Smpler lets regulated financial institutions build and deploy AI workflows across their existing systems and data — with the governance infrastructure required to do it accurately, legally, and at scale.
Every workflow on Smpler is built on three integrated layers — making it the only platform that handles the full complexity of how private markets firms actually operate.
Connect your unstructured documents and existing structured systems into a unified, workflow-ready data layer.
Build configurable, auditable AI workflows that handle both unstructured and structured data — and run across your organization.
Compliance is not a feature you add later. On Smpler, it is native to every workflow from day one.
Think of it this way: Smpler is the race car chassis. Workflows are high-performance parts engineered for your use case. Foundation models are the engine — they provide the horsepower. Select your performance, choose a provider, swap at any time. Data is your race fuel. Governance is your roll cage and protective gear. Your institutional knowledge is the driver. Smpler builds the race car. You drive it.
The SEC requires human accountability, auditability, and disclosure for AI-assisted investment decisions. FINRA mandates explainability. State-level AI transparency laws are expanding. For private markets firms managing pension funds and institutional capital, ungoverned AI is not a competitive risk — it is a legal one.
Smpler is the only platform purpose-built to make agentic AI deployment in regulated financial institutions legally defensible, auditable, and scalable.
Upload your existing compliance documents and operating procedures. Smpler translates them into machine-readable rules — no rewriting required.
Define exactly where human approval is required. Agents cannot proceed past those checkpoints without it — by architecture, not just by policy.
Every step taken, every data source accessed, every human approval obtained — logged and exportable for regulatory review.
Each workflow only accesses the systems and data explicitly permitted by your governance configuration. No agent can reach beyond its defined scope.
Smpler is designed for the operational complexity of alternative asset management — where workflows are manual, data is fragmented, and every process has a compliance dimension.
Real estate investment firms operate across equity and debt strategies, each with distinct data inputs, regulatory requirements, and workflow complexity. Smpler's configurable architecture serves the full spectrum.
Automatically read and extract key data from Offering Memorandums — removing the need to manually review 30+ page PDFs and enter data into financial models by hand.
Standardize Rent Rolls across properties and formats for asset valuations and commercial sales — delivered via email or web upload, ready for financial model import.
Standardize and analyze loan documentation, T12 financials, and borrower submissions — enabling faster underwriting with consistent data quality.
Automate recurring data extraction and variance analysis across loan portfolios — flagging anomalies and generating standardized reports without manual intervention.
Smpler's workflow engine is asset-class agnostic. The same platform that standardizes rent rolls for real estate can process portfolio company financials for private equity, credit agreement data for private credit, or fund documentation for secondaries. Each workflow is configured to the specific data formats, calculations, and approval logic of the use case.
Specific use cases for these asset classes are being developed in collaboration with active pilot clients. Contact us to discuss your firm's workflows.
Every firm's path to AI transformation looks different — shaped by their systems, their people, and their regulatory environment. Smpler is designed to grow with you from first workflow to firm-wide automation.
Human-triggered workflows process documents, extract data, and deliver standardized outputs. Teams save hours on tasks that previously required manual effort. Every run is auditable.
Workflows connect across departments. Data from one process feeds the next. Approval chains are automated where permitted. Exception handling routes to the right person automatically.
Rather than automating individual tasks, the platform orchestrates entire outcomes — a deal analyzed, a portfolio monitored, a report generated — with humans focused on judgment, not process.
What the end state looks like depends on your firm — your asset classes, your processes, your regulatory environment, and your people. We believe the firms that define this together with their technology partners, rather than buying off-the-shelf solutions, will build the most durable competitive advantage. That conversation starts with a demo.
We will walk you through a live demonstration of the platform using real examples from your asset class. No generic slides — a hands-on look at what Smpler can do for your specific workflows.
If your firm manages $25B+ in alternative assets and is actively looking to deploy AI workflows, we want to talk.
Questions before a demo? Reach us directly at info@smpler.com