/Individual Solutions

Your private markets co-pilot.

Integrations

12,000+

Portals Replaced

All of them

Tax Docs

Automated

You've asked your advisors. You've built the spreadsheet. You've logged into all twelve portals. You're a sophisticated investor with a real alternatives portfolio — and you still can't get a straight answer to the simplest question in investing.

// Documents everywhere. Answers nowhere. We fixed that.

Let's Connect

The Document Pile

Every document, finally, in one place. Capital calls are buried in an email. K-1s arriving on their own schedule. LPAs you signed years ago and haven't opened since. Our AI engine ingests all of it automatically — extracting, organizing, and connecting it to the positions it belongs to.

// You didn't gain access to the world's best private markets opportunities just to manage them on spreadsheets. The tools were never built for you. Until now.

Our Solution

One operating system for your private capital. Built for the investor who refuses to fly blind.

// Consolidated Portfolio View: Every investment — PE, VC, real estate, credit, co-invests — pulled into a single dashboard. No manual entry. No spreadsheet gymnastics. Automatic data ingestion from 2,400+ integrations and our proprietary database of 500K+ funds. Intelligent Document Management: Capital call notices, distribution statements, K-1s, and quarterly reports — organized, searchable, and linked to the right investment. Ask Laila, our AI document analyst, a plain-English question and get the answer with a link to the source. Real-Time Performance Analytics: IRR, MOIC, TVPI, and DPI — calculated automatically, benchmarked against relevant indices, and updated as new data flows in. No more guessing how your vintage is performing. Tax Season on Autopilot: K-1 tracking with status alerts, deadline monitoring, and share-ready tax packets for your CPA — assembled in seconds, not weeks.