Welcome to a platform where every alternative investment decision is informed, compliant, and human‑centered.
Privacy First.
Integration‑ready.
Cmpliance at the Core.
The Story Behind Taurion.
Taurion was born from a simple question:
What if private markets were as intelligent, transparent, and accessible as public ones, without compromising compliance or trust?
Founded by technologists and financial professionals who experienced the inefficiencies firsthand, Taurion merges advanced Agentic AI with the rigor of fiduciary governance.
Our mission is to eliminate friction across the advisor–fund–client ecosystem by automating diligence, ensuring suitability, and enabling smarter, auditable distribution.
We’re building Taurion as an intelligent platform where every participant - advisors, fund managers, and investors - can collaborate confidently, guided by explainable AI and verifiable data.
Private Markets Are Booming, But Friction Persists.
Taurion’s Agentic AI automates suitability, streamlines diligence, and orchestrates tasks across your tools, with a full audit trail.
Fragmented workflows between advisors, fund managers, custodians, and compliance.
Manual due‑diligence and suitability checks slow down client conversations.
Distribution is noisy; good funds struggle to reach the right advisors.
How Taurion Works.
Step 1
Connect &
Configure
Securely connect CRM, KYC/AML, and data sources. Define mandates, risk bands, and guardrails.
Step 2
Agentic Matching & Diligence
AI agents evaluate investor profiles, constraints, and fund data to surface fit, conflicts, docs, and questions, with explainer notes.
Step 3
Compliant Distribution & Tracking
Advisors share AI‑generated, client‑ready briefs; fund managers run targeted outreach with ongoing monitoring and outcomes tracking.
Every action is logged in a Compliance Ledger for supervision and review.
Advisors:
Close the Right Private-Market Conversations Faster.
AI
Suitability Model
Evolves with client goals, liquidity, and constraints.
Fund Briefs in Plain English
For fees, lock‑ups, risk flags, and conflicts.
Automated
Diligence
To‑Dos and document requests can be sent in one click.
Audit‑Ready
Trail
Evidence of recommendations, disclosures, approvals.
Fund Managers:
Precision Distribution, Not Spray-and-Pray.
Target by
Mandate Fit
to reach advisors whose books match your fund profile.
Compliance-aligned Materials
with versioning and disclosures.
Engagement
Analytics
who read what, where they stalled, next best action.
Data Room
Bridges
to e-sign, subscriptions, and investor onboarding.
Investors:
Smarter Access to Private Markets
Personalized Fund Discovery
AI agents present investment options that align with your strategy, goals, and constraints.
Transparency & Trust
All actions are verified through Taurion’s Compliance Ledger, ensuring accountability.
Explainable Insights
Understand fund attributes - fees, risks, lockups, and liquidity, in plain English.
Simplified Documentation
View, sign, and track all subscription materials and disclosures securely in one place.
Capabilities -What's Inside Taurion.
Agentic Matching
Portfolio-aware, mandate-aware, and conflict-aware matching.
Distribution Funnels
Segmented outreach, A/B content, and conversion tracking.
Diligence Automation
Checklist generation, doc parsing, and RFI/RFP drafting.
Role-Based Access
Team permissions for advisors, OSJ/CCO, and GPs.
Compliance Ledger
Immutable activity log, review & approvals, and export.
Explainability
AI decisions accompanied by sources, assumptions, and caveats.
Compliance & Governance - Built for Supervision.
Policies & Guardrails
configurable per firm; blocklist/allowlist of actions.
Recordkeeping
communications, artifacts, and AI outputs versioned and archived.
KYC/AML Bridges
connect to vendors (e.g., Sumsub, ComplyAdvantage) and custodians.
Disclosures
advisor-facing and client-facing artifacts include firm-specific disclaimers.
Data Security
encryption in transit and at rest; SSO/SAML; least-privilege access.
Experience how agentic AI automates suitability, diligence, and compliance from one interface.
Trusted by advisors and fund managers seeking compliant, intelligent automation.
Connect Taurion to Your Stack.
Taurion connects with the platforms wealth and fund professionals already usefrom CRMs and custodians to reporting, KYC/AML, and e-signature tools. Our integration layer ensures data flows securely and compliantly across your existing tech stack, eliminating duplicate work and reconciliation errors.
Taurion is the intelligent layer that unites client, fund, and compliance data into a single auditable workflow.
Our team will show you how Taurion syncs data across your existing systems securely and compliantly.
Pricing/Access Tiers
Taurion offers flexible access for advisors, fund managers, and enterprise partners, with transparent pricing aligned to usage, supervision level, and compliance needs.
Early adopters enjoy discounted Founding Partner rates through 2025.
ADVISORS
Start with a free pilot tier for limited clients and unlock full compliance automation, CRM sync, and AI suitability models under a per-seat or AUM-based plan.
FUND MANAGERS
Gain access to distribution intelligence and analytics with a flexible annual license tied to fund size or number of active advisor relationships.
INVESTORS
Start with a free pilot tier for and unlock premium investor dashboards, AI portfolio insights, and co-branded private-market reports under a per-seat plan.
ENTERPRISE/
CUSTODIAN CUSTOMERS
Custom integrations, co-branding, and compliance hosting under a white-label or API plan.
Limited discounted seats available for 2025 early adopters.
Early Access
Founding Partner Program — 2025-2026 Cohort. All partners get Dedicated Success Channel, Roadmap Influence, and Discounted Pricing for 12 months
Advisors
Priority onboarding, migration support, and compliance templates.
Fund Managers
Co-marketing, curated advisor access, distribution playbooks.
Investors
Secure early access, private beta invitations, and onboarding support.
FAQ
01
Is Taurion an RIA or broker-dealer?
No. Taurion is a technology platform that your firm configures to align with your policies and regulators.
02
How does agentic AI differ from chatbots?
Taurion agents plan tasks, call tools, and generate supervisory artifacts (evidence, sources, approvals), not just answers.
03
Where is my data stored?
Virtual private cloud options with encryption, SSO/SAML, and strict role-based access.
04
What does onboarding look like?
Connect systems, import policies, define mandates, set guardrails; we validate via a supervised pilot before go-live.
05
Can clients access Taurion?
Investors/clients can access Taurion directly. Advisors can share client-ready briefs and track views; fund managers can share data rooms through controlled links.
Access Request
Be among the first to experience how agentic AI transforms suitability, diligence, and distribution. Request early access and our team will reach out within two business days.