LP & Investor Reporting for Hedge Fund Operations Managers with Advent Geneva
The Problem
Quarterly LP reporting for Hedge Fund Ops funds means rebuilding the same waterfall, commentary, and portfolio updates from Bloomberg AIM every quarter.
What We Build in Advent Geneva
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. Purpose-built for teams running Advent Geneva — uses the native API or agent integration so nothing leaves the system of record.
Advent Geneva Integration Approach
Audit your Advent Geneva configuration
We map the specific Advent Geneva objects, custom fields, and workflows the automation needs to touch for your hedge fund ops practice.
Build on the Advent Geneva API or agent
Integration happens inside Advent Geneva — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Advent Geneva with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Advent Geneva instance
30-minute call. We'll look at your actual Advent Geneva setup and show exactly how this workflow fits.