Endowments
IC packets in your house format, and a record that outlasts staff turnover.
Built around your investment team
Where allocators manage their memory.
Diligence, relationships and operations in one system your whole team works in daily. Ready on day one, then built around how you invest: your stages, your IC memo, your reports, your brand.
Book a workflow session or try the sample desk
Standard desk live in days. Every build scoped and priced before we start. See how builds work.
Built for your team, not the average one.
An endowment, a wealth manager and a fund of funds don't run the same process, so they shouldn't live with the same compromises. Each starts on the same maintained platform, then we build it around how that team works.
Foundations
Coverage a lean team can keep up with, and board-ready reporting, with mission or impact tracking where you need it.
Pensions
Board and consultant reporting in the format they already expect, with a full audit trail behind every decision.
Family offices
Summaries for principals, with entities, directs and co-invests alongside the funds.
Wealth managers
Commitments and capital calls tracked client by client, and client-ready reports under your brand.
Fund of funds
Diligence on the underlying managers, plus reporting and DDQs for your own investors.
What the desk covers
GP relationship management and coverage history
Diligence playbooks, IC synthesis, and decision journals
Obligations tracking, document review, and audit packages
Bespoke, on one maintained platform
Start on the standard desk, configure it to your process, or deploy a white-labeled version in your firm's name. Every build runs on the same core platform, so you keep every upgrade.
Recently built for an LP team: a meeting-capture tool that records diligence calls on the analyst's own device, transcribes them with LP vocabulary, and turns each call into a recap, meeting notes or a full IC memo, with a 60-second prep brief before each follow-up.
What teams ask us to build next
Examples, not a menu, each scoped with the team that needs it: a comparison of what changed since a manager's last fund, a pacing model that forecasts capital calls and distributions, and a quarterly board book in your own format. More examples or how bespoke builds work.
Latest insights
Markets
The Anthropic IPO: What It Means for LPs
Anthropic has filed to list on Nasdaq as ANT. For limited partners, the opening bell matters less than the marks, lockups, and in-kind distributions that follow.
Technology
Bespoke Software Builds for LP Teams: What to Customize, What to Keep Standard
A practical guide to shaping diligence, monitoring, and committee workflows around your investment team without buying a private codebase you cannot maintain.
Diligence
Continuation Funds: An LP Guide to the Sell-or-Roll Decision
The hardest part of a continuation fund is not deciding whether the asset is good. It is deciding whether you would buy it again, at this price, under these terms, with this much of your portfolio already exposed.
Tell us how your team works. We'll build the rest.
Pricing is bespoke: it depends on your team's size and what we build for you, and we scope it with you in the first working session. Book a workflow session.