Enterprise AI for private capital in United States

The United States is a priority market. Reuben AI is used by GPs, allocators and family offices from New York to San Francisco, with fund workflows aligned to the Investment Advisers Act of 1940 and Delaware fund formation.

Regulatory depth

• Investment Advisers Act of 1940: registered and Exempt Reporting Adviser (ERA) workflows, including Form ADV record hygiene.
• SEC Marketing Rule (Rule 206(4)-1): evidence-backed track record, testimonial and performance-advertising controls surfaced in every IC memo.
• Delaware Revised Uniform Limited Partnership Act (DRULPA): the default vehicle statute for US private funds.
• Regulation D (Rules 506(b) and 506(c)): offering and accredited/qualified-purchaser verification flows.

Vehicles institutional teams use here

US institutional teams typically operate through Delaware LPs and LLCs, often paired with a Cayman feeder for non-US investors and a US blocker for tax-exempt LPs. Reuben AI stores master-feeder and blocker relationships natively, with side-letter tracking and MFN comparability at the LP-record level.

Reporting and currency norms

Base currency is USD. Quarterly LP reporting to ILPA reporting standards is the norm; capital calls and distributions follow ILPA call and distribution notice templates.

Operating context

Support and product hours cover ET and PT. Data isolation is per-workspace with US region residency available on request. SEC exam-ready audit trail on every decision.

Enterprise controls

Standard authentication is email and password with optional MFA, plus Google sign-in (which also powers Google Drive ingestion into the workspace). SSO/SAML is available for enterprise customers on request. Per-workspace data isolation is default, with data residency options described on our Trust and Security pages.

Reuben AI is not a legal, tax or regulatory advice tool. Fund formation, licensing and reporting decisions should be taken with qualified local counsel and administrators.