Platform
They are sold separately because not everyone needs all three. They are built together because the value is in the handoff: extraction feeds consolidation, and consolidation feeds what your partners read.
01
K-1s, capital account statements, operating agreements and closing documents, extracted into structured data with every figure traceable back to the page it came from.
Teams processing statements from more sponsors than one person can reasonably track by hand.
02
Consolidated reporting across entities, with effective ownership computed through every tier — so a position three layers down reports at the percentage you actually hold.
Structures complex enough that the ownership chain is not obvious to a new hire.
03
Capital accounts, contributions and distributions, allocations and waterfalls, and partner statements that arrive without a week of assembly.
Sponsors and funds reporting to outside partners on a recurring cycle.
We are onboarding deliberately rather than opening self-service sign-up. Tell us about your structure and we will tell you honestly whether this fits — including when it doesn't.