Industry-standard reports for any fund or firm

Generating reports with an automated process that meets industry standards and exceeds investors expectations — for funds of any type and investors of any size.

Automated reporting with a personalized approach

Regulations, requirements and expectations are constantly evolving. With automated document generation GPs can deliver effortless, personalized reporting in a way that reduces time, error, and risk.

Effortlessly produce documents

Replace cumbersome workflows with easy, personalized document generation.

Exceed investor expectations

Leverage industry-standard templates that exceed investor demands and reduce the need for costly follow-up.

Eliminate costly errors

Reduce the risk of manual errors by relying on an automated, interconnected investor reporting system.

Features

Capital Calls & Distributions

Produce automated professional capital call, distribution, and contribution notices in minutes.

K-1 Distribution

Automate distribution and eliminate manual errors by uploading, matching, and sending K-1s directly to investors.

Personalized Summaries

Give every investor the exact information they need with personalized, customizable investor reports.

Statements and Notices

Generate statements and notices for NAV, capital accounts, ILPA-compliant capital calls, management fees, and more.

Asset Reports

Give your investors a polished reporting experience with professionally designed asset reports.

Custom Stationery

Enhance branding and professionalism in reports and notices by adding your custom branding or letterhead.