Quarterly reporting in minutes, not weeks.
AI-drafted LP updates, DPI overviews, and board decks — every number cited, reviewed by you, published as interactive decks or PDF.
The quarterly fire drill, every quarter.
Numbers from the cap table, narrative from memory, formatting from scratch. Two weeks of assembly for a deck that’s stale the day it lands.
Exports pasted into slides, charts rebuilt by hand, every number re-checked three times before sending.
Deal notes, valuations, and KPIs live in different tools — the story gets rewritten from scratch every quarter.
Attachments nobody can query. Every follow-up question starts another email thread.
Reporting that writes itself — you stay the editor.
Drafting, formatting, citations, and delivery handled. Your judgment stays in the loop.
Quarterly letters and decks drafted from your live fund data — every figure cited to its source.
Publish updates as web decks LPs can explore — or export board-ready PDF when that’s the ask.
Distribution history, waterfall context, and pacing — the answer to “when do we get money back?” in one view.
House styles for updates, letters, and board packs — set once, reuse every quarter.
AI drafts, you redline, approvals are logged. Nothing ships without your sign-off.
Deliver through the LP portal with receipts — know who opened what, and when.
Three steps to a shipped update.
Start from your house style — quarterly update, annual letter, or board pack.
Derek drafts from live fund data with citations. You edit, redline, and approve.
Interactive web deck or PDF, delivered through the portal with open tracking.
Plugs into your existing stack
Derek syncs with the tools you already use. No rip-and-replace required.
Four modules. One record of truth.
Ship your next LP update in an afternoon.
Book a 20-minute demo and watch a quarterly update go from data to draft to delivered.
Request a demo