.407ef36e.png&w=256&q=75){kind=small}
Smart Modules
Modern, AI-native building blocks to automate investor workflows, reduce manual work, and keep LPs informed in real time.
Smart Modules
🚀 Just Launched
ILPA Reporting Tool
Convert Reports to ILPA Format. Delivered in 48 Hours
KYC Call Results Automation
Turn Manual KYC Calls into Automated AI calls
Transfer Agent
Streamline TA-2 & KYC/AML Workflows
Fundraising Support
Digitize Investor Workflows
Risk / Audit Automation
AI-Native Workflows that Reduce Audit Findings & Investor Delays
K-1 / T5013 Generation
Generate & Deliver Investor Tax Forms in Minutes
Recommendation System
Surface the right deals and follow-ups for each investor in real time.
Waterfall Distribution
Automate complex waterfall calculations and investor statements.
Knowledge Assistant
Let teams query fund docs, SOPs, and FAQs via a secure AI assistant.
.407ef36e.png&w=1920&q=75)
