Same team. 3x the fund capacity.
AI-Native Fund Management Platform for Venture Capital & Private Equity
Four modules that track portfolios, manage LP relationships, generate quarterly updates, and surface cross-fund insights — on one controlled record, for every fund.
| Fund | Vintage | TVPI | DPI | IRR |
|---|---|---|---|---|
| Fund I | 2019 | 2.28x | 0.92x | 31.4% |
| Fund II | 2022 | 1.68x | 0.12x | 24.1% |
| Blended | — | 1.94x | 0.48x | 27.2% |
The Status Quo
Manually assembling LP updates from Carta exports, spreadsheets, and pitch decks.
Cross-referencing portfolio data across Carta, Excel, and internal trackers.
"What's our blended TVPI across funds?" shouldn't require a fire drill.
When associates leave, context walks out the door. Deal memos, LP preferences, follow-on rationale — gone.
Four modules. One record of truth.
Portfolio Tracking
Fund dashboards, company tiles, treemap views, performance tiers — every metric from Carta, organized the way GPs actually think.
Investor Relations
LP directory, capital calls, distributions, K-1 tracking, and a portal preview — everything your LPs ask for, before they ask.
LP Updates & Reporting
Quarterly decks, DPI overviews, and board presentations — drafted by AI, reviewed by you, published in minutes.
Portfolio Intelligence
Cross-fund analytics, peer benchmarks, concentration analysis, and an AI that knows your portfolio as well as you do.
The Fund Health Strip
Built by operators who've run fund ops — not consultants guessing.
Three steps to modern fund ops
Intake
Sync your Carta data, import portfolio companies, and connect your fund structure. Derek maps everything automatically.
Track & Monitor
Real-time dashboards, automated valuation workflows, LP compliance tracking, and AI-powered alerts when things change.
Report
Generate LP Update decks, DPI overviews, and quarterly letters. AI drafts, you review. Publish as interactive web decks or PDF.
Works with the tools you already use
Built for the firms managing the work.
"Derek let us add two new funds without adding headcount. The LP Update alone saves us 40 hours a quarter."
"I finally know our blended TVPI without a spreadsheet fire drill."
"The valuation workflow alone justified the switch from manual Carta exports."
See Derek handle a complete fund cycle.
From Carta import to LP deck export — in one demo.