April 28, 2026 — TMF Group has chosen DwellFi for agentic fund operations. Read more

The sovereign agentic OS for fund operations

Institutional-grade AI that runs within your environment.

Built for workflows where 100% accuracy is the only acceptable outcome.

See a Tailored Demo Read the architecture →

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HOW IT WORKS

The flexibility of Excel. The leverage of agents.

Vertical SaaS ships one product across many funds. Every fund bends to the vendor. DwellFi ships custom software, per fund, written by deterministic agents in your environment.

1. Indexed in place.

DwellFi's AI-native file system sits on top of your stack. It works with your ledger, your CRM, your documents, your communications. Through API, CLI, or MCP. No replatforming. Nothing moves. Nothing leaves.

2. Every document, every clause, every cell.

Every file, every email, every agreement becomes queryable. DwellFi turns the unstructured surface area of your operations into AI tables, the structured layer that agents can actually work with.

3. Composable workflows.

Agents read, write, and synthesize across your AI tables. Capital calls drafted from LP commitments. Reconciliations run against ledger entries. NAV packages assembled from structured positions. The work that used to scale with headcount runs as code.

4. Self-improving in place.

Every exception your team catches teaches the agent operating in your environment. Errors become rare. Reviews get lighter. Each agent learns from the work it does for you, contained to your tenant. Nothing leaks across customers.

DO MORE WITH THE SAME TEAM

Your team handles the judgment. Our agents handle the tedious labor.

The work that grows with AUA or AUM (capital calls, NAV strikes, reconciliations, investor reporting) stops growing with headcount. Your team's day starts with the decisions only your team can make.

Workflow

• Ingest
• Reconcile
• NAV Calc
• Review
• Report

WHY DWELLFI

Built on three principles. Non-negotiable for institutional work.

01

Sovereign by Design

Your data, your cloud, your perimeter. Inference runs where you want it.

02

Deterministic by Construction

Math compiles to code, cross-validated across frontier models. No silent guesses inside a NAV filing.

03

Owned End-to-End

Every layer of the stack is ours, parsing to reporting. No vendor between us and your sensitive data.

TMF Group × DwellFi Partnership

The next decade of fund administration will be defined by those who embrace AI-first operations today.

Aman Bahel

Global Head of Financial Institution Clients and Global Head of Fund Services, TMF Group

The security floor for institutional buyers.

SOC 2 compliant. Audit trail on every action, deployed inside the customer's environment.