Investor Reporting Automation demo
Quarterly investor reports drafted from the books and every investor question answered from approved sources, with investor relations deciding what goes out. 1:14
What the demo shows
A reporting solution for credit funds that drafts quarterly investor reports and answers.
Every investor message arrives in an inbox with its reply already drafted beneath it — each figure linked to its source in the fund's books, the reply held to that investor's side letter (fee rate, MFN tier, reporting rights) — while the quarterly letter is drafted beside it; the Head of Investor Relations approves, compliance clears corrections.
Transcript
- Investor Reporting Automation answers investor questions and drafts quarterly reports for private credit funds.
- Elena's home is her investor inbox, beside the quarterly letter writing itself.
- Pemberley Mutual asks, what is the fund's exposure to software?
- A reply appears below it — 23.4% of NAV source chip to the Q3 portfolio schedule.
- Every reply respects the side letter.
- Drafted for Ostrander, the loan-level detail is left out.
- Kestrel Bay's 14 questions are drafted, too, and one clashes with a September reply to Harrogate.
- Compliance clears a correction, so every investor hears the same fact.
- Elena sends Pemberley's reply, answered in a day, every figure traced to the books.
- Built on Botminds: agents, data, screens, and governance on one platform. You
Transcribed from the film’s narration. Captions are on the player.