2021
Financial
Palo Alto, California
DwellFi is an AI-first company in the Fintech sector specializing in the fusion of AI, blockchain, and tokenization technologies to support the Asset Management industry's scale, productivity, and growth challenges. Our award-winning SOC-2, Type 2 SaaS platform caters to Fund Administrators, Family Offices, and Private Funds across every asset class and management scenarios.
We are dedicated to revolutionizing the Asset Management industry and have conducted 100+ focus groups with senior Asset Management participants. Our findings validated and helped refine our use cases that address the crucial challenges that impede growth, including:
Scaling the Cumbersome Investor Onboarding Workload: Leverage Gen AI services to transform your unstructured data (e.g., PDFs, spreadsheets, manual documents) into a digital investor workflow at scale.
Streamlining Internal Fund Administration Processes: Utilize AI and blockchain to offload manually intensive processes and automate cash reconciliation, capital calls, distributions, waterfall calculations, and payments.
On-Chain Liquidity and Lending: Instant, automated underwriting/lending.
Creating Custom and Secure Knowledge Bases: Our AI-driven tools provide actionable insights from fragmented data sources, enabling real-time business decisions.
Developing AI Agents for GPs/LPs: Empower investor relations via an AI Agent that delivers real-time access to fund insights and LP capital activity.
On-chain settlement of secondaries: Reduce settlement time of secondary transactions from months to days.
Easing the Burden of Switching Fund Administrators: Streamlining the process of transferring and reconciling fund data from one administrator to another, reducing the timeframe from months to days for a seamless handover.
$ 3
December, 2021
Stanford Blockchain , Hustle Fund , Fortified Ventures