One portal. All your investments.

Say goodbye to manual tasks and simplify your investment workflows. Automate your document collection and extraction, and transform unstructured data into actionable insights.

Unified Document Access

Automated aggregation

Automate the collection of all your capital calls, distributions, investor updates, K-1s and other statements across investor portals and email inboxes.

One portal, one login

Say goodbye to the frustrations of resetting passwords, chasing down 2FA codes and managing endless logins.

AI Powered Data Extraction

Extract data instantly

Use AI to extract crucial entities, dates, amounts and other details from unstructured documents.

Drive insights

Summarize investment documents and surface actionable insights across a trove of documents, emails and other sources.

Tailored Workflows

Simplify operations

Facilitate back office workflows such as reviews and approvals, audit trails, cash management, K1 tracking, and much more.

Customize the solution

Tailor fit the software to your workflow and reporting needs, not the other way around.

“It's my one stop. I leave the tab open and use it throughout the day.”
"After using the product for a couple of months, I realized that I never want to log into an investor portal again."
“Very sticky and easy to use because you have everything in one place.”

Ready to simplify your investment workflows?