RSM US LLP and Allvue Systems, LLC announced on May 11 the launch of a new Agentic AI Capital Operating Model aimed at improving how private capital firms manage capital calls. The companies said this initiative will help reduce operational bottlenecks and improve efficiency by using agentic artificial intelligence to orchestrate capital activities.
The announcement highlights ongoing challenges in private capital operations, where manual workflows and spreadsheets remain prevalent despite investments in technology. According to Allvue’s 2026 GP Outlook Survey, “70% of firms cite dependence on manual workflows and spreadsheets as their top operational challenge.” The new model seeks to address these issues by compressing the timeline for capital calls from weeks to days while maintaining institutional controls, real-time visibility, and audit-ready processes.
The operating model enables real-time interaction with fund and investor data. Capital calls can be reviewed through a conversational interface that provides full visibility into each investor’s status from notice through funding. For limited partners, this is expected to deliver faster communication with fewer errors. Human oversight remains integral: “RSM professionals serve as the institutional backbone of the operating model—accountable for review, validation and GP approval, ensuring every capital event meets institutional standards for accuracy, control and auditability,” according to the release.
William Andreoni, Partner and Asset Management Consulting Leader at RSM US LLP said: “Agentic AI represents a structural shift in how fund administrators operate. By bringing institutional governance and accountability directly into the operating flow, we’re turning a fragmented, manual process into a coordinated, intelligent system that delivers speed, control and transparency simultaneously—not as trade-offs.”
The partnership builds on an existing collaboration between RSM and Allvue focused on delivering value for private capital clients through automation and improved governance standards. The solution is built natively on Allvue’s Nexius data platform with integration capabilities designed for future expansion across other areas such as distributions or portfolio management.
Allvue Systems manages more than $8.5 trillion in assets across 21 thousand funds with 500 clients using its platform worldwide.
