Investment fund AI & automation · Dubai & Abu Dhabi
Investor onboarding and reporting without the spreadsheet marathon.
We build investment fund automation that routes investor inquiries, collects subscription and KYC documents, drafts DDQ answers from your approved library and distributes reports, from the senior team behind digital work for ADNOC and Royal Jet.
✓ Scoped around DFSA, FSRA & SCA requirements
✓ Investor communications in English & Arabic
✓ Data room requests logged and routed promptly
Senior, confidential support for UAE fund managers
Get your free Fund Operations Automation Audit
A recorded 15-minute walkthrough of how investor inquiries, subscriptions, DDQs and reporting are handled today, with three automation wins sent in writing within 48 hours.
AI and automation built by our team for
Pure Health · MATH Financial Group · Balqis Capital · Dubai Buyers Club · Al Kabban & Associates·
Pure Health · MATH Financial Group · Balqis Capital · Dubai Buyers Club · Al Kabban & Associates·
Pure Health · MATH Financial Group · Balqis Capital · Dubai Buyers Club · Al Kabban & Associates·
The problem
Why fund teams lose weeks to investor paperwork.
01
Subscriptions stuck on one signature
Investors send subscription packs with pages missing, compliance chases each gap by email, and closings slip while the investment team waits for committed capital.
02
Every DDQ written from scratch
Institutional allocators send long questionnaires, and senior staff hunt through past answers and policies to respond, pulling time away from managing the portfolio.
03
Reporting packs built by hand
Quarterly letters, capital account statements and data room updates are assembled and sent manually, so investors receive them unevenly and questions multiply.
Our solution
The Fund Investor Operations System: inquiry to report, controlled.
Each part passes verified information to the next, so investment fund automation turns an investor inquiry into a complete subscription, a timely DDQ and consistent reporting.
i.
Investor journey mapping
We map inquiry, onboarding and reporting steps with your COO and compliance.
Process design
ii.
Investor relations agent
Qualifies investor type and routes eligible inquiries to your IR team.
AI agent
iii.
Subscription checklists
Tracks KYC and subscription documents and chases missing items.
Workflows
iv.
DDQ drafting assistant
Drafts answers from your approved library for compliance to check.
Internal assistant
v.
IR operations reporting
Response times, subscriptions completed and hours saved, reviewed with you.
Oversight
AI & automation for investment funds
Investor relations, compliance and reporting planned together.
Fund managers are part of our finance specialism, so inquiry routing, CRM, onboarding, DDQs and reporting are designed as one flow and every investor sees a consistent, professional process.
Selected work
AI agents that deliver results.
Pure Health
Pure Health
Keys to Invest Real Estate
Keys to Invest Real Estate
MATH Financial Group
MATH Financial Group
CSP Partners
CSP Partners
Fund regulation
Automation that respects fund promotion rules.
Funds operate under DFSA, FSRA or SCA oversight depending on domicile. Our agents never promote a fund or give investment advice, route eligibility questions to your team, and handle investor data under the UAE Personal Data Protection Law.
No fund promotion by the agentIncluded
Investor eligibility confirmed by staffIncluded
KYC files restricted to complianceIncluded
DDQ drafts approved before releaseIncluded
Complete logs for regulatory reviewIncluded
Engagements
Clear pricing. Serious results.
Starter
AI Starter
10 hours for simple automations and AI agents.
AED 3,500
per project
— Discovery, setup and development
— Simple automations and AI agents
Most popular · Pro
AI Pro
20 hours for advanced automations and integrations.
AED 7,000
per project
— Discovery, build and integration
— Advanced automations
Advanced
AI Advanced
30 hours for complex workflows and multi-agent systems.
AED 10,500
per project
— Discovery and development
— Complex, multi-agent workflows
Dazzle
AI Dazzle
40 hours for enterprise-level automation.
AED 14,000
per project
— End-to-end build and optimisation
— Enterprise-level automations
Why fund managers choose Bdazzil
What fund operations teams gain from Bdazzil.
Investors expect precision and discretion. We automate the operational load while compliance keeps the final word.
20
+
Years leading brand, web and search work in the UAE
75
+
Clients across healthcare, law, finance and real estate
300
+
Projects delivered for Abu Dhabi’s Department of Energy
99
%
Positive feedback from our cliients
AI agents & automation by industry
AI agents for every industry.
We know the workflows, regulations and customers in each sector, so every agent we build fits how your business actually runs. Choose your industry to see how we automate for it.
35 industries · select yours to learn more
In their words
FAQ
Fund COOs and CFOs ask us these.
Where does investment fund automation save the most time?
Subscription and KYC document tracking, DDQ drafting, data room requests and report distribution are common starting points. Investment fund automation takes the manual chasing, while your team keeps investor decisions.
How do you avoid the agent marketing our fund to the wrong investors?
The agent never promotes the fund or gives investment advice. It qualifies investor type, then routes eligible inquiries to your team under rules your compliance lead approves, and every exchange is logged.
Can an investor speak directly with our IR team?
Yes, at any point. Performance, terms and eligibility questions also trigger a handover, with the conversation passed to the right person.
Can it connect with our fund administrator and investor CRM?
Where systems allow. We connect CRM, data rooms, document tools, email and fund administration portals via Make, n8n or custom integrations, within your security requirements.
Can investor communications run in Arabic?
Yes. Inquiries, reminders and document requests can run in Arabic and English, using approved wording.
How is cost scoped for an investment fund?
It depends on the workflows, channels and integrations involved, and we recommend a scope after the free automation audit. Platform and AI model usage fees are billed by those providers.
Who owns the investor data and workflows?
Your fund manager does. We build in your accounts and environments where possible, with documented workflows and access your team controls.
What does an engagement with a fund manager involve?
The rollout plan and support terms are set around scope and confirmed before build. Managers in DIFC, ADGM or anywhere else in the UAE are supported, as are GCC funds operating from here.
AI & automation insights
Thinking for decision-makers.
Now onboarding for Q4 2026
Give investors a smoother path from inquiry to report.
Request a free Fund Operations Automation Audit, or raise investor onboarding with Louis over WhatsApp.
Get my free auditWhatsApp +971 50 384 7594