Everything your LPs ask for — before they ask.
LP directory, capital calls, distributions, and tax documents in one place — with a live portal your LPs can see for themselves.
When an LP calls, you scramble.
Commitments in one spreadsheet, wire confirmations in email, K-1 status in your accountant's inbox. Every LP question turns into an afternoon of archaeology.
K-1 deadlines tracked by memory. Extension requests buried in email threads. One missed deadline sours an LP relationship.
Call notices, wire confirmations, and outstanding balances live in three places. Reconciliation is manual every quarter.
Who asked what, who got which document, who prefers calls over email — it all lives in someone’s head until they leave.
Investor relations without the spreadsheet maze.
The full LP lifecycle — directory, capital activity, tax documents, and a portal — on one record of truth.
Every LP with commitments, contacts, preferences, and full history — one profile per relationship.
Issue calls, track wires, and chase outstanding balances from a live status board with a full audit trail.
Record distributions with the waterfall math handled — DPI updates itself, LPs get notified.
Every tax document tracked from draft to delivered. Deadlines visible to the whole team, nothing slips.
Every touchpoint logged in one place — the whole team sees the same relationship, always.
Give LPs a live, secure view of performance, capital accounts, and documents — no more PDF ping-pong.
From scattered records to one LP system.
Bring commitments, contacts, and history in from spreadsheets — Derek structures them into one directory.
Calls, distributions, and documents flow through tracked workflows with notifications built in.
Invite LPs into their own live view — most questions answer themselves.
Plugs into your existing stack
Derek syncs with the tools you already use. No rip-and-replace required.
Four modules. One record of truth.
Give your LPs answers before they ask.
Book a 20-minute demo and see the LP lifecycle handled end to end — from first commitment to K-1 delivery.
Request a demo