Powering Modern Funds
The AI FundOps Workspace
Trusted by institutional leaders
managing over $3 billion of AUM.
Meet your new 24/7 AI teammates.
Your FundOps agents
Agents that do real fund work using your data and documents, with review and control.
Assistant
Process distributions and generate notices.
Update investments fair market values and generate internal portfolio reports.
Review investment updates and draft LP communications.
All of FundOps, in one workspace.
Bring all your data together
Seamlessly manage all your back-office data in one collaborative, secure environment.
Portfolio Summary
During Q1 2024, the fund deployed $2.4M in follow-on capital across two portfolio companies. Total NAV increased 6.2% quarter-over-quarter, driven by valuation markups in the energy and infrastructure segments.
Key Metrics
Capital Activity
Confidential. For authorized limited partners only. Past performance is not indicative of future results.
Modern home for fund documents
Centralized fund documents, linked to your data and accessible for AI agents.
Leverage your firm's data to make
better decisions
Unlock real-time analysis and reporting across your entire fund.
Cordra Revenue Metrics
Confidential, unpublished, subject to changes.
Robust Reports
Investor ready deliverables, such as custom portfolio and investment reports.
A Better Investor Experience
Enrich your investor relationships with a modern portal to access fund information, subscriptions, and investment analytics.
Buyout of investors in Notion at a significant discount to the last raise valuation in 2021.
Discounted buyout of legacy investors in the largest private natural gas producer in the US.
Invest in a waste management roll-up that has been one of the most successful assets of a middle market PE fund.
Take-private of a market-leading ocean and subsea services company based in the US.
Buyout of an attractive market-leading energy asset from a liquidating energy fund.
Co-investment in a rapidly growing oilfield services company through an attractive participating preferred structure.
Stay on the frontier of AI.
Use the latest models
Work with the best model for each task and keep pace as the frontier moves.
GPT-5.4GPT-5.2
Claude Opus 4.6Claude Sonnet 4.6Customize agents for your firm
Shape agents around your team's workflows, controls, and operating style.
Configure assistant identities, instructions, tools, and triggers.
Write reusable context and playbooks that shape agent behavior.
Build trigger-to-action workflows for repeatable operational tasks.
Configure assistant identities, instructions, tools, and triggers.
Write reusable context and playbooks that shape agent behavior.
Build trigger-to-action workflows for repeatable operational tasks.
Make AI a first-class operator
Put AI to work across your fund workflows, grounded in your data, documents, and processes.
What can I help with?
Ask questions about your portfolio, investments, or documents
Claude Opus 4.6Built for enterprise deployment
OpenAdmin keeps your data safe with
world-class security and data privacy measures.
Secure Infrastructure
Built on hardened, globally distributed cloud architecture with encrypted networks, redundancy, and continuous monitoring for operational resilience.
Data security & privacy
End-to-end encryption, isolated databases, and strict access controls ensure every dataset remains private, compliant, and under your firm's control.
Leverage our world class service team.
We do the heavy lifting for you.