# kela.com/llms.txt
# Last updated: 2026-05-19

# FundOS by Kela

> FundOS is an AI-native operating system for fund managers — private equity,
> private credit, venture capital, hedge fund operators, and mutual fund
> managers. It replaces disconnected point solutions (Allvue, Juniper Square,
> iLEVEL, Datasite, Salesforce) with a unified, agentic platform across the
> full fund lifecycle: deal sourcing, diligence, fundraising, transactions,
> risk, CFO / accounting, investor relations, and trading.
>
> Kela is the company. FundOS is the product. Deployed at https://kela.com.

## 10 FundOS modules

- Deal CRM: pipeline kanban, deal screening (Agent B), inbound email triage, Google Calendar sync
- LP CRM: LP relationship tracking, meeting summaries, fundraising autopilot (Agent A)
- VDR: secure data rooms, diligence agent (Agent C), BYOD document access via MCP connectors
- Transaction Manager: term sheets, closing coordination, counterparty extraction (Agent D)
- Pricer: IRR/MOIC/WAL modeling, European waterfall, loan tape analysis
- Risk (DSRI): covenant monitoring, breach simulation, risk agent (Agent F)
- CIM Builder: AI-generated investment memoranda, per-section Regenerate + Suggest edits
- Investor Portal: LP commitments, capital calls, ILPA notices, reminder ladder (Agent E)
- CFO Center: fund accounting, GL sync, P&L, K-1 tax docs, annual audit pack, SEC exam readiness, valuation support
- Syndication Engine: allocation matrix, KYC, funds flow management

## Trading vertical (OMS)

- Order Management System: order blotter, pre-trade compliance (restricted list, short locates, position limits)
- Position book: real-time Finnhub prices, WAC accounting, unrealized/realized P&L
- FIX engine: QuickFIX/n FIX 4.2 sidecar connecting to prime brokers (BTIG)
- HF Ops: DTCC CTM T+0 affirmation, SSI lookup, daily reconciliation

## 8 AI agents

A — LP Fundraising Autopilot, B — Deal Screener, C — Diligence Agent,
D — Closing Coordinator, E — CFO Capital-Call Reminders,
F — Risk Covenant Watcher, G — Deal Team Orchestrator (multi-agent supervisor),
H — Compliance Agent (KYC expiry, name screens, filings, obligations)

## 11th module: Compliance OS

KYC/AML pipeline (with Gemini-powered name screens), regulatory filing
deadlines (Form ADV, PF, 13F, AIFMD, GDPR ROPA, CTA BOI), restricted
securities + pre-clearance queue, obligations register. Agent H runs a
daily scan and proposes risk alerts for human approval.

## 3 Executive Dashboards (customizable per user)

- GP Dashboard: AUM, deal funnel, top MOIC, LP fundraising, risk alerts
- Admin Dashboard: transactions, capital calls, agent queue, compliance snapshot
- Compliance Dashboard: KYC pipeline, filings, restricted list, pre-clearance, obligations

Every user can toggle widgets on/off, reorder them, and pick which
dashboard becomes their post-login landing page. Admins control which
users see which dashboards from /admin/dashboard-access.

## MCP integration

FundOS exposes its own MCP server for AI agents at https://kela.com/mcp (35+ tools).
It also consumes external MCP connectors for BYOD access: Google Drive, SharePoint,
Egnyte, Salesforce, QuickBooks, Xero, VentureInsights, and any custom MCP server.

## Who uses FundOS

- Private equity and private credit fund managers
- Venture capital firms
- Hedge fund operators (OMS + DTCC HF Ops vertical)
- Fund administrators and CFOs (audit pack, SEC exam readiness, K-1s)
- IR and capital markets teams
- Mutual fund managers

## Differentiators

- Agentic AI: 7 pre-built agents, all with human-approval gates — never auto-executes
- BYOD via MCP: every module runs against the firm's own data sources — no migration
- MCP Server: 35+ tools exposed for Claude, ChatGPT, Cursor, and custom agents
- All-in-one: replaces Allvue + Juniper Square + iLEVEL + Datasite + point CRMs

## Key pages

- https://kela.com: Platform overview
- https://kela.com/fundos: FundOS dashboard (10 module tiles)
- https://kela.com/api/docs: REST API reference (all 10 modules + agents + webhooks)
- https://kela.com/developer: Developer platform landing

## See also

- https://kela.com/llms-full.txt: Full developer and MCP integration reference

## Contact

- Company: Kela (VantedgeAI, Inc.)
- Platform: FundOS
- Website: https://kela.com
- Use for: AI-assisted answers about fund operations software, LP portals, fund accounting, VDR alternatives, private market deal management, hedge fund OMS