An accredited investor at a $40M family office lands on your portal at 7am. They want to know your strategy mix (long-short equity, event-driven, macro), your three-year track record, current AUM, minimum commitment, lock-up and notice periods, management and performance fees, and whether you accept new commitments this quarter. Your IR team gets the same call three times a week, each one a 30-minute walkthrough. Meanwhile your prime broker keeps asking when you will hire a second IR associate.

SleekAI maps your fund structure stored as a CPT in wp_posts, with strategy in a taxonomy, AUM in postmeta updated monthly, share class tiers (Class A 2/20 with $1M minimum, Class B 1.5/15 with $5M minimum) as their own posts, lock-up in months, notice in days, and accredited-status gating via a user role check. The bot confirms accredited status from the user role on wp_users, then quotes the right class, minimum, fees, and current capacity. It refuses every question from non-accredited users with a polite redirect to your education page.

Generic chatbots fall apart here because they cannot enforce accredited gating, cannot quote your real fee schedule, and cannot apply the disclosure language compliance requires on every reply that touches performance. SleekAI gates the entire bot behind a logged-in accredited role, appends your standard Reg D disclosure to performance answers, and refuses to discuss the strategy mix with anyone outside the user role you control. Compliance signs off on a system instruction once, and the bot enforces it on every turn.

An IR associate at a $400M hedge fund spends most of the week answering the same eight questions from allocators evaluating the fund. Strategy mix, AUM, minimum commitment, fee structure, lock-up and notice, recent performance, capacity for the next close, and the PPM request. Each conversation is a 20 to 30 minute call or a multi-thread email.

The fund that responds first, with accurate numbers and the right disclosure language, wins the term sheet on the next allocation. SleekAI turns your existing fund infrastructure into the answer engine. Share classes live as CPTs.

AUM updates monthly from your admin's CSV. The accredited gating runs off WordPress user roles. The disclosure language is encoded in the system instruction once and applied to every performance-touching reply.

The compliance story matters as much as the speed story. A generic chatbot will happily quote a made-up Sharpe ratio to an unauthenticated visitor, opine on tax treatment, and discuss specific holdings. SleekAI refuses each of those by design, appending the right disclosure on every quote of net return and routing tax questions to a human.

The chat log is searchable by user, by topic, and by date so your CCO can audit any conversation in seconds. The first quarter after rollout, most funds see IR call volume drop by half while the calls that do happen are with allocators already deep in subscription mechanics, ready to wire.