Dependence on manual workflows and spreadsheets remains the top operational challenge for 70% of private capital firms. In response, mid-market assurance, tax, and consulting provider RSM has formed a strategic alliance with private capital technology provider Allvue Systems. The partnership introduces an Agentic AI Capital Operating Model designed to automate the execution and governance of capital calls, compressing transaction timelines from weeks to days while maintaining institutional oversight.
The software architecture operates natively on Allvue’s Nexius data platform, orchestrating everything from data validation and scenario modeling to journal entry posting and investor communication tracking. Instead of relying on fragmented systems, fund administrators can execute allocation drafting, general partner account selection, and limited partner notice delivery through a unified, conversational interface. Human-in-the-loop governance is maintained by RSM professionals who review, validate, and approve capital events to ensure compliance with institutional audit standards.
Marc Scheipe, CEO of Allvue Systems, stated that by combining forces, the firms "can deliver accuracy, speed and transparency in a way the industry has not seen before."
This initiative builds on a long-term collaboration between the two entities, with plans to expand the agentic AI framework into distributions, investor servicing, portfolio management, and document intelligence. By replacing traditional, spreadsheet-dependent tracking with real-time interaction with live fund and investor data, the model aims to eliminate friction for general partners and fund administrators alike.
William Andreoni, Partner and Asset Management Consulting Leader at RSM, stated that "agentic AI represents a structural shift in how fund administrators operate" by turning a fragmented, manual process into a coordinated, intelligent system.