Next Matter

The low-code studio for building auditable, AI-native workflows. Map human tasks, system calls and agent decisions into one high-fidelity process.

Next Matter processes fund data, generates reports, and routes them for human approval, including audit trails, citations, and maker-checker workflows.

Investors can onboard, complete KYC, and manage capital calls through a branded, login-free interface that integrates directly with existing workflows.

Every workflow, decision and AI output is captured with full audit trail, approvals, RBAC and exportable evidence for regulators and internal audit.

Adopt AI in regulated operations without failing an audit: keep humans in the loop, govern every step, and capture a complete audit trail by default.

Next Matter integrates AI into regulated processes without replacing existing systems, using connectors and a typed API to link CRMs, ledgers, KYC, and data-room tools.

How regulated financial services firms run investment governance, embedded finance, fund operations and bank-grade ops on Next Matter.

Essays on orchestration, AI agents, automation debt and the real plumbing behind modern asset management. Written by the Next Matter team.

Allvue serves as an all-in-one fund accounting and portfolio management system of record, while Next Matter adds orchestration and governance for existing systems via no-code workflows, AI agents, and maker-checker approvals.

Appian is a general-purpose enterprise low-code platform built and maintained by IT; Next Matter is fund-ops-native, no-code orchestration that operations teams own themselves, with maker-checker approvals and a timestamped audit trail by default.

Camunda is a general-purpose, developer-built orchestration engine; Next Matter is fund-ops-native orchestration that operations teams build themselves, with maker-checker approvals and a timestamped audit trail by default.

Carta functions as a fund accounting and administration system of record, whereas Next Matter provides orchestration and governance across existing systems with maker-checker approvals and audit trails.

The Next Matter team includes former leaders from MSCI, J.P. Morgan, BlackRock, and McKinsey, focusing on orchestration for regulated financial operations.

Next Matter provides an orchestration platform for regulated financial operations, managing fund and client workflows across AI agents, systems, and human approvals with full audit trails.

A 30-minute session with the solutions team demonstrates how agentic orchestration applies to onboarding, capital calls, NAV, or reporting using real processes.

Capital calls, NAV cycles, investor onboarding and audit requests - run as governed, auditable processes. Built for fund administrators and asset servicers.

The Data Processing Agreement (DPA) covering Daizy NM Limited's processing of personal data on behalf of Customers under Art. 28 GDPR.

How Next Matter processes personal data of customers, website visitors, applicants and employees under the GDPR.

Terms of Service governing the Next Matter Platform provided by Daizy NM Ltd.