AI WORKFLOWS

AI for private fund operations

Goji’s in-platform AI assistant automates repetitive investor onboarding, KYC and document processing tasks, with human oversight built in.

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See how Goji's AI speeds up investor onboarding

Watch this quick demo to see how our AI assistant automates complex corporate onboarding.

Our AI assistant can:

Process complex KYC packs in seconds
Create structured entity maps from complex corporate documents
Identify UBOs.
Keep your team in control with final human sign-off
Scale operations without scaling headcount

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How it works

Click through the images below for an example workflow in which Goji's AI assistant automates the onboarding of complex corporate investors.

Goji's AI assistant helps you onboard complex corporate investors

1. Goji's in-platform AI assistant provides helpful suggestions as users navigate through the platform. Here, the assistant is helping a user to onboard complex corporate investors quickly and efficiently.

Goji's AI assistant takes breaks down complex KYC packs

2. The AI assistant will ask for the correct files to begin the workflow.

Goji's AI assistant processes complex KYC documents in seconds

3. To start the onboarding workflow, the user simply uploads the investor's corporate documents in the chat window. The assistant identifies individual files within a document stack and extracts key information, cross-referencing with public registries to verify the information.

Goji's AI can analyse complex corporate structures

4. The AI assistant can analyse ownership structures and identify UBOs. When the assistant has completed its research, your team approves the output to populate it directly in the platform.

Six ways Goji's AI future-proofs your fund operations

Our AI-enabled workflows fundamentally shift your operating model, ensuring that speed and accuracy are no longer a trade-off as you grow.

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Scalable operational efficiency

Break the link between AUM growth and headcount. Scale your operations and launch into new jurisdictions without the need for linear team expansion.

Strategic resource allocation

Shift your highly skilled professionals from manual executors to strategic supervisors. Free your team to focus on high-value investor servicing.

Accelerated time-to-investment

Remove friction from onboarding. By automating the heavy lifting of data verification, you move investors through the funnel faster and deploy capital sooner.

Built-in governance

Precision is non-negotiable. Our AI acts as a pre-processor, so no regulatory check is finalised and no data populated without explicit human sign-off.

Exception-based processing

Maximise productivity by intervening when it matters. Our system flags discrepancies for your team to review, applying your expertise where it counts.

A future-proof partnership

Innovation at Goji is an ongoing, consultative process. Our workflows are purpose-built based on direct client feedback to ensure you stay agile as the market evolves.