Your AI team that builds, markets, and supports your product
Stage
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Founded
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Based in
US
US
Pricing model
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Pricing
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Free: One feature at a time. Standard: $49/month for three features at once, Auto-merge and scheduling. Premium: $99/month for six features at once, Turbo mode and priority support. 14 days of free Premium trial, no credit card required.
Key features
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
Six specialized AI agents (PM, Architect, Engineer, Tester, Marketing, Community)
Local-first execution
GitHub integration
Shared knowledge base
Workflow automation
Auto-merge for autonomous shipping
Turbo mode for autonomous decision-making
Scheduled runs overnight or weekends
Cross-platform support (macOS, Windows, Linux)
Customizable agent behavior and instructions
What makes it different
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
All six AI agents included in every plan
No code or terminal required
Code stays on your machine, never stored on Operum servers
14-day free Premium trial with no credit card
Agents work within defined boundaries with approval controls
Finpilot
operum.ai