LP commitments, capital activity, tax documents, and communications — all in one place. When an LP calls, you have the answer.
LP commitments in one spreadsheet. Wire status in email. K-1 delivery tracked on paper. Your investor relations workflow is held together by tribal knowledge and hope.
K-1s due, W-8s expiring, LPs calling. Every March is a fire drill with no clear status board.
Who wired? Who is late? Which LP needs a reminder? The answers are in three different places.
What did we tell LP X last quarter? Who talked to them? Check email, Slack, and hope you find it.
Every LP, every commitment, every interaction — organized and searchable. Know your investors better than they know themselves.
100+ LPs with commitment, contribution, NAV, distributions, and compliance status — searchable and filterable. Every LP, every fund, one view.
Capital calls and distributions — create notices, track responses, record receipts. See who wired and who needs a nudge.
K-1 generation status per LP, per fund, per year. W-8/W-9 collection with expiry warnings. Never miss a tax deadline.
Every email, every call, every touchpoint — logged and searchable by LP. Full history at your fingertips.
See exactly what your LPs see before you publish. Their commitments, NAV, documents — all in one clean view. Catch errors before your investors do.
Bulk upload from your existing spreadsheets or sync from your admin. Derek normalizes names, addresses, and tax IDs.
Capital calls go out, responses come in, wire receipts are logged. Tax documents collected and tracked automatically.
Review the LP view, approve, and publish. Your investors see their data instantly, no email attachments needed.
Sync LP data from Carta, Juniper Square, or your existing admin reports. No double entry, no reconciliation headaches.
Book a 20-minute demo. See how Derek transforms your investor relations workflow.