May 11, 2026
Allvue was featured in Financial IT for announcing a strategic alliance with RSM US LLP to launch the private capital industry’s first Agentic AI Capital Operating Model. The collaboration combines Allvue’s Agentic AI Platform with RSM’s deep expertise in fund administration, governance, and institutional oversight to transform how capital calls are executed and managed across private capital firms.
Designed for GPs and fund administrators, the new operating model uses agentic AI orchestration to automate and streamline capital activity workflows — from data validation and scenario modeling to approvals, investor communications, and audit-ready reporting. By reducing reliance on manual processes and spreadsheets, the solution helps firms compress capital call timelines from weeks to days while improving operational efficiency, transparency, and the LP experience.
Built on Allvue’s Nexius data platform, the initiative represents a major step forward in the application of agentic AI across private capital operations, with future expansion planned across investor servicing, portfolio management, and document intelligence.
Read more in the full press release by Financial IT.