Build AI capability while delivering immediate ROI

Deploy on your infrastructure. Work with your actual data. Build knowledge you own.

Australian fund managers are building AI capability through focused deployments that deliver immediate ROI while preparing for broader transformation. Start with DDQs, expand as you learn.

Deployed on customer VPCs

Built for Australian funds

Design partnership approach

See the Platform Book 30-min Governance Walkthrough

What doesn't change

Regardless of the technology deployed:

Accuracy and compliance remain your responsibility

The fund remains accountable for all investor communications. AI assists drafting, not decision-making or approval.

Investment team oversight is unchanged

Portfolio managers and analysts retain final approval over all performance commentary and forward-looking statements.

Human review and sign-off are mandatory

All DDQ responses, RFPs and investor reports require human validation and authorised sign-off before distribution.

Regulatory and fiduciary duties remain intact

Full audit trail of how responses were generated, reviewed and approved.

BackPro is designed to operate within these constraints.

REAL DEPLOYMENT \u2014 SYDNEY FUND MANAGER

Building AI Capability from the Ground Up

How a boutique Australian equities manager deployed BackPro AI Platform Executive on their Azure VPC

"Fund managers are sitting there asking, \u2018Are we behind? Should we be really worried? Where are things going with all of this?\u2019 They've backed particular platforms and vendors, and now they're getting mixed signals."

Selector needed to understand AI themselves, not just buy a black box. They needed it to work with their actual documents and solve real problems \u2014 all while running their investment business without disruption.

Why They Chose BackPro

Work with their real data (fund fact sheets, compliance records, DDQ history)
Built for Australian financial services language and compliance
Honest about complexity and sustained effort required
Design partnership \u2014 helped shape the platform for all customers

What They Received

BackPro AI Platform Executive on their Azure VPC
SharePoint integration with existing documents
Knowledge transfer on AI capabilities and limitations
Company-wide licensing for entire team

Key Outcomes

Days \u2192 Hours on DDQs

Immediate cost savings on every questionnaire

Deep AI Understanding

What AI can actually do in their business

Expansion Roadmap

Investment research, additional use cases identified

Company-Wide Access

Entire team can learn and benefit

"You guys are at the front, the vanguard of that transformation. If you're in right at the front of that, I think it's really good. We're only just scratching the surface, but we can see now the value of understanding this much more clearly. That's where we need to be for the future of investment management."

\u2014 Selector Funds Management Leadership Team

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Why this matters operationally

Institutional allocators increasingly use AI to evaluate managers. Your operational efficiency is now part of your competitive positioning.

Operational Leverage

Scale AUM without linear headcount growth

Handle 3x DDQ volume with same IR team size. Proven at funds managing $500M to $15B AUM.

Increase capacity without diluting quality
Faster response to time-sensitive opportunities
Reduce "we can't take this meeting" scenarios

Institutional Credibility

Demonstrate operational sophistication to allocators

LPs and consultants increasingly evaluate operational infrastructure as part of manager selection. AI-enabled IR signals institutional maturity.

Faster, more consistent DDQ responses
Always-current consultant database profiles
Reduced operational due diligence red flags

Compliance & Auditability

Reduce compliance risk through consistency and tracking

Inconsistent DDQ responses create regulatory and LP relationship risk. BackPro enforces consistency and maintains full audit trail.

Eliminate "we said X then, Y now" contradictions
Track who approved what, when
Demonstrate controls to regulators and auditors

Key Person Risk Mitigation

Reduce reliance on "hero" IR staff

If your best IR analyst leaves, their knowledge leaves with them. BackPro captures institutional knowledge in a queryable system.

Faster onboarding for new IR staff
Consistent quality regardless of who drafts
Reduced risk of knowledge loss

Risk controls built into the approach

Data Control & Security

Private deployment (your cloud or ours)
No data shared across clients
Role-based access controls
Data encryption at rest and in transit
Australian or regional data residency options
SOC 2 Type II compliance (available)

Accuracy & Auditability

Source citation for every AI-generated response
Version control and change tracking
"Show your work" audit trail for regulators
Human validation checkpoints enforced
Approval workflow integration
Historical response library for consistency checking

Governance & Oversight

Approved use cases documented (DDQs, RFPs, reporting)
Prohibited use cases enforced (no investment decisions)
Staff training and usage boundaries
Escalation procedures for edge cases
Regular governance review cycles
Compliance team oversight integration

Operational Discipline

Standardised response templates
Consistent data sourcing (single source of truth)
Clear hand-offs (IR → compliance → senior review)
Performance monitoring and error tracking
Continuous improvement feedback loop

What we explicitly do not do

No investment decision-making

AI does not generate portfolio construction, trading decisions, or investment recommendations. PM discretion is unchanged.

No client data sent to public AI services

Your fund data never touches ChatGPT, Claude, or any public LLM. Private deployment only.

No bypassing of compliance review

AI-assisted communications still require human validation and compliance sign-off per your policies.

No replacement of senior judgement

Forward-looking statements, investment outlook, and strategic commentary require PM/CIO review and approval.

No autonomous distribution to investors

AI drafts responses; humans review, approve and send.

Due diligence support

We provide comprehensive materials to support internal operational due diligence (ODD), board review, and auditor inquiries:

Data flow and security architecture

How fund data is stored, processed, and protected

Governance and controls framework

Approval workflows, validation checkpoints, escalation procedures

Regulatory and compliance considerations

ASIC, SEC, FCA considerations for AI in investor communications

Audit trail and version control

Demonstrating compliance and accuracy to auditors and regulators

Operational resilience and BCP

System availability, disaster recovery, and business continuity

Frequently asked questions

Common questions from COOs and managing partners

How long does it take to build real AI capability?

Honest answer: This takes sustained organisational commitment. A Sydney fund manager's leadership acknowledged: "We haven't given it enough focus internally because of the way businesses have to run, and we haven't had the bandwidth to do it justice." But they still achieved immediate ROI on DDQ automation while building longer-term capability. Plan for 3-6 months to see real organisational impact.

What if we deploy this and our team doesn't actually use it?

Common problem with AI tools. BackPro's approach is different: We deploy on your infrastructure with your actual documents. Start with one high-value problem (usually DDQs). Prove immediate time savings. Then your team WANTS to use it because they see real value. As one fund's COO said: "We should be using these tools all the time, every day. That's a change management exercise for ourselves."

Are Australian fund managers really adopting AI?

Yes, but carefully. "Australia's pretty conservative, so it takes a while. Building that momentum takes years usually in a market like this." The winners will be funds who start building capability now through focused, practical deployments rather than waiting for certainty. As one fund manager put it: "You guys are at the front, the vanguard of that transformation."

How do we handle operational due diligence questions about AI use?

We provide a comprehensive ODD response pack covering data security and access controls, governance and approval workflows, error rates and validation procedures, audit trail and version control, and regulatory compliance considerations. Many LPs are now asking about AI governance — having a mature answer is becoming a competitive advantage.

Can we deploy this on-premise or in our own cloud?

Yes. BackPro deploys on your Azure/AWS/GCP VPC. Selector Funds Management runs it on their Azure environment. Your data never leaves your infrastructure. This is NOT a cloud-hosted SaaS where your data sits on our servers.

How do we measure ROI and success?

We track time saved per DDQ/RFP (hours), IR capacity increase (DDQs handled per FTE), response consistency scores, compliance incident reduction, hiring cost avoidance, and pitch-to-close rate improvement. Most funds see positive ROI within 3-6 months. Selector saw immediate savings: Days → Hours on every DDQ.

Ready to assess operational fit and ROI?

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