The AI stack built for emerging fund managers.
LP reporting, financial modeling, investor CRM, and ops — without the back-office overhead.
Generate board-ready investor updates on a chosen cadence combining live financial metrics, AI-powered industry research, beautiful charts, and narrative summaries — then email them to your investor list.
Track burn rate and financial runway by combining Stripe revenue with bank account expenses from Plaid.
Model financial futures using live Stripe revenue and Plaid expenses — compare growth, headcount, and burn scenarios side by side.
Analyze bank transactions with category breakdowns, spending trends, and anomaly detection from your connected Plaid accounts.
A customizable CRM that adapts to your workflow. Describe how you work and AI designs a CRM tailored to you — or import from an existing CRM.
Manage every contract from creation to renewal. AI-powered drafting, e-signature collection, automated approval workflows, and renewal alerts — all in one contract repository.
Upload contracts, extract key terms, and monitor vendor compliance against actual invoices.
AI that organizes your inbox and drafts replies instantly. Smart prioritization, automated follow-ups, and one-click actions help you reach inbox zero and get through email twice as fast.
AI meeting notes that capture everything so you can focus on the conversation. Real-time transcription, smart summaries, automatic action items, and searchable meeting history.
Share your availability and let anyone book meetings with you. Syncs with Google Calendar for real-time availability.
AI that builds polished presentations in minutes. Describe your message and get a complete slide deck with smart layouts, data visualizations, and on-brand design — no design skills needed.
Your LinkedIn on autopilot — manage connections, engage with your network, and grow your presence. All powered by browser automation that runs on your behalf throughout the day.
Does this replace Juniper Square or Addepar?
Can Investor Reporting handle quarterly LP letters?
How does the CRM work for investor relations?
Does Scenario Analysis work for portfolio modeling?
What about compliance and contract tracking?
Is this secure enough for fund data?
The AI stack built for emerging fund managers.
Join the closed beta — free for early users.