AI Models Are Ready. Your Workflows Aren't.

The next phase of agentic AI is here, and it's reshaping investment operations.

Today we're making the seamless integration of Claude, Copilot, ChatGPT, and Gemini available within Alkymi's platform. This enables our clients to orchestrate and deploy end-to-end agentic workflows, and create powerful customized insights and reporting across front, middle, and back office.

With full MCP support, Alkymi transforms investment management workflows from disconnected tools into connected intelligence that acts and coordinates across systems, and drives workflows from data sourcing through execution.

A True Read-Write Operational Layer

AI agents act, collaborate, and execute across systems, and Alkymi now supports:

• Agents talking to agents, coordinating tasks across workflows

• End-to-end automation, from document ingestion to decision-ready data

• Front-to-back connectivity, linking the front office workflow directly to middle and back office processes

This creates a seamless operating model where data, workflows, and systems are connected. Agents can identify a discrepancy in a capital call, validate it against supporting documents, update the record, and trigger downstream workflows without manual intervention.

AI agents can:

• Retrieve extracted records with full metadata and context

• Push corrections back into the system

• Update and validate data in real time in Data Inbox

• Mark items as reviewed or assign documents to users in workflows

• Trigger new document sourcing and data ingestion

• Interact with other agents across the investment lifecycle

Real-Time Intelligence Across Alternatives

Alkymi's support for embedded AI agents transforms how firms interact with alternatives data.

Capital Calls and Distributions

• Instantly see what capital calls are due without reconciling spreadsheets

• Validate call and distribution transactions and bank account details

• Analyze distribution waterfalls across funds in natural language

Schedules of Investments

• Query positions, valuations, and exposures across hundreds of funds in real time

• Run cross-portfolio analysis without exporting data

• Reconcile figures across documents and time periods

Capital Account Statements

• Reconcile LP balances across GPs instantly

• Identify discrepancies faster through AI-driven comparison

• Automate investor reporting preparation

For Alkymi Alts, this extends even further: LP-level investment summaries sourced directly from statements and notices, real-time transaction visibility, and look-through analysis across portfolios at scale — one of the most complex challenges in alternatives today.

Transforming Private Credit Operations

Private credit workflows are uniquely complex and document-heavy. With AI agents, Alkymi now brings structure and real-time intelligence directly into these workflows.

Loan Agent Notices

• Monitor borrowings, payments, and rate resets as they happen

• Analyze upcoming and historical borrower events instantly

• Eliminate risk from missed or misread notices

Compliance Certificates

• Track due and missing certificates across the portfolio

• Monitor covenant thresholds and surface breaches in real time

• Cross-check borrower attestations against agent-reported data

Financial Statements

• Query borrower financials without manual spreading

• Track metrics like leverage and debt service coverage automatically

• Validate financial data across multiple sources including compliance certificates

• Generate summaries for credit committees and investor reporting

What You Can Build

Recent examples from Alkymi's asset allocator clients:

Alts Portfolio Monitor — a live LP dashboard with NAV, commitments, contributions, and distributions that updates dynamically as new documents are ingested

Private Credit Loan Book Tracker — a real-time view of borrower health, balances, and covenant status with drill-down capabilities

Reviewer Cockpit — a centralized workflow queue with AI-assisted review, correction, and prioritization

Cross-Document Reconciliation — automated detection and resolution of conflicting data across documents

Automated Tear Sheets — instant, citation-linked summaries for funds and borrowers, ready for reporting

A New Operating Model for Investment Management

Investment management has long been constrained by fragmented systems and document-driven workflows. AI alone does not solve this. What changes the equation is connected, agent-driven execution across the entire workflow.

By connecting AI, data, and workflows, Alkymi enables firms to operationalize AI and drive end-to-end workflows across the investment lifecycle, redefining how investment operations run, with AI agents embedded at the core. The result is scalable, accurate, and fully connected workflows across the front, middle, and back office. As AI adoption accelerates, the firms that operationalize it now will lead. Alkymi brings the expertise to ensure its clients are among them.

Alkymi clients can now request access via their account manager.

See Alkymi in Action