Investor Relations Automation Suite

Transform LP communications from weeks of work to one click

ComplexPrivate EquitySaves 40 hrs/quarterBestseller

What This Automation Does

This suite automates the entire investor relations workflow. It pulls data from portfolio companies, aggregates financials and KPIs, generates customized LP reports by segment (institutional, family office, HNW), and distributes them on schedule. Built-in engagement tracking shows which LPs opened reports, downloaded attachments, and clicked through — giving your IR team actionable intelligence for relationship management and re-up conversations.

How It Works

Quarterly Report Due

Triggers based on the quarterly reporting calendar date configured for the fund.

Aggregate Portfolio Data

Pulls financial and operational data from all portfolio companies into a unified dataset.

Generate LP Report

Populates institutional-grade report templates with aggregated data, charts, and commentary sections.

Distribute to LP Segments

Sends customized reports to segmented LP lists (institutional, family office, HNW) with personalized cover letters.

Pricing

Monthly Subscription

$199/mo

Standard plan

3 automations included at no setup cost
GHL sub-account with full configuration
Ongoing platform access & support

One-Time Setup Fee

$1,499

per automation (standalone)

Sub-account provisioning & snapshot
Workflow configuration & testing

Schedule a Free Consultation

No payment required — our team will finalize scope and pricing during the call.

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