From emerging managers to established firms, Derek adapts to your fund operations workflow.
Challenge
Running Fund I with a team of 2. Every hour spent on LP updates is an hour not spent sourcing.
Solution
Derek handles portfolio tracking, LP compliance, and quarterly deck generation. Carta syncs automatically.
Result
40 hours saved per quarter. First LP Update generated in 15 minutes instead of 2 weeks.
Challenge
Managing Fund I (harvesting), Fund II (investing), and 6 SPVs. Blended metrics across funds are a nightmare.
Solution
Cross-fund dashboards, unified LP directory, and one-click TVPI/DPI/IRR calculations across all vehicles.
Result
Instant blended fund metrics. LP questions answered in minutes, not days.
Challenge
K-1 distribution tracking in spreadsheets. Wire status in email. LP preferences in someone's head.
Solution
Tax Center, Capital Activity tracker, Communications log, and LP Portal preview — all in one place.
Result
Zero missed K-1 deadlines. LP compliance at 100%. Operations team reduced from 3 to 1.
Challenge
Board wants a sector concentration analysis by Thursday. Data lives in 4 different systems.
Solution
PortfolioIQ: AI-powered cross-fund analytics with natural language queries. "Show me SaaS concentration across Fund II."
Result
Board-ready analysis in 10 minutes. AI suggests rebalancing based on peer fund benchmarks.
Walk through a live fund demo — portfolio dashboards, LP updates, cross-fund analytics — all in 15 minutes.