K-1 Aggregation demo

What the demo shows

Collects every Schedule K-1 and K-3 an investor receives and extracts it for the tax team

A roster lists every K-1 each investor entity expects, one row per fund holding, with missing K-1s at the top and the days left to that investor's own deadline. Seven agents work it. The Collector gathers each document from GP portals, email and file drops; the Extraction agent reads every box, code and K-3 part in any language, citing the page; the Footnote agent turns statements into tax codes (UBTI, Section 199A, state withholding) and stops to ask below 90% confidence; the Estimate agent compares each final with its estimate, explains every swing with its footnote and shows what it changes in the investor's return; the Tie-out agent checks the K-1 against the books and last year's K-1; the Follow-up agent pursues late K-1s on a cadence counted back from the deadline; the Export agent builds the tax software import. An analyst reviews, the tax manager approves the export, and operations approves every message to a GP.

Transcript

1. 0:00K-1 Aggregation gathers every K-1 and K-3 an investor receives and reads it for tax teams.
2. 0:11K-1s can arrive as late as September 15th, days before the investor's return.
3. 0:19Quillfield's Fund of Funds expects 214 K-1s, 171 are in.
4. 0:27Missing one sit on top, with each GP's promised date.
5. 0:33Overnight, the Collector agent pulled Harlow growth 3's final K1.
6. 0:39The extraction agent read every box and footnote, citing each page.
7. 0:47Against the estimate, box 1 fell from $95,000 to minus 1, $82,000.
8. 0:55The estimate agent traced it to footnote 4 and showed the downstream effect.
9. 1:02Analyst Hannah Kobayashi accepts the final.
10. 1:06tax manager Elena Varga approves the revised export.
11. 1:12Every figure cited, every decision signed, every step logged.
12. 1:18Result, 2031 finals read, 64 swings caught before export.
13. 1:26Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.