FundGPT — AI‑Powered Fund Tax Management

Welcome to FundGPT

Explore our suite of expert GPTs for crypto tax, hedge funds, and private equity.

Features

AI Chat for Tax Queries

Instant, cited guidance for fund tax scenarios with guardrailed AI and policy rules.

Automated Filing Calendar

Personalized deadlines with reminders and state add‑ons so you never miss a form.

Risk Scanner

Continuously flags wash sale conflicts, UBTI/ECI exposure, PFIC/QEF gaps, and more.

Crypto Tax Pal

Normalize exchange files, track basis, and generate investor‑level worksheets.

Comprehensive Fund Tools

Carried interest models, distribution waterfalls, loss carryforward views, and more.

How it works

1) Connect

Securely connect your custodians or upload CSV/PDF exports from admins and brokers.

2) Ask & Analyze

Chat with FundGPT for instant reasoning while deterministic rules validate calculations.

3) Export & Act

Push results into filing calendars, investor reports, and task lists with one click.

About Us

We’re finance professionals building practical tax automation for funds. FundGPT combines guardrailed AI with deterministic checks so GPs can stay compliant, save time, and reduce risk without hiring an army.

Contact

Questions or partnerships? Drop us a line.

Email: info@fundmanagergpt.com