LP & Investor Reporting for Insurance Agency Managers
The Problem
Quarterly LP reporting for Independent P&C Agency funds means rebuilding the same waterfall, commentary, and portfolio updates from AMS360 every quarter.
What We Build
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
Tools & Integrations
How It Works
Discovery Call
We map your current lp & investor reporting process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate lp & investor reporting?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.