What you get

Complete transparency across every fund you hold.

Every number in your portfolio, read, tracked and checked, with a clear line back to the document it came from.

Waterfall Validation

Know your carry is right, down to the tier, every time you take a distribution.

Fee Check

Catch overcharged fees before you wire the money, flagged against your agreement.

Portfolio Analytics

Exposure, performance and cash flows across every fund, in real time.

Capital Account Tracking

A running account for every commitment, always current and reconciled.

Key-Date Monitoring

Never miss a capital call or election window, with alerts before they matter.

Document Intelligence

Every report understood the moment it arrives, with the numbers pulled out for you.

Waterfall Validation

Your carry, checked against the waterfall in your LPA.

We rebuild every distribution from your agreement and check each tier in order. If a split does not match what you signed, you see it before you sign off.

Distribution waterfallVERIFIED
1Return of capital$31.2M
2Preferred return · 8%$2.5M
3GP catch-up$0.6M
4Carried interest · 20%$3.1M
Fee Check

Catch overcharged fees before you wire.

Every fee and expense is matched against your agreement. When a charge does not line up, we flag it with the exact clause it breaks.

Fee reconciliationQ4 statement
Management fee$240,000as agreed
Fund admin expense$18,400as agreed
Organizational costs$42,100over cap
Exceeds the $25,000 cap in §6.2 by $17,100
One connected view

Every figure traces back to its source.

No black box and no guessing. Click any number in your portfolio and jump straight to the page it came from, so you can always show your work.

Committed capital
$48.0Msource →
LPA · Schedule A · p.12
Total commitment $48,000,000

See your portfolio with full clarity.

Send us your first LPA and we will show you what complete transparency looks like.