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.
Get startedBuilt 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.
Infrastructure for GPs
Ventures
Create fund pages where investors commit capital and track their investments.
Contacts
Sync with your email provider to manage contacts and send invitations.
Data Rooms
Organize and share documents with investors through secure links.
Expenses
Upload receipts and invoices to digitize and organize your records.
Multiples
Upload PDF reports and convert data into graphs and charts.
Events
Create and manage fund events with full event history.
Overview
Get seed-level allocation in later-stage deals through a compliant sponsor structure.
Time Machine
Access historical deal data and track allocation changes over time.
GP 1 Seed
Get seed-level allocations in your best deals through the Alpha Protocol.
GP 1 Commit
Commit capital to deals with better allocation rights and sponsor economics.
Management
Ventures
Create fund pages where investors commit capital and track their investments.
Contacts
Sync with your email provider to manage contacts and send invitations.
Data Rooms
Organize and share documents with investors through secure links.
Expenses
Upload receipts and invoices to digitize and organize your records.
Multiples
Upload PDF reports and convert data into graphs and charts.
Events
Create and manage fund events with full event history.
Vehicles
Alpha Protocol
Overview
Get seed-level allocation in later-stage deals through a compliant sponsor structure.
Time Machine
Access historical deal data and track allocation changes over time.
GP 1 Seed
Get seed-level allocations in your best deals through the Alpha Protocol.
GP 1 Commit
Commit capital to deals with better allocation rights and sponsor economics.