Switch to Investor Relations View

Scale investor relations capacity

without diluting quality or adding headcount

Private AI that accelerates investor communications while maintaining institutional quality, compliance controls and full auditability.

Data sovereignty
Institutional grade
Full audit trail
Book 30-min Governance & ROI 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.

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.

Calculate Your ROI

See exactly how much time and money BackPro will save your team

Your Current Situation

Your Projected Savings

Annual Savings

$145,938

3-Year ROI

265%

Payback Period

4 mo

FTE Freed

0.4

Annual Cost Comparison

Savings Breakdown

Labour Savings
Tool Cost Reduction
Error Prevention

*Calculations are estimates based on the inputs you provide. Actual results vary by document complexity and implementation.

Your Projected ROI

Based on your inputs, your projected annual savings of $145,938 would pay back your investment in 4.0 months. Schedule a call to discuss your specific requirements.

ROI & Efficiency Report

Generated on 12/18/2025

BackPro

AI for Fund Managers

Executive Summary

Based on your fund size of Mid-Market ($500M-$5B), processing 50 DDQs/month with a team of 3, implementing BackPro is projected to save $145,938 annually and deliver a 265% ROI over three years.

Annual Savings

$145,938

Direct cost reduction

3-Year ROI

265%

Return on investment

Payback Period

4 mo

Time to break even

FTE Capacity Freed

0.4

Equivalent full-time employees

Annual Cost Comparison

Savings Distribution

Operational Impact Analysis

MetricCurrent StateWith BackProImprovement
Document Processing Time120 min/doc36 min/doc70% Faster
Monthly Processing Hours100 hours30 hours70 hours saved
Error Rate~10% require rework<2% require review80% Reduction
Team Capacity50 docs/mo115 docs/mo+130% Capacity

Your Configuration

Fund Size

Mid-Market ($500M-$5B)

Primary Document Type

DDQs

Monthly Volume

50 documents

Team Size

3 team members

Salary Level

Mid-Level ($95K)

Current Tool Costs

$2,000/month

Next Steps

  1. 1.Schedule a 15-minute demo to see BackPro in action with your actual documents
  2. 2.Run a 4-6 week pilot with 5-10 documents to validate time savings
  3. 3.Full team rollout with ongoing support and template optimization

© 2025 BackPro AI. All rights reserved.

backpro.ai | Schedule a demo: backpro.ai/contact

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 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.
What if the AI generates a materially inaccurate statement?
Mandatory human review prevents inaccurate content from reaching investors. If an error is caught in review, we track it to improve the system. We also maintain errors & omissions insurance and can provide proof of controls to your insurer.
Can we deploy this on-premise or in our own cloud?
Yes. BackPro supports SaaS (our cloud, regional options available), private cloud (your Azure/AWS/GCP), and on-premise deployment (for highly regulated funds).
How does this affect our professional indemnity insurance?
Insurers typically require documented governance framework (we provide templates), proof of human oversight (audit trail), staff training records (we provide certificates), and regular review cycles (built into platform). We can provide materials to support insurance renewal discussions.
What happens if your company goes out of business?
Your data and response library remain yours. We provide data export in standard formats, source code escrow (for enterprise clients), transition assistance to alternative providers, and no vendor lock-in.
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.

Ready to assess operational fit and ROI?

Book 30-min Governance & ROI Walkthrough

Switch to Investor Relations View

Focus on DDQ automation & investor comms

Go to page

MEK AI

BackPro AI Strategic Consultant

MEK AI Logo

BackPro AI

Ask MEK a question about us