A Two-Layer AI System Built for Distribution.
Alpheous deploys a Distribution Intelligence Agent that tells your wholesalers who to call and what to say, backed by six execution agents that handle everything else — meeting prep, follow-up, territory monitoring, market commentary, CRM updates, and performance reporting. All coordinated through Slack. Nothing sends without your approval.
Distribution Intelligence Agent
The Targeting Brain. Synthesizes Broadridge, FINTRX, firm data packs, CRM history, and market intelligence to answer the three questions every wholesaler needs before they pick up the phone.
Who do I call?
Advisors ranked by AUM potential, product fit, and engagement recency.
What do I lead with?
Which product to pitch based on their current book and market context.
Why does it matter right now?
Fed decision, flow data shift, or re-engagement window — the urgency signal.
Data Inputs
Broadridge
Branch and advisor level product holdings and flow data
FINTRX
Advisor demographics, AUM, credentials, and contact data
Firm Data Packs
Fee-based vs. commission mix, asset class preferences, client types
CRM History
Contact history, products pitched, adoption, relationship stage
Market Intelligence
FOMC archive, Fed data, rate environment, sector trends
Product Lineup
Current fund offerings, recent launches, competitive positioning
Actionable Output
Ranked Target List
Advisors prioritized by AUM potential, product fit, and engagement recency.
Product Fit Score
Which product to lead with for each advisor based on their current book.
Message Recommendation
What to say and why it matters right now based on market context.
Urgency Signal
Why this advisor, this week. Fed decision, flow data shift, or window closing.
Execution Agent Stack
Once the Distribution Intelligence Agent tells your wholesalers who to call and what to say, the execution stack handles everything else. Six coordinated agents that own every part of the wholesaling workflow.
Meeting Prep Agent
Advisor profile, AUM tier, current holdings, product fit, and talking points delivered before every call. Zero research time required from your wholesaler.
Follow-Up Agent
Personalized, compliance-reviewed follow-up drafted and queued for one-click approval within minutes of every meeting. Nothing falls through the cracks.
Territory Monitoring Agent
Continuously watches your advisor universe for engagement signals, cold relationships, AUM movements, and re-engagement windows. Alerts your team before opportunities expire.
Market Commentary Agent
Timely, compliance-cleared market insights personalized to each advisor's book. Triggered by Fed decisions, rate changes, and sector events. Always relevant, never late.
CRM Update Agent
Voice notes and meeting summaries converted automatically to CRM records. Your wholesalers never touch a data entry field. Every interaction logged and auditable.
Performance Reporting Agent
Weekly and monthly distribution dashboards for leadership. Advisor coverage rates, meeting cadence, pipeline by channel. No spreadsheets. No lag.
Give Your Wholesalers
25+ Hours of Selling Time Back
The problem is not your wholesalers. It is everything else they are being asked to do. The execution stack eliminates 20+ hours per week of non-selling work so your team can focus on advisor conversations.
A Wholesaler's Week, Before and After
| Activity | Today | With Alpheous |
|---|---|---|
| Actual advisor conversations | 11–13 hrs | 25–28 hrs |
| Meeting prep and research | 6–8 hrs | 0 hrs— automated |
| Follow-up drafting and email | 4–6 hrs | < 5 min— one click |
| CRM updates and data entry | 4–5 hrs | 0 hrs— automated |
| Compliance review waits | 2–4 hrs | 0 hrs— built in |
| Reporting and internal meetings | 4–6 hrs | 0 hrs— automated |
Everyone buys the same data.
The moat is what AI does with it.
95%
of wealth managers
buy their data from the same four sources. If everyone shares the exact same baseline, the only differentiation is what AI adds on top of it.
Alpheous is the data + AI overlay for HubSpot — and the moat runs in four directions the data providers themselves can't easily go.
01 · Recency
Continuous, not quarterly
Structured data fields from the major providers refresh quarterly-ish. We layer continuous crawls on top — news, SEC filings, earnings calls, podcasts, X, and LinkedIn — so signals show up in your queue the day they happen.
Example
Advisor mentioned alts on a podcast yesterday. Already in your Monday queue.
02 · Depth
Unstructured intelligence
Structured tables tell you AUM. They don't tell you what an advisor is actually thinking about. Our agents read what they say, write, and post — and translate it into product-fit signals.
Example
Bloomberg podcast on private credit → flagged as alts-curious.
03 · Inference
Connecting dots data alone can't
Single data points are weak. Combinations are decisive. The Prospecting Agent watches for multi-signal patterns that imply a transition window, a product-fit shift, or a buying moment.
Example
Custodian change + new CCO hire + recent RIA filing = transition window.
04 · Action
Ranked next-best-actions, not data
Every other tool dumps data into your CRM and walks away. We hand each rep a ranked list of next-best-actions tied directly to their pipeline, their territory, and this week's market.
Example
Top 5 outreach targets for Tuesday — ranked, scripted, compliance-cleared.
Inbox, Calendar, Follow-Ups, and Briefings. Handled.
The agent managing partners feel most immediately. It manages the executive inbox, drafts replies in your voice, surfaces meeting follow-ups, tracks decisions, and delivers structured daily briefings covering fund operations, LP communications, and deal pipeline activity.
Polls your inbox every 2.5 minutes. Each email runs through multi-stage classification: fund communications, LP requests, deal flow, service provider, and system email detection. Real emails get draft replies in your writing style.
Voice modes cover LP correspondence, co-investor communications, service provider management, deal-related discussions, and internal team communication. Every draft appears in Slack with Approve, Edit, Redraft, Skip, and Archive buttons. Nothing sends without your tap.
Continuous
Inbox monitoring
5
Voice modes
What it replaces
1 to 2 hours of daily email triage. 30 to 45 minutes of meeting follow-up. 15 to 30 minutes checking unanswered Slack threads.
What it does not do: it never sends an email, creates a calendar event, or posts an external message without explicit human approval via Slack buttons.
Draft Reply
To: sarah@pensionfund.org
LP: Acme Capital Partners
Subject: RE: Q4 Capital Account Statement
Hi Sarah, thanks for following up. We will have the quarterly performance package ready by March 28 as discussed. The fund admin has confirmed the final NAV figures.
Human approval required
76,500+ Knowledge Chunks. 14 RAG Collections. One Slack Message Away.
The Knowledge Agent indexes 76,500+ chunks across 14 specialized RAG collections — from competitor fund prospectuses and SEC filings to economic data, compliance rules, and trade press. Every question answered in Slack, sourced to the original document.
Collections span product intelligence (35K+ chunks from 485APOS/BPOS filings, N-CSR, fact sheets), economic data (FRED, World Bank, BEA, BLS, Fed speeches), compliance rules (SEC Marketing Rule, FINRA, CFR Title 17), investment research, competitive landscape, advisor intelligence, and more.
What it replaces
The 20-minute searches through data rooms. Toggling between Broadridge, FINTRX, and SEC EDGAR. The institutional knowledge gaps that grow when team members leave.
14 RAG Collections
Product intelligence, economic data, compliance rules, investment research, competitive landscape, advisor intelligence, market intelligence, trade press, and more.
76,500+ Indexed Chunks
4,040 source documents across competitor prospectuses, SEC filings, Fed data, case law, enforcement actions, and fund documents.
Proactive Answers
Monitors Slack for unanswered questions after 6 hours and posts sourced responses.
Sourced Attribution
Every answer includes the specific document, collection, and section where the information came from.
One Conversation. Every Answer.
Every request flows through the Orchestrator. Type a message in Slack and it routes to the right agent, assembles the answer, and brings it back. Multi-system questions get coordinated across agents into a single response.
It also runs scheduled jobs: knowledge syncs, briefings, performance summaries, and infrastructure maintenance. It monitors every agent and alerts you if something goes down.
What it replaces
The mental overhead of checking your portfolio system, then your inbox, then your CRM, then your data room. One question in Slack, one answer.
Intelligent Routing
Routes Slack messages to the correct specialist agent based on content analysis
Cross-Agent Queries
Handles questions spanning multiple agents and assembles unified responses
Scheduled Jobs
Knowledge syncs, LP briefings, performance summaries, and maintenance on autopilot
Health Monitoring
Watches all 13 running agents and alerts on failures
What's the status on the Acme Capital LP request and did we send the Q4 performance data they asked for?
Always Watching. Always Protecting LP Data.
Monitors everything continuously: file permissions, access logs, data integrity, configuration compliance, and potential threats. Asset managers handle sensitive LP data and trade secrets — security is not optional.
When it finds an issue, it fixes automatically when safe to do so. An AI diagnostics pipeline handles novel issues. A comprehensive deep audit runs weekly.
Continuous Monitoring
Permissions, access logs, data integrity, configuration compliance, and threat intelligence checked every 120 seconds.
Auto-Remediation
Automatically fixes issues when safe: permissions, configurations, access controls. Safety-gated execution prevents risky changes.
AI Diagnostics
Novel issues run through an AI pipeline: triage, diagnose, validate, and fix with safety gates at every step.
Weekly Deep Audit
Comprehensive audit covering data access patterns, LP data protection, threat intelligence, and correlation analysis.
What it replaces
The security and data protection work that never gets done: access audits, permission reviews, and infrastructure monitoring for firms handling sensitive LP information.
Security Check Status
Cycle: 120sThe Agent That Keeps Everything Else Running.
Scheduled upkeep tasks running on a continuous cycle: log management, credential rotation checks, dependency updates, documentation syncs, cost monitoring, and more.
When something fails, an AI diagnostics pipeline analyzes the root cause and either applies a fix automatically or escalates with a detailed diagnosis. Learned fixes ensure the same issue never requires investigation twice.
Scheduled Maintenance
Data hygiene, credential rotation checks, cost monitoring, log management, performance analysis, and system health
AI Self-Healing
Diagnoses failures, applies fixes, and tracks learned solutions so the same issue never needs investigation twice
Auto-Updated Docs
Automatically updates documentation when configurations change. No more stale runbooks.
Proactive Analysis
System quality checks, incident pattern detection, performance monitoring, and automation opportunities
What it replaces
The maintenance that accumulates silently: growing logs, expiring credentials, stale docs, and the slow degradation that causes outages.
Upkeep Tasks
Cycle: 15 minWhat Is Coming Next
The platform continues to expand. These agents and capabilities are in active development.
LP Experience Agent
Automated LP inbox monitoring, SLA tracking, and overnight triage for investor relations teams managing high-volume LP requests.
Fund Operations Agent
Deadline tracking, capital call processing, distribution scheduling, and fund administration workflow automation.
Fundraising & BD Agent
Prospect enrichment, pipeline analytics, and automated outreach campaigns for business development teams.
LP Communications Expert
Quarterly letter drafting, capital call notices, and distribution memos — written in your firm's voice with full compliance review.
Investment Research Writer
Market commentary, white papers, and quarterly narratives drafted from performance data and market intelligence.
Compliance Review Agent
Automated SEC Marketing Rule checks, FINRA guideline flagging, and three-tier risk scoring for all outbound communications.
Content Guardian
Brand voice enforcement, data accuracy verification, and forward-looking statement flagging across all firm content.
Pitch Book Designer
Automated pitch deck and one-pager generation using your firm's branded templates with performance data visualizations.
LinkedIn & Thought Leadership
GP persona posts, content repurposing, and engagement tracking to maintain consistent thought leadership presence.
CRM & Portal Builder
CRM audit, workflow automation, and investor portal customization for Salesforce, HubSpot, and other platforms.
Multi-Fund Architecture
Information barriers, fund-specific knowledge bases, and cross-fund analytics for firms managing multiple vehicles.
Advanced LP Analytics
Predictive analytics for LP engagement, commitment probability, and optimal outreach timing based on historical patterns.
Production Numbers, Not Projections
13
specialized agents deployed across ten functional teams, all coordinated through a single Orchestrator.
Source: Alpheous production deployment
76,500+
knowledge chunks indexed across 14 RAG collections — fund docs, deal memos, LP agreements, compliance libraries, and more.
Source: Alpheous knowledge base metrics
$495K+
annual cost of the roles Alpheous augments: IR associate, ops analyst, compliance associate, content writer, research analyst, and BD associate.
Source: Asset management industry compensation benchmarks
“Asset managers should be managing assets, not managing operations. Every hour recovered by AI is an hour returned to investment decisions and LP relationships.”
What You Should Know Before We Talk
It Is Not Fully Autonomous
Every LP-facing action requires human approval. The system surfaces decisions; humans make them.
It Is Not a Replacement for Your Team
Alpheous handles operational overhead so your team can focus on investment decisions, LP relationships, and deal execution.
It Is Not Plug-and-Play
Alpheous requires configuration to match your fund structure, workflows, compliance requirements, and communication style. This is an operations platform configured to your firm.
It Is Not a Chatbot
Most of what Alpheous does happens in the background: performance calculations, compliance monitoring, LP request tracking, deal flow enrichment. The Slack interface is just one surface.
Common Questions
Through the Orchestrator, which coordinates all 13 agents across dedicated Slack channels. When a query spans multiple agents — like generating a quarterly letter that touches performance, writing, compliance, and design — the Orchestrator routes requests to the right specialists, coordinates responses, and assembles a unified deliverable. This centralized orchestration eliminates the need to manage multi-step workflows manually.
Yes. The Starter tier includes 10 core agents covering the highest-impact functions: Orchestrator, Knowledge Base, Operations Intelligence, Security Monitor, Managing Partner Assistant, LP Experience, General Purpose Reasoning, LP Communications, Compliance Review, and Fund Performance & Reporting. Most firms start here and expand to the full 13 agents as they see results.
Every LP-facing output goes through human approval in Slack before it reaches anyone. If you edit a draft, the correction data is stored and improves future drafts. The system maintains voice profiles for different communication types — LP correspondence, compliance language, research writing, and partner thought leadership — so corrections are applied to the right context automatically.
AI processing costs approximately $6 to $10 per day for all 13 agents combined. Alpheous uses tiered model routing where the majority of tasks use cost-efficient models for classification, data processing, and triage. Premium models are reserved for LP-facing output where quality matters. Context distillation reduces input costs significantly before anything reaches a premium model.
Yes. Dedicated cloud infrastructure means your data never shares a machine with another firm. The Security Monitor runs continuous monitoring with auto-remediation. Access controls, encryption at rest and in transit, and information barriers between funds are standard. The platform is designed for firms handling sensitive LP data and trade secrets.
The architecture is integration-agnostic. Common integrations include portfolio management systems, CRM platforms, data room providers, fund administration systems, and compliance tools. Adapting to your specific technology stack is part of the implementation process.
Slack is currently required. The entire approval framework, notification system, and interactive workflows are built on Slack.
Initial deployment takes approximately six weeks, including integration configuration, agent behavior customization, voice profile building, and a supervised calibration period. By week ten, the system is fully calibrated to your firm's workflows and communication style.
Yes. The entire firm accesses Alpheous through Slack — no per-seat fees. The Knowledge Agent is available to everyone. The Managing Partner Assistant serves partners. Fund Operations monitors operations staff. Each agent serves its relevant audience.
Alpheous is fully managed in the cloud on dedicated infrastructure. We handle all provisioning, updates, monitoring, and scaling. Nothing to install or maintain on your end.
No. Alpheous agents handle repetitive operational tasks: compiling performance data, drafting initial communications, monitoring compliance checklists, enriching LP profiles, and tracking deadlines. They free your team to do the relationship-building, judgment-intensive, and strategic work that requires human expertise. The goal is recovered capacity, not headcount reduction.
The platform supports information barriers between funds, fund-specific knowledge bases, and cross-fund analytics. Agents can be configured with fund-level access controls ensuring LP data and fund-specific information remains properly segregated.
See the Agents Running Live
We show you the live system: Slack channels, quarterly letter workflow, knowledge base, compliance review pipeline, and approval flows. Running on real fund data.
Every agent described on this page runs in production today.