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IRBetaInternal

Investor Data Room Index

Folder taxonomy aligned to IR playbook; exports shareable index PDF.

Overview

Auto-index DD rooms with sensitivity tags and LP-facing summaries.

Tags

data roomIR

Data sources

No data sources documented.

Changelog

No changelog entries yet.

Related apps

LP Commitment Tracker
Track hard circle, re-ups, and allocation constraints across programs.
IR
LP Capital Account Q&A
Ask questions across capital account statements, calls, and distributions.
IR
Quarterly LP Report Generator
Draft quarterly narratives from portfolio KPIs and attribution snippets.
IR
ESG LP Memo Drafter
Draft LP-facing ESG summaries from portfolio intake templates.
IR
LP Meeting Prep Pack
Assemble talking points, recent notices, and portfolio highlights per LP.
IR

Ownership & support

Owner

ML

Morgan Lee

Category: Workflow
Last updated: April 15, 2026
Usage (mock): 301
Support: ir-apps@firm.com

Built with

v0Cursor

IRBetaInternal

Investor Data Room Index

Folder taxonomy aligned to IR playbook; exports shareable index PDF.

Overview

Auto-index DD rooms with sensitivity tags and LP-facing summaries.

Tags

data roomIR

Data sources

No data sources documented.

Changelog

No changelog entries yet.

Related apps

LP Commitment Tracker
Track hard circle, re-ups, and allocation constraints across programs.
IR
LP Capital Account Q&A
Ask questions across capital account statements, calls, and distributions.
IR
Quarterly LP Report Generator
Draft quarterly narratives from portfolio KPIs and attribution snippets.
IR
ESG LP Memo Drafter
Draft LP-facing ESG summaries from portfolio intake templates.
IR
LP Meeting Prep Pack
Assemble talking points, recent notices, and portfolio highlights per LP.
IR

Ownership & support

Owner

ML

Morgan Lee

Category: Workflow
Last updated: April 15, 2026
Usage (mock): 301
Support: ir-apps@firm.com

Built with

v0Cursor