Quarterly reports in hours, not days
Stop spending weekends on LP reports. Our automated system pulls your portfolio data and generates beautiful, professional reports.
Professional reporting made easy
From data aggregation to LP distribution, we handle it all
One-Click Report Generation
Click a button and get a complete quarterly report. All your portfolio data, automatically aggregated.
Beautiful Templates
Professional, customizable templates that make your fund look institutional. White-label with your branding.
Automated Data Pull
Reports pull data directly from your portfolio dashboard. No more copy-paste from spreadsheets.
LP Distribution
Send reports directly to your LPs from the platform. Track who has viewed and downloaded.
Performance Analytics
IRR, TVPI, DPI calculations done automatically. Benchmark against industry standards.
Version History
Every report version saved and accessible. Compare quarter over quarter with ease.
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