Reference Implementation
From messy founder updates to personalized LP reports.
One click. 20 seconds.
The Problem
11 portfolio companies. 11 different formats. ARR reported as "~2.3M", burn rate as "130k (negatif)", runway as "infinite lol". Every quarter, someone on your team spends days cleaning this before they can even start the report.
The Stack
The data exists. It's just scattered.
Each tool holds a piece of the picture. No tool holds the full picture. The missing link isn't another platform. It's the glue between them.
The Pipeline
One button. Four steps. The pipeline reads your messy data, normalizes it with AI, cross-references your cap table, computes each LP's pro-rata, and generates personalized PDF reports. In under 20 seconds.
AI reads 11 messy responses
Cross-ref with cap table
Pro-rata for each investor
4 branded PDFs, ready to send
The Output
From noise to signal.
The consolidated portfolio shows every company's MOIC, ARR, runway, and status. Watch list items are flagged automatically. Top performers highlighted. No analyst required to read 11 emails.
DataNest SAS
4.25x MOIC
Series B · Cash flow positive
MediScan Ltd
1.23x MOIC
Watch list · 7 months runway · Lost NHS contracts
Personalized LP Reports
Same pipeline, different output per LP. Page 5 of each PDF contains that LP's personal account statement with their called capital, distributions, NAV, and TVPI. Branded, paginated, ready to email.
Your branding, automatically applied.
Logo, colors, typography, footer disclaimer, page format. Every PDF generated in your visual identity. No design work per quarter.
Built With You, Not For You
Every fund operates differently. Different tools. Different LP segments. Different reporting cadences. Different metrics that matter. We don't sell you a one-size-fits-all platform and ask you to adapt.
We map your existing process, identify the friction, and build the automation around how you already work. The demo above shows one possible build. Yours will look different, because your fund is different.
Carta, Affinity, Edda, Excel exports, Notion, Airtable, Google Sheets, custom databases. If it has an API or can export, we connect it.
PDF reports, Excel files, Notion pages, Slack summaries, emails to LPs. We build what fits your distribution flow.
Your logo, your colors, your typography, your tone. Each report looks like it came from your fund, not from a SaaS template.
Compatibility
We don't replace your tools. We connect them.
This demo runs on Airtable. But the same automation works with Edda, Affinity, Attio, HubSpot, Carta, Juniper Square, or any tool with an API. We build on top of what you already use. No migration. No new platform to learn.
Don't see your tool? We build custom integrations every week. If it has an API, we connect it. If it doesn't, we find a way.
Ready when you are
Book a free 30-minute Stack Scan. We map your current tools, identify the friction, and show you what's automatable. No commitment, no migration.
Book a Stack Scan