Investor reporting.
An orchestrated workflow.
Ground quarterly letters, ILPA templates, DDQs, and ad hoc LP requests in approved portfolio evidence — so every statement retains its provenance from draft through distribution.
All workflowsEstablish the system of record
The reconciliation agent collects the approved period-end data and records the owner, version, and approval state of every supporting schedule, from capital account statements to fee and expense detail.
Generate the narrative
Retrieval-augmented drafting produces portfolio developments and risk commentary from underlying evidence, in the firm’s established structure and voice, with each sentence linked to its source.
Reconcile across documents
Cross-document consistency checks compare figures and defined terms across the quarterly letter, ILPA template, investor presentation, and DDQ responses, surfacing differences to the relevant owner.
Route for approval
The compliance verifier screens for performance presentation and SEC Marketing Rule issues, then packages the draft with source links and a redline history for IR and CCO sign-off.
Human-in-the-loop control
Investor relations and the chief compliance officer approve every external communication. Agents never distribute investor materials independently.
Extraordinary work.
Collective intelligence.
See what an orchestrated agent team can do inside your investment process.