How funds use Derek.
From emerging managers to established firms, Derek adapts to your fund operations workflow.
Running a first fund with a team of two. Every hour spent on LP updates is an hour not spent sourcing.
Derek handles portfolio tracking, LP compliance, and quarterly deck generation. Cap Table syncs automatically.
First LP update in 15 minutes instead of 2 weeks.
Managing a harvesting fund, an investing fund, and six SPVs. Blended metrics across vehicles are a nightmare.
Cross-fund dashboards, a unified LP directory, and one-click TVPI / DPI / IRR across all vehicles.
Blended fund metrics. LP questions answered in minutes, not days.
K-1 tracking in spreadsheets. Wire status in email. LP preferences in someone's head.
Tax Center, capital activity tracker, communications log, and LP portal preview — all in one place.
Missed K-1 deadlines. LP compliance at 100%; ops team from 3 to 1.
The board wants a sector concentration analysis by Thursday. Data lives in four different systems.
AI-powered cross-fund analytics with natural-language queries — "Show me SaaS concentration across the portfolio."
Board-ready analysis, with rebalancing suggested against peer benchmarks.
Ready to see Derek in action?
Walk through a live fund demo — portfolio dashboards, LP updates, cross-fund analytics — in 15 minutes.
Request a demo