Private-data AI for Private Equity workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate tax & compliance work without giving up control of sensitive data.
Your AI-powered tax & compliance assistant
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Understanding the challenge and providing AI-powered solutions
Potential 2025 tax reforms and the Carried Interest Fairness Act leave fund managers scrambling to model hold periods, recharacterization risk, and partner allocations across hundreds of deals using spreadsheets.
Centralizes carried interest waterfalls, tracks holding period tests, models proposed tax treatments, and produces audit-ready schedules for advisors, LPs, and regulators.
How Carried Interest Compliance Tracker transforms your tax & compliance operations and delivers measurable value
Flags allocations at risk of recharacterization if proposed three-year tests shift to ordinary income.
Simulates multiple legislative outcomes and shows partner-level tax exposure by deal.
Generates detailed waterfalls, footnotes, and supporting documents for tax counsel and LP communications.
Connect the systems your team already runs, keep data in your environment, and bring governed AI into daily operations without a ground-up rebuild.
Give business teams a governed way to interact with documents, records, and workflow context. Carried Interest Compliance Tracker keeps the interface simple while preserving traceability, permissions, and deployment controls.
"What drove our tax & compliance performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, trace answers back to source material, and review outputs with clear provenance.
Extract signals from files, correspondence, and enterprise records while keeping metadata and business context intact.
Turn findings into reports, approvals, or next-step workflows without losing ownership of the process.
Retain operational context, security boundaries, and team-specific conventions across each workflow.
Deploy governed automation for Private Equity teams without moving sensitive data outside your environment
Bring evidence-linked automation to chief financial officer workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to head of tax workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to general counsel workflows with deployment patterns designed for sensitive data and human review.
See how Carried Interest Compliance Tracker fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your tax & compliance team
A tailored walkthrough mapping Carried Interest Compliance Tracker to your live workflows.
We map the real workflow, stakeholders, and source systems behind your deployment before configuration begins.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.