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Friday 4:01pm.
The LP letter drafts itself.

Positions marked, gross and net exposure refreshed, monthly NAV sheet rebuilt, quarterly letter draft in your inbox. You haven't opened Excel once.

Build my fund ops stack →
42
Positions tracked live
18
LPs in the roll
$48M
AUM under the roof
13min
Avg build time

Workflows it runs for you

Position marks

Pulls prices intraday, journals fills from the prime broker, tags by strategy book.

NAV sheet builder

Strikes end-of-month, reconciles cash, drafts the NAV pack for the admin.

LP letter drafter

Writes the monthly update from your attribution, tone matched, you approve and send.

Polygon.io
Tradier
Intrinio
Alpaca
IEX Cloud
Plaid
Anthropic
Supabase

Run the book, not the back-office.

Start free →