Investor & fund operations
Capital calls, subscriptions, onboarding, recurring investor processes, and cash-flow coordination.
AI-powered operations for investment firms
Put AI to work inside the systems you already use.
Warren Street helps RIAs, family offices, and investment firms increase operational capacity by automating repetitive work, connecting existing systems, and improving how information moves.
More capacity. Less manual work. No unnecessary platform replacement.
The idea
Keep the systems. Remove the manual work between them.
Most firms already own much of the technology they need. The opportunity is in the handoffs, where employees copy information between email, CRM, spreadsheets, reporting systems, files, portals, and other tools.
I find those handoffs and use AI and automation to make them easier to run.
- Where the information lives
- TodayEmail, CRM, files, reporting systems, portals
- AfterThe same systems. Nothing replaced.
- Who moves it between them
- TodayA person, by hand, every time
- AfterThe systems, on a defined path
- What your team spends time on
- TodayCopying, re-keying, chasing, reformatting
- AfterReviewing what actually matters
- What it takes to get there
- TodayA migration, a new platform, retraining
- AfterOne workflow at a time, inside the current stack
Where the work happens
AI applied to the work that actually slows firms down.
Reporting & research
Internal reporting, regulatory research, information retrieval, recurring meeting preparation, and compliance workflows.
Systems & internal workflows
CRM and Salesforce workflows, file architecture, document routing, Microsoft tools, and system-to-system handoffs.
Also: practical LLM implementation, employee training, controls, and internal AI tools.
Selected work
View selected workWhat this looks like in practice.
Streamlining investment operations across systems.
Recurring investment operations ran on manual steps between systems. AI now sits between some of them, translating data and taking over the repetitive work, so the operation is easier to scale.
View the projectProblems I take on
- Capital calls
- Fund subscriptions
- Cash-flow matching
- Salesforce
- File architecture
Making recurring compliance work easier to run.
Skilled staff spent significant time on repetitive research and formatting. AI now runs the research, moves data between systems, and drafts the documents, so their hours go to judgment and review.
Read the case studyProblems I take on
- Internal reporting
- Regulatory research
- Compliance calendar
- AML research
- Political-contribution lookups
- LLM training
How I work
The full approachStart with one workflow. Prove the value.
Understand
Map the process, systems, handoffs, workarounds, and review points.
Design
Decide what AI should handle, what it should not handle, and where people remain accountable.
Build
Implement inside the existing stack, test it, document it, and expand only when it works.
A useful first step
Bring me one workflow that takes too much time.
Tell me what happens today, which systems are involved, and where people get stuck.
Start a conversation