Permission-aware
Field-level ACLs and record visibility apply to every AI read — the copilot literally cannot see what you can't.
AI Suite
AI that runs on your firm's truth.
Generic AI can draft an email. It can't tell you your DPI, watch a covenant, or file a quarter of financials — because it can't see your data, and you shouldn't want it to. mgmnt.work puts the AI inside the system of record: permission-aware, approval-gated, and audited like any other member of the team.
For every desk
Press ⌘K anywhere. The answer arrives as widgets, not words.
The copilot doesn't guess — it resolves. Filter, rank and aggregate run through the same query engine as every dashboard, so the AI's IRR is your IRR. Then the answer composes itself from the app's own building blocks.
- Composed answers — KPIs, charts, record cards and a two-sentence "so what" on top.
- Pin anything — an answer worth keeping becomes a live dashboard or a saved view, not a screenshot.
- Everywhere — record profiles, dashboards, financials, even an email thread: Ask AI is one keystroke away.
⌘KHow is Astra III pacing against its distribution target?
Astra III has returned $1.28B (DPI 0.73×) — ahead of the 0.65× plan for this point in the fund's life. Two exits in diligence would lift DPI to ~0.9× by year-end.
Distributions · cumulative
ExitProceedsMOIC
BPBrightPay · 2025Trade$520M6.1×
MFMeridian · partialRecap$180M1.6×
For the cautious — which is everyone
Delegate the task. Keep the signature.
Agents work with the same tools your team uses — reading records, running queries, drafting changes. The difference between reading and writing is a hard line: reads run instantly, writes wait for a human.
- Approval-gated writes — anything that would change a record becomes a proposal; you see the exact before → after and sign off.
- No double-apply, no clobber — approvals claim atomically and guard against concurrent edits, so a stale proposal can't overwrite fresh work.
- Maker-checker, applied to machines — the discipline your valuations already follow now covers your AI.
Update · Helix Health SystemsAwaiting approval
Current valuation$498M$540M
Valuation basis8.6× EBITDA9.2× EBITDA
SourceQ2 board pack ·
p.14
Approve & applyReject
✓Read Q2 board pack · extracted valuation
inputs
✓Cross-checked against financials grid
…Write held for approval — audit entry ready
For deal teams & admins
Drop in a document. Get back structure.
The builders turn unstructured input — a CIM, a cap table, a prompt — into drafts of the real thing, resolved against your live data and held for review before anything is committed.
- Records from any document — one pass drafts a coherent set across objects, wiring relations to existing records by name, never by guess.
- Whole data models from files — new object types, fields, pipelines and relations proposed together, GDPR data-classes pre-tagged.
- Workflows, report templates, compliance programs, metrics — describe what you need; review the draft on the real canvas; commit when it's right.
✓Deal · Project Atlas — $880M EVcreate
✓Company · Atlas Cloud Softwarecreate
✓3 contacts · management teamcreate
✓Linked to Fund · Astra IVexisting
…"Atlas Co-Invest LLC" — 2 possible matchesresolve
Commit 5 recordsEdit
draft
For finance
A quarter of financials, filed from a PDF.
Upload a board pack, a management report or a spreadsheet to any company's financials tab. Extraction streams live into a metric × period grid, and nothing lands without your review.
- Provenance on every number — each value keeps its source page and the exact text it came from.
- No duplicate metrics — "COGS", "Cost of Goods" and "Cost of sales" map to the catalog entry you already have, three layers of matching deep.
- Restorable — every import is one audited event you can inspect — and roll back.
| Q1 | Q2 | ||
|---|---|---|---|
| Revenue | 48 | 52 | p.12 |
| Cost of sales → COGS | (17) | (18) | mapped |
| EBITDA | 8 | 10 | p.14 |
For anyone reading a record
Narratives that stay current.
Put an AI summary on a record, a dashboard or inside a document template, written to your own prompt. When the underlying data changes, the summary knows it's stale and refreshes on the next view — never a stampede of background calls.
- Your prompt, your voice — "two sentences for an IC memo" reads differently from "one paragraph for the LP letter."
- Field-ACL safe — two people with different permissions never share a cached summary; each sees only what they're cleared to see.
Helix delivered another quarter ahead of plan: revenue +11% QoQ with EBITDA margin at 20.3%, and the Q2 mark of $540M (3.0× MOIC) cleared IC on June 14. Watch item: payer concentration remains above the 35% covenant threshold.
Refreshed 2h ago · valuation changed — will refresh on next viewRegenerateThe same rules that govern your team
govern the AI.
Approval-gated
AI writes are proposals until a human approves — with base-version guards so nothing stale ever applies.
Fully audited
Every AI run, answer and applied change lands in the same immutable audit trail as human activity.
Scoped to your firm
Guardrails keep the AI on your workspace's data and workflows — it politely declines to be a general chatbot.
Where the hours come back.
Diligence hours on diligence
CIMs become linked records in minutes; pipeline data keeps itself current while your analysts do the thinking.
Every LP answer in seconds
⌘K on live data replaces the "let me check with the team" email — and the tear sheet drafts itself from last quarter's.
Quarter-close without re-keying
Board packs file their own financials with page-level provenance; imports dedupe against your metric catalog.
AI you can defend
Proposals, approvals and a complete audit trail mean the AI's work is as inspectable as anyone else's.
The rest of the system.
Analytics
Know the number first
Metrics, trends, funnels, targets & alerts on governed data.
Compliance & Privacy
Audit-ready every day
KYC, obligations, attestations, mandate monitoring, GDPR & CCPA.
Reporting & Documents
LP-ready in minutes
Branded tear sheets & reports, bulk-rendered to the data room.
Data & Connectivity
A CRM that fills itself
Scheduled feeds, linked inbox, one search over everything.
Get started
See the AI
See the AI
on your data.
Bring a CIM and last quarter's board pack. In 30 minutes we'll turn one into linked records and the other into filed financials — in front of you, with every approval gate on.