AI agents for the family office
Deal intake, due diligence, committee memos, onboarding, capital calls, bill pay, insurance and reporting. Agents do the document work; your principals approve every decision that matters.
The playbook in 54 seconds
What each agent checks and who decides the exceptions. All videos · Also on YouTube
What you can build for family office
Deal intake
Deal intake reads a pitch deck or teaser and pulls out the company, sector, stage, amount raised and valuation. It checks the deal against your mandate, cheque size and stage, and sends anything outside them to a principal, with a short screening note.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that screens incoming investment deals for a family office. From a pitch deck or teaser, extract the company name, sector, stage, location, amount being raised, valuation, annual revenue and lead investors. Check that the sector is within our mandate (technology, healthcare, property or consumer), the cheque size is between 1 and 10 million dollars, and the stage is Series A or later. If any check fails, send it to a principal to decide whether to pass or take a first look. Then write a short deal screening note.
Property due diligence
Property due diligence reads leases and the building, title and zoning reports. It flags missing lease clauses, major defects and title encumbrances, sends flagged items to an acquisitions manager, and writes an investment summary with key risks and a recommendation.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build a property purchase due diligence agent. From each lease, abstract the tenant, lease start and expiry dates, annual rent, rent review type, outgoings recovery, bank guarantee and option terms. From the building and pest report, title search and zoning certificate, extract the key findings. Flag any lease missing a rent review, make-good, assignment or option clause, and any report showing a major defect or title encumbrance. If anything is flagged, send it to an acquisitions manager for review. Then write a short investment summary with WALE, net income, key risks and a recommendation.
Investment committee memo
Investment committee memo reads the deal summary, financial statements and diligence report. It checks the investment against your portfolio concentration and return limits, sends breaches to the committee chair, and drafts the memo covering thesis, returns, risks and recommendation.
Tested: clean set completed; 2 of 2 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that drafts an investment committee memo for a family office. From the deal summary, financial statements and diligence report, extract the company, transaction terms, valuation, key financials, projected IRR, the size of the investment as a percentage of the portfolio, and the main risks. Check that the investment is no more than 10 percent of the portfolio and the projected IRR is at least 15 percent. If any check fails, send it to the investment committee chair for a decision. Then write the IC memo covering the thesis, returns, key risks and a recommendation.
Investor onboarding
Investor onboarding reads the subscription document, ID and proof of address. It checks the ID is current and the subscription is signed, sends exceptions to a compliance officer, and writes an onboarding summary. Sanctions screening needs a list you supply.
See the brief
Build an agent that onboards a new investor into a family office fund. From the subscription document, passport or ID and proof of address, extract the investor name, entity type, address, tax residency, source of funds, commitment amount and ID expiry date. Check that the ID has not expired, the subscription document is signed, and the investor name does not appear on the sanctions list in the knowledge base. If any check fails, send it to the compliance officer for a decision. Then write a short onboarding summary.
LP and family reporting
LP and family reporting reads the holdings statement and the investor capital account statement. It checks the holdings reconcile to net asset value within 1 percent, sends differences to the finance manager, and drafts the quarterly investor letter.
Tested: clean set completed; 1 of 1 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that produces the quarterly report for family office investors. From the portfolio holdings statement and the investor capital account statement, extract each holding's cost and current value, and the investor's contributed capital, distributions and net asset value. Check that the total of the holdings values reconciles to the net asset value on the capital account within 1 percent. If it does not, send it to the finance manager for review. Then write the quarterly investor letter covering performance, total value, distributions and the outlook.
Capital call and distribution review
Capital call and distribution review reads capital call and distribution notices from funds. It checks the call amount is within the unfunded commitment, the due date follows the notice date and the bank account name matches the fund, then sends exceptions to the finance manager before payment.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that reviews capital call and distribution notices from funds for a family office. From each notice, extract the fund name, investor entity, notice type (capital call or distribution), notice date, due date, amount, the investor's total commitment and the unfunded commitment stated in the notice, and the bank account name and number for payment. Check that the capital call amount is no more than the unfunded commitment stated in the notice, the due date is after the notice date, and the bank account name matches the fund name. If any check fails, send it to the finance manager to approve or query before payment. Then write a short notice summary for the payment file.
Manager due diligence review
Manager due diligence review reads a fund manager's due diligence questionnaire. It checks an auditor, administrator and custodian are named, the regulator and registration number are stated and there is no regulatory action or litigation, then sends gaps to the investment team lead with a summary.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that reviews a fund manager's due diligence questionnaire (DDQ) for a family office. From the DDQ and its attached documents, extract the manager name, fund name, strategy, assets under management, key people, auditor, administrator, custodian, regulator, registration number, and the answer on any regulatory action or litigation. Check that an auditor, an administrator and a custodian are all named, the regulator and registration number are stated, and the answer on regulatory action or litigation is no. If any check fails, send it to the investment team lead for a decision. Then write a short manager due diligence summary covering the strategy, key people, service providers, any gaps and a recommendation.
Bill pay approval
Bill pay approval reads household and entity invoices before payment. It checks the amount is under your limit, the bank account name matches the payee and the billed entity is stated, then sends anything outside limits to a principal to approve or reject.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks invoices before a family office pays them. From each invoice, extract the payee name, the payee's bank account name and number, invoice number, invoice date, due date, the entity or household being billed, a short description, and the amount. Check that the amount is less than 10,000 dollars, the bank account name matches the payee name, and the billed entity is stated on the invoice. If any check fails, send it to a principal to approve or reject before payment. Then write a short payment approval record for each invoice.
Insurance and asset register review
Insurance and asset register review compares the asset register with the insurance policy schedules. It checks every asset is listed on a policy and insured for at least its value, then sends gaps to the operations manager with a cover review.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks insurance cover for a family office's assets. From the asset register, extract each asset with its description, location and value. From the insurance policy schedules, extract the insurer, policy number, insured items, sum insured and expiry date. Check that every asset on the register is listed on a policy, the sum insured is at least the asset value, and each policy has an expiry date stated. If any check fails, send it to the operations manager to arrange or correct cover. Then write a short cover review listing each asset, its policy and any gaps.
The brief is what you type into the Docy AI assistant. Agents tagged Open Docy can also be built by hand on the open-source canvas. Agents tagged Docy AI may need custom code, a knowledge list or a policy node, which Open Docy does not include.
Your rules. A person's decision. A record.
Send the documents
Upload decks, leases, reports and subscription documents.
Apply your rules
Your mandate, limits and compliance rules are checked the same way every time. Anything that fails goes to the right person.
Keep the record
Each run records what was found, what was expected and who approved it, so you can show trustees and advisers how a decision was made.
Be clear about the limits
- No data feeds: no live deal sources, market data or bank connections.
- No deal pipeline board, data room or investor portal. Agents feed those systems; they don't replace them.
- Sanctions or AML screening only runs against a list you provide.
- These agents check documents against rules you set. They do not replace the people who make the decision.
- We have tested these: each completed a clean test set and flagged the errors we planted in a flawed one. Test on your own files before relying on them.
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