Introduction

Alpha7 Capital is a venture firm with a growing base of investors. Producing investor communications and portfolio reporting had become a manual, fragmented effort, creating delays, errors, and an inconsistent experience for investors. In partnership with Amazon Web Services (AWS), Digital Alpha Platforms built Quiver, a fund management platform with AI agents powered by Anthropic’s Claude models accessed through Amazon Bedrock, automating investor communications and portfolio reporting on a secure, multi-tenant architecture.

Alpha7 faced several operational challenges

• Manual Investor Communications: Capital call notices, letters, and updates were drafted by hand for every event, slow and hard to keep consistent.
• Manual Portfolio Reporting: Summaries, statements, and analysis were assembled by hand from underlying data, delaying insight.
• Fragmented Systems and Documents: Agreements, notices, statements, and tax documents were spread across email, e-signature tools, and an external administrator.
• Compliance and Security Concerns: Operating in a regulated industry, the firm needed strict data protection and a clean audit trail.

The Solution: AI Agents on AWS

Digital Alpha built Quiver with two AI agents on Amazon Bedrock. A communications agent drafts notices, letters, and updates; a portfolio agent produces summaries, statement narratives, and analysis. Both are grounded in the firm’s own fund data and reviewed by the manager before reaching investors, on a secure, serverless, multitenant AWS architecture.

• AI Agents: Two agents run on Claude models via Amazon Bedrock, drafting investor communications and producing portfolio
  reporting, each grounded in platform data and surfaced for manager approval.
• Human-in-the-Loop Workflow: Agent’s draft; the manager reviews and approves before anything reaches investors, keeping
  oversight of all investor-facing output.
• Serverless and Event-Driven: Generation is triggered by platform events such as a new capital call or reporting-period close
  and scales with activity.
• Secure Multi-Tenant Design: Investor data is isolated and accesscontrolled, with model access kept private within the firm’s AWS
  environment.

Technical Architecture

The platform runs on AWS to deliver AI Agents, scalability, and compliance:

• AI Agents on Amazon Bedrock: Claude models draft communications and portfolio narratives, grounded in fund data, with every draft routed for manager approval. Bedrock keeps model access private.
• Agent Orchestration: AWS Lambda runs agent workflows triggered by platform events, scaling with activity without provisioned servers.
• Application and APIs: Amazon CloudFront gates all the backend APIs, and Frontend React is built from S3, with proper cache invalidation and smoother delivery
• Data and Storage: Amazon S3 for documents; Amazon RDS for PostgreSQL with row-level tenant isolation, the grounding source for the agents.
• Identity and Delivery: Amazon Cognito for multi-tenant sign-in; Amazon SES for approved communications and alerts.
• Security and Perimeter: AWS KMS, AWS IAM, AWS Secrets Manager, Amazon VPC with VPC Endpoints, AWS WAF, AWS Shield, and Amazon GuardDuty.
• Governance and Audit: AWS CloudTrail, Amazon CloudWatch, AWS Organisations, and AWS Control Tower.

AWS Services Used: Amazon Bedrock, AWS Lambda, Amazon API Gateway, AWS Fargate, Amazon S3, Amazon RDS for PostgreSQL, Amazon Cognito, Amazon SES, AWS KMS, AWS IAM, AWS Secrets Manager, Amazon VPC, VPC Endpoints, AWS WAF, AWS Shield, Amazon GuardDuty, AWS CloudTrail, Amazon CloudWatch, AWS Organisations, AWS Control Tower.

This architecture delivers a secure, scalable, and compliant platform for Alpha7, supporting efficient operations and future growth.

Impact: Faster, More Consistent Investor Operations

Quiver delivered measurable benefits for Alpha7:

• 90% Less Time on Investor Communications: The communications agent drafts notices, letters, and updates for review rather
  than from scratch. (metric to confirm)
• 85% Faster Portfolio Reporting: The portfolio agent generates summaries and statement narratives from live data. (metric to
  confirm)
• Higher Consistency and Quality: Every draft is grounded in real fund data and approved by the manager before delivery.
• Enhanced Scalability: Serverless AWS infrastructure scales with the investor base and portfolio, without added manual work.
• Improved Security and Compliance: Private model access via Amazon Bedrock, encryption, least-privilege access, and a full
  audit trail.

Conclusion: A Secure, AI-Powered Foundation

Quiver turned recurring, manual work into fast, consistent, manager-approved output. With Claude-powered agents on Amazon
Bedrock and a secure, serverless, multi-tenant AWS foundation, Alpha7 operates with the efficiency of a much larger firm while
keeping a lean footprint.

This resolved immediate bottlenecks and gave the firm a platform that scales as the investor base and portfolio grow.

Next Steps: Transform Your Fund Operations with Quiver

If your firm is spending manager time drafting investor communications and assembling reporting by hand, Digital Alpha can help.
Contact us to learn how Claude-powered agents on AWS can automate that work while keeping you in control of everything investors see.

Contact Us:
– Email: engage@digital-alpha.com
– Phone: +1 609-759-1367