Reporting that writes itself
Build any report without code, ground it in a single governed data warehouse, and let AI draft the narrative — then schedule automated runs and exports to PDF, XLSX, and PPTX for every LP.
From raw data to LP-ready in minutes
Everything your finance and IR teams need to report with speed and confidence.
No-code report builder
Drag fields, metrics, and visualisations onto a canvas to assemble exactly the report you need. No SQL, no spreadsheets, no waiting on the data team.
ILPA & IPEV-compliant templates
Start from pre-built capital account statements, quarterly reports, and valuation packs that follow ILPA and IPEV standards out of the box, ready for LP distribution.
Unified data warehouse
Every fund, deal, and portfolio metric flows into a single governed warehouse, so every report draws from one consistent, audit-ready source of truth.
AI report generation
Natural-language generation drafts the narrative commentary around your numbers — performance summaries, portfolio updates, and LP letters — in seconds.
Conversational analytics
Ask questions of your data in plain English and get instant charts and answers. Text-to-insight turns a question into an analysis without building a query.
Scheduled runs & exports
Automate recurring report runs and deliver polished PDF, XLSX, or PPTX exports to inboxes and the LP portal on the cadence your investors expect.