The AI Operations Platform for Lean Investment Teams
Scale your impact, not your headcount. Centuri provides specialised AI agents to automate complex operational workflows, freeing you to focus on scaling your firm and generating returns.
Why Generic AI Fails Investment Teams
AI has the power to revolutionise investment management operations—yet generic solutions deliver more friction than value for sophisticated investment teams, while compromising data security and privacy.
Hallucinations and errors risk critical decisions
Generic AI without proper context and investment expertise fabricates information, misinterprets financial data, and generates plausible-sounding but incorrect analysis—putting investment decisions at risk.
Endless context management and re-prompting
Your team wastes hours uploading deal documents, re-explaining firm strategy, and maintaining context across conversations. Most time is spent teaching AI instead of investing.
Uncontrolled AI exposes sensitive data
Team members using consumer AI tools behind the scenes put confidential investor data at risk. No quality control, prompt engineering, or governance for critical financial decisions.
No complex investment workflow execution
Generic AI can't handle sophisticated multi-step processes like due diligence workflows, investor communications, or board preparation. Teams forced to build custom solutions from scratch.
Whether your team is stuck with manual processes or experimenting with risky generic AI, you need purpose-built technology that transforms operations while ensuring security and accuracy. Centuri delivers the best of both worlds—eliminating manual bottlenecks AND the risks of consumer AI.
From Operational Overhead to Strategic Advantage
Centuri addresses the full spectrum of operational challenges—from manual workflows to generic AI failures
Manual processes create bottlenecks, trap valuable intelligence, and limit your team's capacity to take on next-level work. Centuri transforms your operations into a source of efficiency, insight, and growth.
Private & Secure Enterprise AI
Replace risky spreadsheets and consumer AI tools with enterprise-grade security, team-based access controls, and complete audit trails. Your sensitive data stays protected while AI amplifies your capabilities.
Amplify Your Capacity
Transform hours of manual work and ineffective AI prompting into minutes of productive output. Your team focuses on high-value strategic initiatives while Centuri handles the operational complexity.
Centralise Intelligence
Move from scattered notes and lost AI conversations to a searchable, institutional memory. Every insight, decision, and relationship is captured and accessible when you need it.
Unify Your Workflow
Eliminate the chaos of juggling spreadsheets, documents, and multiple AI tools. One integrated platform with purpose-built AI agents that understand your investment workflows.
Meet Your AI Investment Team
Powered by The Centuri Cortex™, our proprietary AI orchestration engine, these specialised agents work together seamlessly. They leverage a unified platform architecture to deliver enterprise-grade performance while supercharging your team's capacity and intelligence.
Governance & Board Management
Early AccessGav AI
Your AI Governance Expert
Gav transforms board and committee management. He prepares comprehensive meeting packs, generates accurate minutes, tracks decisions, and ensures your governance is always audit-ready.
Capital Raise & Investor Relations
Early AccessIris AI
Your AI IR Manager
Iris centralises your investor relations and fundraising efforts. She captures meeting intelligence, manages multiple pipelines, drafts personalised updates, and ensures no opportunity is missed.
Family Office Management
In DevelopmentFelix AI
Your AI Family Office CIO
Felix provides a comprehensive solution for single and multi-family offices. He coordinates multi-entity structures, handles complex reporting, and manages bespoke family-specific workflows with discretion.
Deal Flow & Pipeline
Coming SoonAtlas AI
Your AI Deal Manager
Atlas manages your entire investment pipeline from sourcing to closing. He tracks opportunities, automates deal analysis, and maintains a complete record of your due diligence process.
Core Platform Tools
Essential tools that power every interaction with Centuri
Context & CRM
A unified database of all your contacts and relationships.
Notes & Intelligence
Capture and transcribe voice notes and meeting insights.
Task Management
Orchestrate and track action items across all workflows.
Market Research
An AI Investment Analyst to provide data and insights.
The Future of Investment Operations is Here
Don't settle for legacy systems with bolted-on AI. Centuri was built from the ground up to be truly agentic.
| Legacy Portals | "AI-Powered" Tools | Centuri's AI-Native Platform |
|---|---|---|
| Complicated, ERP-style interfaces that require extensive training. | Generic models requiring constant prompt engineering and hand-holding. | Interact with AI agents like colleagues, not complex software. |
| Rigid, outdated workflows that force you to adapt your processes. | Risk of hallucination with limited guardrails and quality assurance. | Specialised agents trained on your data and workflows for reliable outputs. |
| Months or years to implement, with high upfront costs. | Limited flexibility and poor integration with other tools. | Live in days, not months, with a flexible, integrated architecture. |
Enterprise-Ready Security
Built on The Centuri Cortex™, our proprietary AI orchestration engine that delivers enterprise-grade agentic workflows with unmatched reliability and security.
End-to-end encryption
Custom data residency options available
Role-based access controls
SOC 2 Type II (in progress)
GDPR & CCPA compliant
Powered by industry-leading AI providers:
Anthropic Claude
Azure OpenAI
Google Gemini
Purpose-Built for Your Firm
Centuri is designed to meet the unique challenges of lean, modern investment teams.
Boutique PE/VC Firms
Your small team can operate with the capacity of 2x or more. Augment your experts with AI agents that handle the admin, so you can focus on sourcing, closing, and managing great investments.
Iris AI
• Capital Raise AssistantVoice memo from CalPERS meeting
2:34I've transcribed your CalPERS meeting and extracted the key insights:
Strong interest in Fund IV's ESG strategy
Requested deeper dive on portfolio construction
$75-100M range discussed
I've created a new contact for Jennifer Chen (CalPERS Investment Director) and linked her to the Fund IV capital raise.
Would you like me to draft a follow-up email with the portfolio construction details?
Yes, please draft that email and include our latest fund performance metrics
Family Offices
Manage wealth with wisdom. Get institutional-grade capabilities and expand your capacity without additional people and overhead. Launch a new family office or modernise an existing one, preserving and growing family wealth across generations with AI-first operations at your core.
Gav AI
• Investment Committee AssistantPrepare the IC meeting materials for Thursday's quarterly review
I'll prepare the IC meeting pack for Thursday. Let me analyze your portfolio and create the materials:
Performance Analysis
Risk Assessment
Generating Board Pack
Key items requiring IC attention:
• Private equity allocation at 23% (target: 20%)
• New co-investment opportunity in healthcare sector
• Quarterly rebalancing recommendation
OCIOs & Multi-Family Offices
Transform your client service with AI-first operations. Centuri provides the operational backbone to manage multiple client mandates efficiently, ensuring consistency, accuracy, and professionalism across your entire book of business.
Felix AI
• Multi-Client Portfolio MonitorGood morning! I've completed the overnight portfolio analysis across all 17 clients. Here are the priority items:
Action Required
Performance Alert
Would you like me to generate the rebalancing trades or show you the detailed analysis first?
Show me the priority clients that need rebalancing
Here are the 3 clients requiring immediate attention:
Henderson Trust
5% overweight in equities • $24M rebalance neededPark Foundation
3% drift from target allocation • $12M adjustmentChen Family Office
Fixed income underweight • $8M allocation neededI can generate the trade orders and board notifications for approval. Each rebalancing will optimize for tax efficiency.