AI wealth-operations agent
See your wealth.
Then watch it run itself.
If your wealth lives in LP positions, a dozen entities and real estate, the hard part was never seeing it — it's running it. Telona is the back office that does that work: chasing documents, running capital calls, reconciling cash, keeping every entity compliant. You approve; it handles the rest.
Read-only by design. The agent prepares and verifies — you approve every move.
Read-only by design
Telona connects to your accounts read-only. It can see, prepare and verify — it cannot move a dollar.
You approve every move
Every money-adjacent action is staged for your one decision. Nothing executes until you say so.
Every number is traceable
Each figure links back to the document and the step that produced it — computed and shown, never asserted.
Your whole picture
Every account, entity and deal.
One live view.
Net worth, allocation, performance and cash flow across every LLC, trust and fund — computed from your data, provenance traced, and sliceable by asset, class or entity.
- Private funds41%
- Real estate25%
- Public equities19%
- Crypto10%
- Cash5%
- CR$3.10M▲ 3.1%
- MH$2.18M▲ 1.8%
- SH$1.74M▲ 4.6%
- AF$1.24M▼ 0.4%
The real work
The portfolio is the easy part.
The operations are the job.
Seeing your net worth is a solved problem. The work that eats your month is everything after it: chasing sponsors for documents, vetting capital calls, reconciling distributions, and keeping every entity filed on time. Telona does that work — and shows you only what needs a decision.
The loop
One agent. Five jobs.
Every document your wealth generates flows through the same pipeline — landed raw, verified, reconciled, and handed off.
- Step 1ChaseMissing documents, chased until they land.
- Step 2ValidateEvery capital call checked before you approve.
- Step 3ReconcileCash matched to expected calls and distributions.
- Step 4ComplyEvery entity's filings tracked and reminded.
- Step 5AssembleThe CPA package, built as the year runs.
The one thing it asks of you
You approve.
Nothing moves until you do.
The agent prepares every money-adjacent action and runs the checks — then hands you a single card: what it is, why, what passed, and the one thing that didn't. Here, the amount and schedule are clean, but the receiving bank changed. That is the whole job: catch it before the wire.
Try it — hold, or approve.
Capital call — Meridian RE Fund III
Cedar Ridge Ventures LLC · due July 24
- Amount matches commitment schedule
- Deadline math verified
- Sender domain authenticated
- Receiving bank unchanged
Hold recommended. The receiving bank differs from the last three calls. Amount, schedule and sender all verified — the banking change is the single red flag. Verify by phone before any funds move.
Your agent
It works while you don't.
Matching distributions, chasing silent sponsors, prepping the next filing — the agent runs the back office in the background and reports like a family-office staff meeting. Every action it claims is linked to its entry in a hash-chained ledger. Computed done, never asserted.
- Matched distribution — Riverstone Fund II+$12,400
- Chased missing K-1 — Bluegate Storage
- Delaware annual report — Marlowe Holdings
What it runs
Four jobs, off your plate.
Document chase
K-1s, statements and call notices — chased on an escalation ladder until each one lands, then filed against the right holding.
How it worksCapital-call workflow
Every notice validated against your commitment. Changed wire details always hard-flagged.
How it worksEntity compliance
Annual reports, franchise tax, registered-agent renewals — tracked per entity, per state.
How it worksCPA package
Realized gains, the K-1 board, contribution and distribution ledgers, the document bundle — assembled through the year and shared with your accountant by an expiring link.
How it worksA note from the team
We kept meeting people with serious wealth — real LP portfolios, a dozen entities, property across three states — running the whole thing out of a spreadsheet and a shoebox of PDFs. Not because they were careless. Because nobody had built the part that does the work.
Seeing your net worth was solved a decade ago. The job that actually eats the month — chasing the K-1 that never comes, catching the capital call with the changed wire, keeping every LLC filed — was still being done by hand, or not at all.
So we built the back office itself. It does the work and asks you for the one thing software should never take: the decision. It's read-only. It prepares and verifies. Nothing moves until you say so. That last part isn't a feature — it's the whole point.
Replace the ops labor, not just the spreadsheet.
Start a 14-day trial — no credit card. Connect your accounts read-only and let the agent get to work. From $149/mo, or $299 for a single K-1 season.