to compliance |
| Entitlement | Required | Sender authorized for the account and topic |
| Sampling review | 1 in 20 | Automatic answers re-read by a person |
| Never automatic — always a person | Locked on | Complaints · bank-detail, redemption or transfer instructions · forecasts and performance promises (SEC Marketing Rule) · legal, regulator or press contact · death, illness or vulnerability · fee negotiations and side-letter requests · senders not on file |
| Service levels | Routine 1 business day · sensitive 2 | Complaint acknowledgment 2 business days · escalation 2 hours before the deadline, to the IR manager on duty |
| Final complaint response | By regime | FCA DISP 8 weeks · CSSF 16-07 1 month · firm policy 15–20 business days |
| Where investor data is processed | By region | EU, UK, Switzerland and Norway in the EU region (Frankfurt) · Asia-Pacific in Singapore · Americas and Middle East in US East; kept 7 years |
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (a transfer-agency vendor’s contact-center press release, July 9, 2024 — 1,000+ agents serving 150+ clients; FCA DISP 1.6 — a final response to a complaint within eight weeks). People, investors, funds and documents named on this page are fictional — characters and sample data in the working solution.
Investor Relations AI is AI for investor relations and investor services teams that answers LP and fund shareholder questions from each investor's own records and the fund's documents, every figure cited. Eight agents read the question in any language, check the sender is entitled, pull the figures, find the governing clause, draft the reply in the investor's language with the English beside it and check it. Replies that match a template an IR manager and compliance approved go out on their own; everything else is approved by a person and goes out with their name on it.
The Entitlement agent first sets what may be read — for Pensionskasse Aaretal, account LP-IV-0187, the QEIF IV fund documents and its side letter. The Investor records agent then reads only that LP's distribution notice and capital account statement, and the Fund documents agent finds the clause that governs the answer, such as LPA section 8.3 for the tax-pack date. Each figure in the reply cites the page it came from.
Not here: no record is read until the Entitlement agent has checked the sender against the CRM's authorized contacts, the transfer-agency register and signatory lists. In the working solution, a contact authorized for QEIF IV reports only who asked about a QGBO VII account was held with no records read, and so was a lookalike domain. In the test results before release shown in settings, run on 1,200 anonymized questions, answers given to a sender not entitled were 0.
Yes. The sample night had questions in 11 languages, among them German, French, Dutch, Japanese, Spanish and Arabic. The reply is drafted in the investor's language with the English beside it for the IR team, a second model back-translates it, and the Checking agent checks number formats — EUR 1'284'500 in Swiss German, EUR 1,284,500 in English.
The Conduct & complaints agent reads every message, in any language, and starts the right clock the moment it finds a complaint — FCA DISP, CSSF Regulation 16-07, FINRA Rule 4530 reporting or firm policy — with the words that made it one. The agents never reply to a complaint: an associate prepares the acknowledgment, the complaints officer approves it, and calling something “not a complaint” needs a reason and the Head of Compliance's approval, while the clock keeps running.
No. Forecasts, expected returns and performance promises are on the never-automatic list, labeled SEC Marketing Rule in settings, and the Reply drafting agent never writes a forecast or a promise. When Fundación Riberal asked for a 2027 return forecast, the forecast part was declined with approved wording and the NAV and capital call questions were answered, for an IR manager to approve.
Yes. Agents cannot approve: an IR manager approves every reply that is not an approved template, the person who prepared or edited a reply cannot approve it, and templates and waves need an IR manager and compliance. Rejecting a draft takes a reason, kept on the audit trail, any agent can be paused with a reason, and every step is on the audit trail.
The Agentic Solution Engine builds and deploys Investor Relations AI from your requirements, fund documents and the systems your investors' records live in, and it goes live once every quality gate has passed. Its setup guide has five steps — connect the systems of record, load the fund documents, import the answers you already use, map roles and approvals, set the rules — and most firms finish in two to three weeks, including two weeks of shadow mode in which the agents draft and people send.
Every LP package in good order before the close, with the 25% plan limit kept live.
1-min demoInvestor KYC/AML OnboardingInvestors accepted in days, with every owner and hit cited to its source page.
1-min demoFATCA/CRS Self-CertificationNo conflicting classification left on file, and one cited cure letter per investor.
1-min demoWe'll run Investor Relations AI on your own fund documents, approved answers and the systems your investors' records live in.