Sales up. Costs down.
With data and AI done right
for fund distribution.

3xlead conversion on the advisers we prioritise
2xredemption risk in the clients we flag, up to 3 months early
$260kless a year than building it in-house
1 in 3first investments came from advisers we found first
3xlead conversion on the advisers we prioritise
Book a Demo See the platform
3x Lead conversion on the advisers we prioritise. Advisers on our New leads list made a first investment within 3 months at over 3 times the rate of advisers not on it. Measured on 10 months of lists, August 2025 to May 2026, averaged across clients.
2x Redemption risk in the clients we flag, up to 3 months early. Top clients we flag as at risk were 2.6 times as likely as other top clients to have net money out over the next 3 months. Measured, same period.
$260k Less a year than building it in‑house. Running the equivalent in-house costs about $421,000 a year for a 20-user firm, against $160,000 with us. Modelled; see our cost comparison.
1 in 3 First investments that came from advisers we found first. Of all new advisers’ first-investment dollars, between a third and 59% per client came from advisers already on our New leads list. Measured, August 2025 to July 2026. It shows we found them first, not that we caused the investment.
Averages across our subscriptions.
Trusted by Australian asset managers
Global X ETFs Global X ETFs · SubscriptionFull platform on an ongoing subscription: data, analytics, Sherpa and automation. Talaria Capital Talaria Capital · SubscriptionFull platform on an ongoing subscription: data, analytics, Sherpa and automation. Magellan Financial Group Magellan Financial Group · ConsultingFull platform deployment, 2022 to 2024. Challenger Challenger · ConsultingCRM data clean-up and BI reports, 2022 to 2025. L1 Capital L1 Capital · ConsultingFull platform deployment, 2021 to 2024. Ellerston Capital Ellerston Capital · ConsultingMid platform deployment, 2023 to 2025.
Works with the tools you already pay for

What changes for your team

We don’t replace your systems, we make them pay off.

Your BDMs call the right advisers

Ranked lists say who to call, why, and what to raise, pushed into the CRM your team already works in.

Your day, ready in your inbox

Each morning, agents send who to call, briefs for today’s meetings and follow-up drafts.

A CRM your team actually uses

Adviser records fixed automatically, so your sales team trusts what it sees and keep it up to date.

Marketing ROI you can show

Bot clicks filtered out, and every campaign and lead linked to the money it brought in.

AI that gets used

100% adoption of the AI assistant across every subscription client, on models you approve.

Operations and compliance, handled

Daily checks on every data load, alerts when one fails, and a record of every AI chat.

Best practice, built in

Your best sales process, followed every time.

We provide tried-and-tested workflows for sales, marketing and operations. Built from how your users actually work and designed with sales effectiveness coaches.

1Plan
Today’s Priority List Targeted Call & Visit List
2Prepare
Meeting / Call Prep Account / Adviser Research Brief Contact 360
3Follow up
Follow-up Drafting Morning Meeting Brief
4Market
Campaign & Engagement Review Marketing Leads for Sales Marketing Brief
5Keep it clean
CRM Hygiene Check Set Up a Recurring List
The platform

One platform. Six products.

Each one finds new investors, keeps clients or takes admin off your team. All on the same clean data.

Compass

Analytics and reporting: dashboards, automated reports, and ranked lists of who to call and why.

Atlas

Find advisers nearby, plan the trip, and log visits to your CRM.

5 advisers within 2 km

Outpost

Say what you want to send. AI drafts the email from your CRM, flows and notes.

Meeting follow-up Sent
Fund update Ready
New adviser intro Drafting

Sherpa

An AI assistant that answers from your data and shows its working.

Prep me for my 2pm call.
CRM Flows News
Brief ready. Where things stand, recent flows, one thing to raise.

OpsFlow

Compliance checklists, audits and incidents, with alerts when something slips.

Daily NAV reconciliation Done
Platform files loaded Done
Registry upload Late
Client reports Waiting

Foundry

Your data in one place, joined and checked every day.

Your CRM Checked
Platform files Checked
Share registry Checked
Email Checked
How we work

Not another tool to manage. Real outcomes for your business.

We embed, build and run it for you, so your team gets the results without the overhead.

1

An engineer joins your team

One person, not a village. They learn your data, your CRM and how your team works.

2

A pilot in weeks

Built on your own fund data and connected to the tools you already use. 35+ integrations ready.

3

We run it

Data checks, models, agents and updates, managed for you. Swap AI models without a rewrite. No new headcount.

Who we are

Built by people who know asset management from the inside.

Technology and fund distribution experience, in one team.

Antony Bergeot-Lair

Antony Bergeot-Lair

Co-founder · Technology and data

Executive MBA. Senior Tech, Data and AI CTO. Worked internationally and locally with Fund Managers. Passionate about progress and facts over opinions.

Graeme Mather

Graeme Mather

Co-founder · Growth and strategy

Senior investment industry executive with more than 25 years in asset management. Led Schroders’ distribution team of 120 people, and grew teams at Mercer to 160 staff.

Why Datafabric

Why not just…?

The questions every buyer asks us. Each answer links to the full argument.

Why not Copilot, Claude, ChatGPT or Grok?

Generic AI can’t see your live data, doesn’t know your terms and doesn’t follow your compliance rules. Sherpa does, and picks the right model for each task.

Generic AI vs purpose-built →

Why us over KPMG, Deloitte or another big firm?

A big firm learns your industry on your bill, hands over and leaves. We have already built it. Year one: about $718k for licences plus consulting, against $160k with us.

We compete with consultants, not software →

Why not build it in-house?

66% of enterprise software builds run over budget, and 60% of in-house AI projects are abandoned for want of AI-ready data.

Build vs buy →

Why not another SaaS tool?

SaaS sells you a tool and leaves your team to make it work. We sell the outcome: an engineer embedded with you, and a platform tailored from day one.

Why SaaS fails asset managers →

And if you already have the people and simple data, you may not need us. We would rather say so up front.

Our clients

What our clients say

“Datafabric integrates our CRM and marketing ecosystem, bringing together data from multiple platforms to provide insights that support more informed sales and marketing decisions.”
Head of Marketing, Global X ETFs Australia
“Consolidated, cleaned, and enhanced data is crucial in this day and age and with the embedded AI overlay, Datafabric continues to help us be more efficient, save time and understand our clients better.”
Talaria Sales and Marketing Team
Trust and security

Questions COOs ask

Where is our data hosted?

In Australia, in Sydney and Melbourne. Never used to train AI models.

What if we leave?

You lose nothing. We hand over your data, models and reports, and support the transition.

How does it connect?

35+ ready integrations: Salesforce, HubSpot, Pardot, platforms and registries.

Who controls what AI sees?

You do. AI runs as the user, sees only what they can, and every chat is on record.

SOC 2 Type 1 Hosted in Australia Never used for training Every AI chat on record Role-based access

Visit the Trust Center →

Insights

Opinions and insights from the blog

View all articles →
Positioning 4 Nov 2026

We don’t compete with Salesforce or HubSpot. We compete with the consultants who set them up.

Read →
Cost 19 Sep 2026

Australian AI for asset managers: a third of US vendor cost

Read →
AI 24 Apr 2026

ChatGPT, Claude, Gemini and more: why asset managers need the right model for each task

Read →

What’s the one issue we could fix for you first?

See a demo on your own fund data. Pilots run in weeks, not months.

Book a Demo

or email info@datafabric.com.au