A daily controls and liquidity review, redesigned from manual collection to managed output.
Managed automation for investment funds
Serve more AUM with the team you already have.
Peregrine designs, deploys, and manages operational agents that take repetitive fund work from first input to finished output. Your people stay in control while the routine work runs on schedule.
Designed for
Asset managers
Fund administrators
Institutional allocators
Peregrine
Ingest agentBroker files collected
Structure agentTransactions normalized
NAV agentReview pack prepared
Reconciliation agentExceptions isolated
Reporting agentInvestor update drafted
A representative target for removing repetitive handling from a well-defined workflow.
Scheduled agents can work across every cycle, with review gates, logs, and escalation paths set by your team.
Agents, not chat windows
An operational agent completes the work.
A chatbot gives an answer. An agent has a defined process, approved system access, and permission to complete each controlled step. Your team reviews results rather than producing every intermediate file.
A chatbotnot the delivery model
Hello. What would you like help with today?
Type a prompt…↑
It replies in text, but the process still waits for a person to prompt, move, check, and finish it.
A Peregrine agentwhat we deliver
Agent run · 07:00unprompted
EmailDriveLedgerAdmin platform
No one sits at the keyboard. The agent works across approved tools and delivers the finished output with a traceable run record.
Solutions
A selection of what we can ship.
Each engagement begins with the operational task that absorbs the most time and ends with a controlled system that takes it off the team’s plate.
View all solutions →AI agents for funds
Broker ingestion, statement structuring, NAV handoffs, reconciliation, compliance review, and reporting—wired into the stack your operation already uses.
→ The task runs; your team reviews the outcome.See more →
Tokenization Engine
Create programmable fund units, maintain a live stakeholder register, control transfers, and connect subscription or distribution workflows.
→ A programmable unit register built for modern distribution.See more →
Institutional websites and LP portals
Replace legacy pages and disjointed investor touchpoints with a fast, credible experience built around discovery, diligence, and conversion.
→ A clearer path from first visit to qualified conversation.Talk to us →
Stablecoin onboarding and settlement
Connect identity checks, subscription approvals, wallet or bank instructions, position confirmation, and redemption settlement in one controlled flow.
→ Fewer handoffs between intent, funding, and ownership.See more →
Local AI, private by design
The same agents can run inside your perimeter.
For teams that cannot send investor, position, or document data to a public AI service, the deployment can be contained within private cloud or on-premise infrastructure. The controls remain; the data stays where you govern it.
01
Runs on your infrastructure
Open models and application services operate in your approved environment.
02
No public model dependency
Sensitive workflows can be isolated from third-party inference services.
03
Guardrails and run logs
Approved actions, thresholds, evidence, and escalations remain traceable.
Your infrastructure · perimeter closed
Open modelHosted privately
Operational agentsRun every cycle
Your governed dataRemains inside
No sensitive payload needs to leave the approved environment.
Our operating stance
We do not ask you to migrate into another platform.
We build around the bank portal, accounting package, document drive, custody environment, and website your teams already use. The result becomes part of your operating architecture.
- 01
No unnecessary lock-in
Deployments are designed around portable infrastructure, documented workflows, and data access that remains under your control.
- 02
Built for fund operations
Controls, evidence, approvals, exceptions, and auditability are treated as product requirements—not implementation details.
- 03
Production ownership
The work includes deployment, monitoring, exception handling, and iterative improvement—not a concept deck left with your team.
How we work
Four steps. Directly from process to production.
The people who scope the workflow stay close to the people who build it. This keeps controls, integration decisions, and edge cases connected from day one.
Step 01Week 0
01.Find the process.
Map the manual steps with the people who perform them and identify the workflow where automation returns the most capacity.
Step 02Weeks 1–3
02.Build and integrate.
Create the agent around your formats, permissions, and controls, then connect it to the systems already used by the operation.
Step 03Week 4
03.Let it run.
The controlled task executes on schedule and places the result in the inbox, drive, or platform your team already opens.
Step 04Ongoing
04.Maintain and improve.
Monitor runs, resolve edge cases, update integrations, and evolve the workflow as products, service providers, or controls change.
What is consuming your time?
Tell us where the week goes.
Answer six quick questions about your operation. The submission is stored securely in WordPress and gives our team enough context to propose a useful first workflow.