⦿ Executive Snapshot

• What: Allvue Systems and RSM US LLP launched the Agentic AI Capital Operating Model to modernize capital call processes in private capital markets.
• Who: Allvue Systems, LLC and RSM US LLP.
• Why it matters: This initiative addresses operational bottlenecks in capital calls, enhancing efficiency, transparency, and governance for private capital firms.

⦿ Key Developments

• The Agentic AI Capital Operating Model reduces capital call timelines from weeks to days while ensuring institutional-grade controls and audit-ready workflows.
• 70% of firms in Allvue’s 2026 GP Outlook Survey cited manual workflows and spreadsheets as their top operational challenge.
• The operating model incorporates features such as scenario modeling, natural-language drafting of allocations, and real-time investor communication.

⦿ Strategic Context

• The introduction of agentic AI in fund administration represents a significant evolution in the operational capabilities of private capital markets, moving away from manual processes.
• This collaboration builds on RSM and Allvue's long-term partnership, focusing on delivering measurable value through advanced technology in fund operations.

⦿ Strategic Implications

• Immediate implications include improved efficiency and reduced friction in capital call processes, enhancing overall fund administration.
• Long-term, this model could lead to broader adoption of AI-driven solutions across various fund operations, setting new industry standards for governance and transparency.

⦿ Risks & Constraints

• Potential regulatory challenges may arise as AI technologies become more integrated into fund administration processes.
• The success of this initiative may depend on the willingness of private capital firms to adopt new technologies and change established workflows.

⦿ Watchlist / Forward Signals

• Future developments will be indicated by the successful rollout of the Agentic AI model in live fund environments and its expansion into other fund operations.
• Monitoring the adoption rates of AI-driven solutions in capital calls will provide insights into the model's impact and effectiveness in the industry.