One workspace, every workflow
The operations workspace for a private-markets GP
VegaOS brings the fund lifecycle, the firm's knowledge and its connected systems into one shell, with Sienna built in. Modules carry the work from pre-trade all the way through to post-trade
Your general agent: a companion across all workflows, available to call whenever and wherever you need her.
How it is organised
Five surfaces, one shell
Everything in VegaOS lives behind five entries in the same rail. Learn the shell once; every module and every workflow behaves the same way inside it.
Sienna
The agent built into the workspace. Ask about any fund or investor, hand her a workflow, or save it as a skill. She proposes, you approve.
Meet SiennaWork
One queue for what needs you, with priority, SLA and four-eyes marking. Every action says what it triggers before it runs.
Spaces
Dashboards on real data. Standing views for fundraising and your directory, and your own, composed by simply chatting to Sienna.
Modules
The fund lifecycle, pre-trade to post-trade. Each module is a complete product; add one and the shell stays where it was.
Platform
The connective layer: your systems, the firm's knowledge, ingestion and the team. Configure it once; everything draws on it.
Modules
The lifecycle, in modules
Modular workflows across fundraising, onboarding and servicing. Take the ones you need; we add more every month in response to client feedback.
Fundraising
- Fund master
Product and lifecycle management
- Marketing and data rooms
Marketing, document management and more
- DDQ
Agentic extraction, matching and drafting
- Co-invest
End-to-end management, from outreach to book build
- Brief (in beta)
LP intelligence for fundraising teams
Onboarding
- Onboarding
LP subscriptions, KYC/AML and reviews
- Obligations
Side letter extraction, tracking and fulfilment
- Transfers (in beta)
Change of ownership process and history
- KYC master (in beta)
Investor profiles for multi-admin KYC orchestration
Servicing
- Reporting
Deliver investor reporting across formats
- Mailroom
Manage LP queries with a dedicated agentic suite
- Capital activity
Coordinate and track distribution of capital calls
- Content studio
Natively create and distribute content to LPs
- Shadow admin (in beta)
Fund admin oversight agent
Work
One queue, nothing lost
Spaces
Dashboards you talk into being
Dashboards on your firm's real data, composed by asking Sienna.
Connectors
Works where your firm already works
VegaOS reads from and works in the systems your firm already runs: your CRM, email and calendar, documents and data platforms. We also build the integrations nobody else wants to, into fund administrators, and a connector builder covers the systems particular to your firm. Your stack stays your stack; VegaOS joins it.
Sienna
The agent at the next desk
Sienna is built into every surface of VegaOS. She reads directly, and every write becomes a proposal for you to approve, edit or reject; nothing changes until you say so. In time she orchestrates Vega's proprietary subagents, and the mechanism stays the same: she proposes, you approve.
Meet SiennaQuestions we are asked
- Do we have to take every module?
- No. Modules are sold separately. Take the ones that match your lifecycle and add others when you need them; the workspace around them never changes.
- Does Sienna act on her own?
- Reads run directly. Every write becomes a proposal you approve, edit or reject, and nothing runs until you approve it.
- Does VegaOS replace our CRM?
- No. VegaOS reads from and works in the systems you already run, including your CRM, email and data platforms, with a custom connector builder for the rest.
- How do we know what an action will do?
- Every action announces what it will trigger, and who will be emailed, before it runs. High-consequence steps are marked for a second reviewer.