Agentic OS for fund and corporate services

An agentic architecture purpose-built to handle the data processing your teams do everyday, from raw inputs to final outputs, at scale and under control

Learn more
76%average time saved on live processes
$3Mraised, backed by EQT
app.ylookup.ai
Agentic OS for fund and corporate services

Agentic OS for fund and corporate services

An agentic architecture purpose-built to handle the data processing your teams do everyday, from raw inputs to final outputs, at scale and under control

Learn more
76%average time saved on live processes
$3Mraised, backed by EQT
app.ylookup.ai
Agentic OS for fund and corporate services

Agentic OS for fund and corporate services

An agentic architecture purpose-built to handle the data processing your teams do everyday, from raw inputs to final outputs, at scale and under control

Learn more
76%average time saved on live processes
$3Mraised, backed by EQT
app.ylookup.ai
Agentic OS for fund and corporate services

Agentic OS for fund and corporate services

Ylookup runs the data work your firm does today, from raw files to a clean compliance register, at scale and under control.

Learn more
76%average time saved on live processes
$3Mraised, backed by EQT
app.ylookup.ai
Agentic OS for fund and corporate services

our customers

our customers

Our agents

Specialised agents for every step of fund and corporate administration

Each agent runs its own part of the workflow, end to end, with persistent references back to the source.

Agent 01

Data extraction at scale

Precise and intelligent extraction from industry documents at scale

  • LPAs and subscription documents
  • Debt instrument agreements
  • Investor KYC/AML and FATCA/CRS
  • Financial statements
  • K1s and other tax forms
Compliance Register14 fields extracted
Investor / EntityCountryFATCA statusCRS statusReviewed by
Kestrel Maritime Services LtdUnited Arab EmiratesActive NFFEActive NFENadia A. Hassan
Harborlight Properties TrustAustraliaPassive NFFEPassive NFEJared P. Wilkins
Meridian Artisan CooperativeFranceActive NFFEActive NFECamille R. Lefevre
Asterfield Infrastructure Fund SPCCayman IslandsReporting FIReporting FIIsabella M. Grant
Northbridge Medical Research InstituteUnited StatesActive NFFEActive NFEThomas E. Caldwell
Willowstone Ventures Pte LtdSingaporeActive NFFEActive NFEWei-Lun Tan
Practitioners keep the control to intervene and review where professional judgment is required.
Our agents

Specialised agents for every step of fund and corporate administration

Each agent runs its own part of the workflow, end to end, with persistent references back to the source.

Agent 01

Data extraction at scale

Precise and intelligent extraction from industry documents at scale

  • LPAs and subscription documents
  • Debt instrument agreements
  • Investor KYC/AML and FATCA/CRS
  • Financial statements
  • K1s and other tax forms
Compliance Register14 fields extracted
Investor / EntityCountryFATCA statusCRS statusReviewed by
Kestrel Maritime Services LtdUnited Arab EmiratesActive NFFEActive NFENadia A. Hassan
Harborlight Properties TrustAustraliaPassive NFFEPassive NFEJared P. Wilkins
Meridian Artisan CooperativeFranceActive NFFEActive NFECamille R. Lefevre
Asterfield Infrastructure Fund SPCCayman IslandsReporting FIReporting FIIsabella M. Grant
Northbridge Medical Research InstituteUnited StatesActive NFFEActive NFEThomas E. Caldwell
Willowstone Ventures Pte LtdSingaporeActive NFFEActive NFEWei-Lun Tan
Practitioners keep the control to intervene and review where professional judgment is required.
The industry's data processing layer

Ylookup connects the tools your firm already runs on

Data lands in spreadsheets, portals and source systems. Ylookup sits across them as a single processing layer, so nothing has to move and nothing breaks.

Sources
Destinations
Excel
PDF
SharePoint
Outlook
Investran
Yardi
eFront
Entrilia
Paxus
Ylookup
1Deterministic data-normalization layer
2Processing agents specific to your workflow
3Agent2Agent review prior to human validation
The industry's data processing layer

Ylookup connects the tools your firm already runs on

Data lands in spreadsheets, portals and source systems. Ylookup sits across them as a single processing layer, so nothing has to move and nothing breaks.

Sources
Destinations
Excel
PDF
SharePoint
Outlook
Investran
Yardi
eFront
Entrilia
Paxus
Ylookup
1Deterministic data-normalization layer
2Processing agents specific to your workflow
3Agent2Agent review prior to human validation
The industry's data processing layer

Ylookup connects the tools your firm already runs on

Data lands in spreadsheets, portals and source systems. Ylookup sits across them as a single processing layer, so nothing has to move and nothing breaks.

Sources
Destinations
Excel
PDF
SharePoint
Outlook
Investran
Yardi
eFront
Entrilia
Paxus
Ylookup
1Deterministic data-normalization layer
2Processing agents specific to your workflow
3Agent2Agent review prior to human validation

Fund administration
processes live today

Fund administration
processes live today

76% average time saving with Ylookup across your business

76% average time saving with Ylookup across your business

WORKFLOW
AREA
BEFORE
WITH YLOOKUP
Fund accounting migration
Digital Transformation
2 weeks / fund
1 day / fund
New client onboarding
Onboarding
2 months / client
1 week / client
Financial statement prep
Fund Accounting
1.5 hrs / FS
15 mins / FS
Hedge trade-reconciliations
Fund Accounting
3 hours / fund
15 mins / fund
K1 data extraction
Tax
1 day / fund
1 hour / fund
FATCA/CRS data extraction
Investor Services
4 hours / large fund
30 mins / large fund
LPA / sub-doc data extraction
Investor Services
4 hours / fund
30 mins / fund

Fund accounting migration

AREADigital Transformation
BEFORE2 weeks / fund
WITH YLOOKUP1 day / fund

New client onboarding

AREAOnboarding
BEFORE2 months / client
WITH YLOOKUP1 week / client

Financial statement prep

AREAFund Accounting
BEFORE1.5 hrs / FS
WITH YLOOKUP15 mins / FS

Hedge trade-reconciliations

AREAFund Accounting
BEFORE3 hours / fund
WITH YLOOKUP15 mins / fund

K1 data extraction

AREATax
BEFORE1 day / fund
WITH YLOOKUP1 hour / fund

FATCA/CRS data extraction

AREAInvestor Services
BEFORE4 hours / large fund
WITH YLOOKUP30 mins / large fund

LPA / sub-doc data extraction

AREAInvestor Services
BEFORE4 hours / fund
WITH YLOOKUP30 mins / fund
SOC 2Type I certified

Independent audit of our security controls. Type 2 attestation in progress.

ISO 27001Information security

Information security management aligned to the international standard.

GDPREU data protection

Compliant with EU data protection requirements for processing and storage.

SOC 2Type I certified

Independent audit of our security controls. Type 2 attestation in progress.

ISO 27001Information security

Information security management aligned to the international standard.

GDPREU data protection

Compliant with EU data protection requirements for processing and storage.