Investor reporting
Quarterly updates & attribution
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Aggregates fund and position data
Drafts LP quarterly letters from portfolio data
Computes returns and attribution
Builds the attribution and exposure exhibits
Assembles the letter and exhibits
Keeps every figure tied back to source
Works in
Snowflake, NetSuite, Box
Snowflake, NetSuite, BoxWhat it does
- Drafts LP quarterly letters from portfolio data
- Builds the attribution and exposure exhibits
- Keeps every figure tied back to source
Connects to
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