Portfolio-wide agent compliance visibility. Monitor, govern, and optimize autonomous agent operations across your portfolio companies.
Shulam combines portfolio compliance dashboards, fund-level governance, due diligence screening, and agent fleet management into one platform. Whether you manage 3 portfolio companies or 30, Shulam gives you complete visibility.
See every agent across every portfolio company in one view. Monitor compliance status, spending patterns, and screening results portfolio-wide. Drill into any company for granular detail. Identify compliance gaps before they become board-level problems.
Define baseline spending policies at the fund level. Every portfolio company inherits your standards automatically. When a company needs stricter limits — higher-risk industry, regulated market, or specific LP requirements — override at the company level without affecting the rest.
Fund Level
OFAC screening required, $50K/mo limit, weekly reporting
FinTech Co (enhanced)
+ Enhanced due diligence, daily reporting, $25K/mo limit
SaaS Co (standard)
Inherits fund policies, no overrides needed
Screen the target company agent fleet for OFAC compliance, held transactions, and spending patterns. Identify compliance gaps before they become post-close problems. Generate a compliance assessment report in minutes — not weeks of manual review.
Monitor every agent across your entire portfolio. Set per-company agent limits and spending caps. Freeze agents at the fund level during compliance incidents. Generate LP-ready reports aggregating fleet activity across all companies.
One dashboard for every portfolio company. Aggregate view with per-company drill-down.
Set baseline compliance policies. Every portfolio company inherits automatically. Override when needed.
Screen acquisition targets for compliance gaps. Generate assessment reports in minutes.
One-click portfolio compliance reports. Transaction volumes, screening stats, spending trends.
Monitor, limit, and freeze agents across the portfolio. Fund-level controls with company autonomy.
Add a company, policies apply instantly. No vendor procurement. No integration project.
“We manage 12 portfolio companies deploying AI agents. Before Shulam, compliance was a blind spot — each company used different tools or no tools at all. Now we have a single dashboard with fund-level policies and per-company drill-down.”
Enterprise tier for PE funds. Dedicated infrastructure. Custom SLAs.
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