Telona

Shows you your wealth. Then runs it.

The AI wealth-operations agent for investors and family offices with complex portfolios — LP positions, entities and real estate.

Chases every document — K-1s, statements and notices — followed up until they land.
Runs the capital-call workflow — Validates the notice, flags changed wire details, prepares the card.
Keeps books & compliance current — Reconciles cash, tracks entity deadlines, assembles the CPA pack.

Read-only. The agent prepares and verifies — you approve every move.

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