A self-service portal your investors will love
Give LPs real-time access to positions, capital accounts, and documents, backed by a 24/7 AI investor agent and fully automated capital calls and distributions — all tenant-isolated and secure by design.
Transparency that builds investor trust
Everything your limited partners need, delivered securely and on their schedule.
Self-service positions
Investors see their positions, commitments, and capital accounts in real time, with no waiting on the fund team to pull a statement together.
Capital accounts & documents
Capital account statements, K-1s, notices, and reports are organised in one secure place where LPs can access them whenever they need.
24/7 AI investor agent
An AI agent answers LP questions around the clock using retrieval-augmented generation grounded in each investor's own data and documents.
Tenant-isolated by design
Every LP's data is strictly isolated, so the AI agent and portal only ever surface information that investor is entitled to see.
Automated capital calls
Capital calls are generated, distributed, and tracked automatically, giving LPs clear notices and the fund team a real-time view of funding status.
Automated distributions
Distribution notices and statements flow to investors automatically, keeping everyone aligned on timing, amounts, and tax treatment.