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LP Capital Account Q&A

RAG over normalized capital account PDFs and notices. Cites page/line for IR and finance review with sensitivity-aware redaction preview.

Overview

Ask questions across capital account statements, calls, and distributions.

Tags

LPcapital accountIR

Data sources

Snowflake: investor_notice_extracts

Changelog

Apr 28, 2026
Batch compare across fund families.

Related apps

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Generate distribution notices from waterfall outputs with guardrails.
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Draft LP-facing ESG summaries from portfolio intake templates.
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LP Commitment Tracker
Track hard circle, re-ups, and allocation constraints across programs.
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Auto-index DD rooms with sensitivity tags and LP-facing summaries.
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Ownership & support

Owner

ML

Morgan Lee

Category: Doc Q&A
Last updated: April 28, 2026
Usage (mock): 1,204
Support: ir-apps@firm.com

Built with

ClaudeCustom API

IRLiveRestricted

LP Capital Account Q&A

RAG over normalized capital account PDFs and notices. Cites page/line for IR and finance review with sensitivity-aware redaction preview.

Overview

Ask questions across capital account statements, calls, and distributions.

Tags

LPcapital accountIR

Data sources

Snowflake: investor_notice_extracts

Changelog

Apr 28, 2026
Batch compare across fund families.

Related apps

Distribution Notice Generator
Generate distribution notices from waterfall outputs with guardrails.
Finance
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 Commitment Tracker
Track hard circle, re-ups, and allocation constraints across programs.
IR
Investor Data Room Index
Auto-index DD rooms with sensitivity tags and LP-facing summaries.
IR

Ownership & support

Owner

ML

Morgan Lee

Category: Doc Q&A
Last updated: April 28, 2026
Usage (mock): 1,204
Support: ir-apps@firm.com

Built with

ClaudeCustom API