LP Reporting

AI-assembled quarterly LP reports — in hours, not weeks.

Scout Agent pulls portfolio metrics, writes fund performance narrative, and compiles formatted quarterly letters — so your IR team focuses on relationships, not report assembly.

Step 01
Data Ingestion
Agent pulls portfolio metrics, financials, KPIs, and cap-table updates from connected data sources into a unified reporting layer.
Step 02
Narrative Generation
AI writes the fund performance summary, portfolio highlights, and risk commentary — in your fund’s voice and format conventions.
Step 03
Report Assembly
Formatted quarterly letter compiled with charts, tables, and narrative sections — ready for LP distribution or final GP review.
Sample AI-Generated Report

Apex Ventures Fund II

Q2 2026 Quarterly Report
AI-Generated
Fund Performance Summary

Fund II deployed $18.2M across 4 new investments in Q2, bringing total deployed capital to $64.8M (72% of committed). Current portfolio gross TVPI stands at 1.8x with net IRR of 24.3%, up from 21.7% last quarter. The fund holds $25.2M in reserves, representing 28% of committed capital, positioned for follow-on participation in breakout portfolio companies. Realized distributions to date total $12.4M from two partial exits.

Portfolio Highlights
  • DataLoom closed a $32M Series B at 4.2x step-up from our entry, with net revenue retention exceeding 140% and ARR crossing $18M.
  • NovaCast achieved SOC 2 Type II certification and onboarded 3 enterprise logos, driving Q2 revenue up 28% QoQ to $4.1M ARR.
  • GridPoint AI secured a $6M strategic partnership with a major utility provider, validating core technology and de-risking commercialization.
  • SynthBio Labs received FDA breakthrough device designation, accelerating their regulatory timeline by an estimated 9 months.
Risk Commentary
  • Vaultik runway has compressed to 4.2 months at current burn. Management is in active discussions for a $10M bridge round; we are monitoring weekly and have offered term-sheet support.
  • AeroLedger debt-service coverage ratio fell below covenant threshold (1.2x) this quarter due to delayed contract payments. Lender waiver in progress; exposure limited to $2.8M.
  • Macro headwinds in enterprise SaaS: two portfolio companies report elongated sales cycles (avg. 18% longer QoQ), though pipeline volumes remain stable.

Automate your LP reports.

AI-assembled quarterly letters with fund performance narrative, portfolio highlights, and risk commentary — ready for LP distribution.

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