Microsoft office integration
Work where you already are.
Generate, refine, and review deliverables directly in Word, Excel, and PowerPoint.
word plugin
Draft and refine documents
without leaving Word.
Generate first drafts, refine language, pull data from connected systems.
PPM section generation
LPA amendment drafting
Quarterly investor letters
DDQ response templates with citations
excel Plugin
AI-powered spreadsheets
for fund professionals.
NAV tables, performance dashboards, LP capital account summaries.
NAV tables with auto MOIC, IRR, DPI
Fund performance dashboards
LP capital account summaries
Waterfall calculations and carry analysis
power point plugin
Presentations built from your data.
Pitch decks, fund summaries, and board materials from connected systems.
Marketing deck generation
Board material creation
Fund summary presentations
Client pitch customization
