Revolutionary AI for Private Equity excellence
Experience the future of compliance automation. Upload data, ask questions, and get instant AI-powered insights.
Your AI-powered compliance assistant
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Understanding the challenge and providing AI-powered solutions
SEC-mandated quarterly statements demand detailed fee, expense, and performance breakdowns by share class. Many firms still cobble data from admins and spreadsheets, risking missed compliance dates and LP frustration.
Ingests fund financials, waterfall data, and class allocations, assembles SEC-compliant quarterly statements, and schedules delivery with embedded drill-down evidence for LPs and regulators.
How Quarterly Statement Builder transforms your compliance operations and delivers measurable value
Pulls NAV, fee, carry, and expense data from administrators and internal ledgers into a single schema.
Calculates net performance and expense ratios per class with cross-checks against prior quarters.
Publishes statements with audit trails and LP access logs to document compliance deadlines.
Transform your compliance operations with conversational AI that understands your business context
Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Quarterly Statement Builder understands your compliance context and delivers instant, actionable insights.
"What drove our compliance performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, drill down into details, and explore data naturally through conversation
Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions
Export insights as reports, presentations, or embed live dashboards anywhere in your workflow
Remembers your compliance context and provides industry-specific insights
Empowering Private Equity professionals with intelligent automation and actionable insights
Streamline your compliance workflows with AI-powered insights tailored for chief compliance officer responsibilities.
Streamline your compliance workflows with AI-powered insights tailored for controller responsibilities.
Streamline your compliance workflows with AI-powered insights tailored for investor reporting manager responsibilities.
See how Quarterly Statement Builder revolutionizes your compliance operations with AI-powered insights and intelligent automation.
30-minute walkthrough tailored to your compliance team
A tailored walkthrough mapping Quarterly Statement Builder to your live workflows.
We map your investor update or IC workflow and configure benchmarks in-session.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.
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