MEK AI
BackPro AI Strategic Consultant
BackPro AI
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Quarterly Reports with Complete Data Sovereignty
Fund managers use on-premise AI to automate quarterly investor reports and LP communications while maintaining complete confidentiality over portfolio holdings and performance data.
Report Preparation Time
70% time reduction quarterly
On-Premise Processing
Investor data never leaves your infrastructure
Investor Queries
Instant answers to investor questions
Investment teams spend significant time each quarter manually compiling performance data, portfolio updates, market commentary, and compliance disclosures for investor reports. Each LP may receive customised reporting based on their investment.
Investor relations teams face bottlenecks during reporting periods. Investment professionals spend time on reporting instead of portfolio management and deal sourcing.
Maintaining consistent messaging while customising reports for dozens or hundreds of limited partners creates quality control challenges. Manual processes lead to version control issues and inconsistent disclosures.
Risk of investors receiving conflicting information. Compliance risks increase with inconsistent disclosures across LP communications.
Between quarterly reports, limited partners send queries about performance, holdings, valuations, distributions, and fund terms. Responding to each query requires manual research and review of fund documents.
Investor relations teams struggle to respond within acceptable timeframes. High-value LP relationships suffer from slow response times.
Fund managers cannot use cloud AI services that send portfolio holdings, performance information, or investor data to third-party APIs. Confidentiality is paramount for competitive and regulatory reasons.
Cannot leverage AI automation for investor reporting without compromising portfolio confidentiality and competitive positioning.
BackPro AI deploys on your Azure, AWS, or GCP environment. Zero data leaves your infrastructure. Automate investor reporting whilst maintaining complete data sovereignty and instant query response.
AI extracts performance data, portfolio holdings, and market information from your systems to generate investor reports. Customises reports per LP while maintaining consistent core messaging and disclosures.
Reduce quarterly report preparation time. Eliminate manual data compilation. Free investor relations teams for relationship management.
AI maintains consistent messaging on market commentary, investment strategy, and risk disclosures while customising quantitative data for each limited partner based on their specific investment.
Eliminate inconsistent disclosures. Ensure all investors receive accurate, compliant information. Reduce compliance risks from manual reporting variations.
AI accesses fund documents, performance data, and historical communications to respond to limited partner queries. Handles questions about holdings, valuations, fees, distributions, and fund terms.
Reduce LP query response time. Improve investor satisfaction with accurate responses. Scale investor relations without adding headcount.
AI analyses market data and fund holdings to support performance commentary generation. Maintains fund voice and investment philosophy in market analysis and portfolio updates.
Reduce time investment teams spend writing commentary. Maintain consistent quality across reporting periods. Free portfolio managers for investment decisions.
Deploy entirely on-premise or in your private Azure/AWS/GCP cloud. All investor data and portfolio holdings stay within your controlled infrastructure. Zero data leaves your environment. No external API calls.
Maintain portfolio confidentiality. Protect competitive advantage. Ensure regulatory compliance with on-premise deployment.
Every report and communication includes complete source attribution. Audit trails show exactly which data points informed each disclosure for regulatory reviews and compliance verification.
Pass regulatory audits with transparent AI. Defend investor communications with clear sourcing. Build LP trust with explainable reporting.
Common questions fund managers ask about AI for investor reporting
Your compliance team has been saying no to every AI tool. BackPro is the one they can say yes to.
Trusted by Selector Funds, More4Life, Frazer Walker, and other Australian financial institutions
Questions? Email backpro@backpro.ai or call +61 468 354 703
Genesis Accelerator 2025 • University of Sydney backed