Transform fund reports into actionable insights, instantly
Upload your quarterly statements and capital account reports to automatically extract key performance metrics. From static PDFs to dynamic dashboards - see your TVPI, DPI, and MOIC calculations come alive through intelligent document processing.
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Built for the next generation of industry leaders
Upload once. Validate. Analyze.
From document chaos to portfolio clarity in minutes. Built-in validation ensures accuracy every time.
Drag-and-drop PDF processing with advanced document recognition
Review and validate extracted data before final import
Support for capital account statements, fund reports, and distribution notices
Excel and CSV upload options for clean data exports
Portfolio-wide performance visibility
Track TVPI, DPI, and MOIC across your entire fund portfolio
Categorize investments by asset class: VC, PE, Private Credit
Monitor contributions, distributions, and NAV changes over time
Cloud-based portfolio management
Access your investment data from anywhere, anytime.
Real-time portfolio access from any device
Comprehensive holdings overview with performance metrics
Customisable dashboards tailored to your reporting needs
Export capabilities for LP updates and team presentations
Because your reports deserve smarter insights
Upload once. Validate. Analyze.
From document chaos to portfolio clarity in minutes. Built-in validation ensures accuracy every time.
Portfolio-wide performance visibility
Track TVPI, DPI, and MOIC across your entire fund portfolio. Categorize investments by asset class and monitor NAV changes over time.
Cloud-based portfolio management
Real-time portfolio access with customizable dashboards and export capabilities for LP updates and presentations.
Fully delivered infrastructure for GPs
Ventures
Create fund pages where investors can commit capital and track their investments in real-time.
Contacts
Sync with your email providers to manage contacts and send invitations through an integrated CRM.
Data room
Organize and share important documents with investors through secure, shareable links.
Expenses
Upload receipts and invoices to automatically digitize and organize your expense records.
Multiples
Upload PDF reports and automatically convert data into interactive graphs and charts.
Events
Create and manage fund events while tracking your complete event history.
Fund
Launch multi-LP structures with automated capital calls and real-time investor tracking.
Rollup
Consolidate smaller checks into one vehicle to simplify governance and administration.
SPV
Spin up deal-specific vehicles to pool capital and execute single-asset investments efficiently.
Feeder
Route capital into your master fund while managing distinct investor groups separately.
Overview
Secure seed-level allocation in later-stage deals using a compliant sponsor engine.
Time Machine
Access historical deal data and track allocation changes over time with complete transparency.
GP 1 Seed
Secure seed-level allocations in your highest-conviction deals through the Alpha Protocol.
GP 1 Commit
Commit capital to deals with enhanced allocation rights and sponsor economics.
Management
Ventures
Create fund pages where investors can commit capital and track their investments in real-time.
Contacts
Sync with your email providers to manage contacts and send invitations through an integrated CRM.
Data room
Organize and share important documents with investors through secure, shareable links.
Expenses
Upload receipts and invoices to automatically digitize and organize your expense records.
Multiples
Upload PDF reports and automatically convert data into interactive graphs and charts.
Events
Create and manage fund events while tracking your complete event history.
Vehicles
Fund
Launch multi-LP structures with automated capital calls and real-time investor tracking.
Rollup
Consolidate smaller checks into one vehicle to simplify governance and administration.
SPV
Spin up deal-specific vehicles to pool capital and execute single-asset investments efficiently.
Feeder
Route capital into your master fund while managing distinct investor groups separately.
Alpha Protocol
Overview
Secure seed-level allocation in later-stage deals using a compliant sponsor engine.
Time Machine
Access historical deal data and track allocation changes over time with complete transparency.
GP 1 Seed
Secure seed-level allocations in your highest-conviction deals through the Alpha Protocol.
GP 1 Commit
Commit capital to deals with enhanced allocation rights and sponsor economics.