We built this for Allocate
This isn't a slide deck. It's a working AI agent that handles investor onboarding, subscription questions, capital call inquiries, portfolio reporting, and platform support for your 350+ advisory firms. Try it.
Try the chat agent
Ask about accreditation requirements, fund subscriptions, capital calls, K-1 tax documents, portfolio performance, or anything a wealth advisor might need help with.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the voice agent
Same AI, same knowledge -- just over the phone. Call to experience what your advisors and investors would hear when they need support.
(650) 276-0022US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet can deliver for Allocate
Built around real advisor scenarios -- investor onboarding, fund subscriptions, capital calls, tax documents, and the questions your 350+ wealth advisory firms actually ask.
All channels available
Same AI brain across chat, voice, email, and SMS. Advisors and investors get consistent, accurate answers whether they're asking about capital calls, K-1s, or fund subscriptions.
24/7 availability
Private markets don't sleep. Lorikeet handles investor questions about accreditation, distributions, portfolio performance, and tax documents at any hour -- across any time zone.
Compliance built-in
Guardrails prevent investment advice, guarantee claims, and unauthorized disclosures. Every response stays within SEC and regulatory boundaries -- critical for private markets.
Deep product knowledge
Fund subscriptions, accreditation verification, capital calls, distributions, K-1 tax documents, NAV reporting, GP commitments -- your complete knowledge base, instantly available.
Speaks your advisors' language
Built for wealth advisors and institutional investors who expect precision. The AI uses proper private markets terminology -- IRR, TVPI, DPI, vintage year -- without oversimplifying.
Seamless handoffs
When a conversation needs a human -- like a complex subscription exception or compliance escalation -- Lorikeet transfers full context so the advisor never repeats themselves.
How we built this for you
This demo was built from scratch for Allocate. Real logic for real private markets support scenarios.
Mapped your scenarios
Investor onboarding, fund subscriptions, capital calls, portfolio reporting, and platform support -- all handled with dedicated workflows.
Added your knowledge
Accreditation requirements, subscription processes, capital call timelines, K-1 tax documents, NAV reporting, distribution schedules -- your complete knowledge base.
Set the guardrails
No investment advice. No return guarantees. No confidential fund data leaks. Competitor comparisons handled gracefully. Every response stays within your policies.
Ready for integrations
Chat and voice are working right now. Ready to connect to your investor databases, fund administration systems, and document management platforms for real-time lookups.
Ready to add the world's best CX AI?
Connected to your actual advisor and investor data. Handling real support volume from your 350+ wealth advisory firms across every channel. This sandbox is just the start.
Finish Setting Up Your Sandbox