hub Tech Overview

Built for Fund Operations.
Trusted by Engineering.

Stop wrestling with rigid, surface-level apps or wasting expensive sprint cycles building brittle internal software from scratch. Daizy provides the institutional-grade infrastructure to orchestrate complex, long-running fund operations with zero technical debt.

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construction Builder Toolbox

Build orchestrations.
Deliver experiences.

Connect people, systems & data with end-to-end experiences, powered by orchestration automation. Easy to integrate and infinitely customizable.

Builder Toolbox UI Floating Element

Design the perfect orchestration

Map human tasks, system automations, and database interactions into a single, high-fidelity orchestration.

Zendesk

Start Product Replacement

Native App Integration

Trigger Start
Manager

Review & Approve Y/N?

Customer Service Manager

Decision Routing
Postgres

Check Available Inventory

Database Integration

Database Conditional

Integrate systems,
automate work,
do magic with data 🪄

api

Integrate your systems & apps

Connect your service platform, CRM, communications tools, and custom-built systems directly to Daizy.

bolt

Automate work & tasks

Configure no-code and low-code automations to eliminate manual work and make system tasks happen automatically.

database

Use data 1,000 different ways

Use database integrations & tables to structure, manipulate, reference, and automate data within your orchestrations.

Zendesk

Update ticket

Zendesk Integration

NM

Calculate Formula

Daizy Automation

Salesforce

Create inventory record

Salesforce Database

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UI & AI Build

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Nesting

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Logic

Icon

Routing

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Approvals

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Triggers

01 / Operator Experience

Built for Ops people to use

Daizy is designed for the analysts, accountants, and operators who actually run the fund, not just the engineers who deploy it. Clear orchestrations, guided actions, and zero-jargon interfaces let your team execute confidently from day one.

  • checklist

    Guided Task Execution

    Step-by-step orchestrations guide users through complex operations with inline context and validation.

  • visibility

    Plain-Language Interfaces

    No SQL, no scripting, operators read, review, and approve in language they already use.

  • school

    Onboard in Hours, Not Weeks

    New team members ramp on real orchestrations the same day, no training programmes required.

Capital Call · Fund III

Ready to review
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Allocation calculated

37 LPs
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Notices drafted

PDF · DocuSign
pending

Your turn: Approve & send

1 action
radio_button_unchecked

Post to ledger

Auto
02 / Infrastructure

API-First & Core Ecosystem Integration

Act as the connective operational tissue across your entire FinTech stack without writing custom middleware or wrapper code.

  • sync_alt

    Bi-Directional Ledger Sync

    Push/pull commitment mutations and valuations to eFront or Paxus.

  • document_scanner

    Unstructured Data Ingestion

    Pass capital calls through Canoe or OCR layers into clean JSON payloads.

  • webhook

    Omnichannel Webhooks

    Trigger flows from Plaid/Mercury events or update Salesforce instantly.

Daizy
CORE LEDGER

eFront

EXTRACTION

Canoe

BANKING API

Mercury / Plaid

INVESTOR CRM

Salesforce

03 / Orchestration

Stateful, Multi-Branching Fund Lifecycle Engine

Move beyond primitive "if-this-then-that" tools. Daizy handles operational cycles that span weeks or months with full state persistence.

State Persistence

Subscription remediations that take weeks? No context lost, ever.

Advanced Branching

Parallel execution tracks for dozens of portfolio companies simultaneously.

T-0

Notice Issued

WAITING

Bank Webhook

T+10

Wire Cleared

SUCCESS

Ledger Update

State: capital_call_active | Instance: #CC-8429

04 / Interfaces

Bi-Directional GP-to-Administrator Spaces

Eliminate black-box processing. Daizy provides a shared, synchronous execution layer between teams, GPs, and LPs.

Internal Fund Ops View

1. Verify KYC Source

check_circle

2. Sanctions Screening

> Querying World-Check Database...
> API Response: Clear
External LP Portal verified_user

Secure Document Vault

Please upload your W-8BEN form to continue.

upload_file Drop file to sync
shield_person Pending Dual-Authorization

Maker

James Wilson (Ops Assoc)

Submitted T+0:14
Total Distribution$14,200,000.00
CurrencyUSD

Only authorized "Checkers" can sign this execution.

05 / Governance

Dual-Authorization & Advanced HITL

Pure automation breaks in the real world. Daizy bridges the gap between programmatic code and human judgment with ironclad governance.

  • gavel

    Maker-Checker Enforcement

    Native enforcement that the preparer cannot be the approver.

  • report_problem

    Exception Fallbacks

    Paused state routes flagged KYC checks to human officers instantly.

06 / Data Persistence

Relational Datasets & Persistence

Stop relying on detached payloads. Daizy utilizes built-in relational lookup tables to store your fund's core operational truth.

Dataset: LP_Commitment_Master_v4

Updating Real-time
LP Name Total Commitment Capital Called Outstanding Balance Status
Apollo Global Admin $50,000,000 $12,500,000 $37,500,000 MUTATED
Teachers Pension Fund $25,000,000 $5,000,000 $20,000,000 STABLE
refresh Automatically mutated 4,200 records across 12 fund vehicles via CC-8429
07 / System of Record

Regulator-Ready Logging

Pass your next SEC or FINRA audit without manual forensic discovery. Daizy turns operational activity into an unalterable system of record.

Immutable

Cryptographic Stamps

Instant

Audit Ready Exports

Forensic System Log
10:42:01.2
DATA_MUTATION: Set LP_Balance - $12.5M
Actor: System-Agent-CC
10:43:12.5
MAKER_APPROVAL: Signed by J. Wilson
Hash: 8xf2...9aa1
10:45:00.1
WEBHOOK_EMIT: Sent to Salesforce Admin

Technical Specifications

Capability / Pillar Institutional Standards
Identity & Access SOC 2 Type II framework, SAML / OIDC Single Sign-On (SSO) with Multi-Factor Auth
Governance Controls Institutional Maker-Checker (Dual-Authorization) system enforcement native to execution
Audit Capabilities Non-destructive, unalterable event streaming logs for SEC/FINRA compliance tracking
System Orchestration Bi-directional API integrations (REST, GraphQL) and event-driven webhook patterns
External Security Logically isolated, end-to-end encrypted spaces for external LP and GP interactions
Data Orchestration Standardized JSON payload handling with encrypted API credential environment storage

Lead with Evidence.

Standardize your fund operations on the industry's most reliable agentic operating model.

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