Your fund's agent. It does the work, you approve it.
Handling fund operations and investor-facing work, alongside your team.
Where the agent does the work
Agents working on your behalf.
Ingest & normalize
Statements, notices, and emails in any format, mapped into one current record.
Grounded answering
DDQ and ad-hoc questions answered straight from that record, cited every time.
Reconciliation
Catches when the administrator's numbers and internal records don't match, down to the exact line.
Alongside your team
Built on what you already use. Not instead of it.
No migration, no re-homed files. Custena connects to the Excel, Outlook, and data room you already run today, and layers the agent on top.
Q2 LP Report — Fund III
Checking SOP compliance…Follows your SOPs, not ours
Review it your way, not ours.
Custena detects your firm's SOPs from the documents you already have, or you upload them, then follows them automatically, routing approvals, citing every source, and honoring side-letter terms exactly the way your team already does.
How it works
Every number, traced to source.
The agent works through scattered fund data automatically, landing on the same deterministic outcome every time. See exactly where each number came from, and the exact math that produced it.
TVPI: 1.84x
Cited to Q2 2025 distribution ledger, cell D18
Built for the mess
Reads what your fund actually runs on.
Fund data lives across Excel exports, administrator files, and systems like eFront or Investran, each disconnected from the rest. Custena reads it in place, cross-references it against the fund's own documents, and produces a fully cited LP report or due-diligence answer, checkable against the source.
See it work on your own data.
If messy fund data and LP reporting are eating your week, let's talk.
Sheet1!B7: "..." unlabeled, inconsistent format