LP Updates & Reporting

Quarterly decks in minutes, not weeks.

AI-generated LP updates with live data. Select your template, review the draft, and publish. No more copy-paste from Carta to PowerPoint.

The Problem

Every quarter, the same fire drill.

Pull Carta data, update the spreadsheet, copy into PowerPoint, fix the TVPI formula, chase market commentary. By the time you are done, it is already late.

Manual Assembly

Copy data from Carta. Paste into Excel. Format. Copy into slides. Check formulas. Repeat for each fund.

Formula Errors

TVPI looks wrong. IRR does not match. Spend hours reconciling before you realize it is a cell reference issue.

Always Late

LP updates due on the 15th. You start on the 10th. It is the 20th before they go out.

The Solution

LP reporting that writes itself.

Derek pulls live data, applies your template, and drafts every section. You review and publish. Reports go out on time, every time.

LP Update Decks

Interactive web decks with cover metrics, TVPI grids, portfolio tables, and market commentary. Keyboard navigation and PDF export included.

AI Draft Generation

Select fund, period, and template. Derek pulls the latest data and drafts every section. You review and publish — no assembly required.

DPI Overviews

Distribution and exit pipeline reports with waterfall charts. Show your LPs where returns are coming from and what is in the pipeline.

Template Library

LP Update, Quarterly Letter, Board Presentation, DPI Overview — pick a template and customize. Save your versions for next quarter.

Reports Archive

Every report ever generated, searchable by type, fund, and period. Need Q3 2024 for Fund I? Find it in seconds, not in email threads.

How It Works

From data to deck in three steps.

1

Select Template

Choose your report type, fund, and period. Derek knows your portfolio data is already current.

2

Review AI Draft

Derek generates metrics, tables, commentary, and charts. Edit inline, tweak language, approve each section.

3

Publish & Share

Send to LP portal, export PDF, or share a secure link. Your LPs get polished updates without your manual labor.

Output Formats

Publish however your LPs prefer.

Interactive web decks, PDF exports, or direct publish to your LP portal. Same data, multiple formats, zero extra work.

Web
PDF
Portal
PPTX

Stop dreading quarterly updates.

Book a 20-minute demo. Watch Derek generate an LP update from your actual fund data.