Gen II Transforms Sensr® Portal Into First-of-its-Kind AI-Powered Investor Portal for the Private Markets

Advanced artificial intelligence capabilities enhance proven platform trusted by private capital firms and their investors.

NEW YORK--(BUSINESS WIRE)--Gen II Fund Services, LLC, a leading provider of fund administration services, today unveiled its next generation AI-powered Sensr Portal.

Built with Gen II's proprietary AI intelligence layer, powered by leading large language model technology and designed expressly for private markets, the new Sensr Portal fundamentally transforms the investor experience by providing instant, direct, and conversational access to documents and data. This equips GPs and LPs with dramatically improved efficiency, enhanced data accessibility, and deeper analytical insights.

"Our AI-powered Sensr Portal represents a significant milestone in our digital innovation and investor experience roadmap," said Robert Caporale, President, Strategic & Digital Solutions at Gen II. "Data drives private markets, and we're equipping our clients and their investors to move from passive document retrieval to active, intelligent data engagement.”

Sensr Portal AI-Powered Features and Benefits

• Intelligent Document Search and Summarization: Sensr Portal provides access to vast libraries of fund documentation (e.g., capital call notices, distribution notices, quarterly and annual reports), allowing users to ask natural language questions and instantly receive summarized answers, key figures, and relevant document excerpts.
  
  
• Real-Time Data Querying: Investors can now pose complex analytical questions about their fund performance, capital balances, and portfolio company metrics using plain language, receiving immediate, aggregated data visualizations and explanations, improving responsiveness and reducing GP’s time on routine inquiries.
  
  
• Personalized Insight Generation: The system identifies trends, anomalies, and critical updates relevant to a specific investor's portfolio and investment profile, delivering truly personalized and actionable insights.
  
  
• Comprehensive Perspective: Sensr Portal is connected directly to Gen II’s general ledger, so users gain deeper financial understanding and validated responses that many other portals with disconnected data layers cannot offer.
  
  
• Ring-Fenced Security: Sensr Portal was developed using ring-fenced data, ensuring the AI functionality can access only data and documents specific to the investor and the platform, eliminating concerns about data exposure to the broader internet.

About Sensr Solutions
Sensr Solutions is Gen II’s suite of proprietary, web-based technology platforms built to elevate fund management and the investor experience. The platforms provide secure, centralized hubs that enable fund sponsors, investors, and service providers to collaborate more efficiently and transparently throughout the entire fund lifecycle. The suite includes:

• Funded: Digital subscriptions and investor onboarding
• Portal: Investor portal and data room
• Analytics: Performance and attribution analysis
• DataBridge: No-code data feed solution

About Gen II Fund Services
Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors. Distinguished by its bespoke service offerings and robust technological infrastructure, the company has grown to become one of the largest independent private capital fund administrators since its inception in 2009, now overseeing $1 trillion+ of private fund capital.

Gen II serves a full spectrum of fund managers, from emerging managers to large funds operating across multinational jurisdictions. Its transatlantic operational reach redefines excellence in the fund administration sector, enabling unparalleled service capabilities to fund managers and investors globally. The company helps GPs navigate complex international markets and regulations while effectively managing their operational infrastructure, financial reporting, and investor communications. Gen II is powered by sophisticated proprietary technologies, including Sensr Solutions, a software suite designed to elevate fund management, analytics and investor experience. For more information, please visit gen2fund.com.