The operating system for private-market LPs
We read your fund documents, keep your portfolio live, and verify every fee and carry calculation against your LPA. One place to run every commitment you hold.
Backed by
LPs manage trillions. They still run it on a spreadsheet.
Documents everywhere
Statements, capital calls and agreements scattered across inboxes and shared drives.
Typed in by hand
Teams rekey the same numbers into spreadsheets, month after month after month.
Fees never checked
Almost no one verifies what the GP actually charged against what the LPA allows.
Read. Monitor. Verify.
Everything your back office does by hand, run automatically and checked against the source.
Read every document
Capital calls, distribution notices, statements and K-1s, understood the day they land.
Monitor your portfolio
A live capital account for every commitment, always current and ready for the IC.
Verify the math
Fees and carry checked against your LPA automatically, with anything off flagged for review.
The checks no one else runs for you.
Know your carry is right, down to the tier.
We rebuild the distribution waterfall straight from your LPA and check every tier: return of capital, preferred return, catch-up and carry. If a split is wrong, you see it before you sign off.
Catch overcharged fees before you wire.
Every management fee and expense is matched against your agreement. When a charge does not line up, we flag it with the exact clause it breaks, so you can raise it while it still matters.
Every number traces back to its page.
Click any figure in your portfolio and jump straight to the page it came from. No black box and no guessing, just a clear line from the number to the document behind it.
Run operations today. Run your whole wealth picture next.
AI Operations & Reporting Platform
- ✓Every fund report read the day it lands
- ✓A live capital account for every commitment
- ✓IC-ready reporting in minutes, not days
AI-Native Wealth OS for LPs
- ✓Your whole wealth picture in one place
- ✓Private and public holdings side by side
- ✓Ask anything and get a sourced answer
We publish our accuracy. Most never measure theirs.
aggregate extraction accuracy across 271 verified fields
waterfall classification accuracy across 4 funds
human intervention in the extraction run
This product couldn't exist two years ago
Record capital is flowing into PE. More family offices and HNIs are allocating to private markets than ever. But the operational infrastructure hasn't kept up. Enterprise tools serve the $1B+ allocators. Everyone else uses Excel.
Fund documents can finally be read accurately. LPAs are 200-page legal documents with nested cross-references, defined terms, and exhibit appendices. Until recently, no software could read them with the consistency an analyst would. Our benchmark, 97.4% across four real-world LPAs, is the proof that it can be done now.
LPs deserve infrastructure. GPs have Allvue, Juniper Square, Carta. Fund administrators have Geneva, Investran. LPs with 2 to 15 fund commitments have a spreadsheet. That gap is what we're closing.
The tools exist now. The question is whether you keep doing it the old way.
Your documents stay yours.
You are handing us your most sensitive agreements. We treat them that way, with strict controls and a simple promise: what you upload is never used to train anything.
Frequently asked
Send us your first LPA.
See your portfolio reconciled in days, not months. We onboard every partner by hand.