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3 automations found
Transform LP communications from weeks of work to one click
End-to-end automation for LP reporting and communications — aggregates portfolio data, generates institutional-grade reports, and distributes to segmented LP lists with engagement tracking.
Automate capital calls, distributions, and K-1 delivery
Automates the entire capital call and distribution workflow — from allocation calculations through notice generation, wire tracking, and record updates — including K-1 delivery.