AI-generated LP updates with live data. Select your template, review the draft, and publish. No more copy-paste from Carta to PowerPoint.
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.
Copy data from Carta. Paste into Excel. Format. Copy into slides. Check formulas. Repeat for each fund.
TVPI looks wrong. IRR does not match. Spend hours reconciling before you realize it is a cell reference issue.
LP updates due on the 15th. You start on the 10th. It is the 20th before they go out.
Derek pulls live data, applies your template, and drafts every section. You review and publish. Reports go out on time, every time.
Interactive web decks with cover metrics, TVPI grids, portfolio tables, and market commentary. Keyboard navigation and PDF export included.
Select fund, period, and template. Derek pulls the latest data and drafts every section. You review and publish — no assembly required.
Distribution and exit pipeline reports with waterfall charts. Show your LPs where returns are coming from and what is in the pipeline.
LP Update, Quarterly Letter, Board Presentation, DPI Overview — pick a template and customize. Save your versions for next quarter.
Every report ever generated, searchable by type, fund, and period. Need Q3 2024 for Fund I? Find it in seconds, not in email threads.
Choose your report type, fund, and period. Derek knows your portfolio data is already current.
Derek generates metrics, tables, commentary, and charts. Edit inline, tweak language, approve each section.
Send to LP portal, export PDF, or share a secure link. Your LPs get polished updates without your manual labor.
Interactive web decks, PDF exports, or direct publish to your LP portal. Same data, multiple formats, zero extra work.
Book a 20-minute demo. Watch Derek generate an LP update from your actual fund data.