Your ACL applies
Analytics respects record- and field-level permissions. Two people can see two different numbers on the same chart — correctly.
Analytics
The answer before the question.
Every number lives with one analyst and a two-day lag. The LP call, the IC meeting and the Monday partner sync all start with "let me pull that." Here the metric registry, daily history and explorer sit on the same governed data as every other screen — so by the time someone asks, the answer already exists.
For partners
Open /analytics. The firm's pulse is already there.
No dashboard to build, no chart to configure. Every metric you've registered renders itself into a KPI strip with sparklines and period-over-period deltas, the movers that matter rise to the top, and the funnel shows where the pipeline stands — all before you've clicked anything.
- Zero configuration — registered metrics render with target progress automatically, no wiring per metric.
- Resilient by design — one broken metric shows its own error, it never blanks the whole page.
- Saved analyses, one click away — the explorer views your team already built sit right on the landing page.
Net IRR
22.4%
▲ 1.8pt QoQ
Committed capital
$1.94B
▲ $80M QoQ
Open deals
37
▼ 4 QoQ
Mover
DPI · Astra IIITwo exits in diligence would lift DPI to ~0.9×
▲ 8pt QoQ
Mover
Deployment paceSlower than plan this quarter
▼ 12% QoQ
For anyone with a question
Pills, not config screens. The chart just morphs.
Every setting lives on the chart header as an editable pill — measure, lens, range, breakdown. Change one and the chart updates live: drop a breakdown dimension and it's automatically a trend; add one and it's a breakdown. Funnel and cohort are one pill away, not a different screen.
- Trend ↔ breakdown auto-infers — the lens follows what you've configured, not the other way around.
- Save as an analysis — a named, owned document your team can open again, not a URL full of JSON.
- Compare — stack a second measure or period on the same chart without leaving the pill bar.
Net IRR · by sector, quarterly
For CFO & COO
Set the target once. Hear about it before it's a surprise.
Register a measure, set a flat target or a quarter-by-quarter time-phased plan, and let alerts watch it overnight — a value threshold or a percent drift over a window. If it breaches, you hear about it at 6am, not in the meeting.
- Time-phased targets — plan $150M this quarter, $180M next; progress tracks against the right number automatically.
- Fires once per breach — alerts don't spam on every nightly re-check, and they retry if delivery fails.
- Alert state is audited — every fire is a recorded event, same as any other change in the system.
Target
Deployment pacevs target $150M/qtr
On plan
Alert
Net IRRfell 6% in 30 days
Alert fired · 06:00
Target
Committed capitalvs target $2.0B by FY-end
On plan
For the impatient
History that doesn't start flat.
Nightly snapshots keep daily history going forward from the day you adopt. Backfill goes the other way — it replays your own audit trail to reconstruct the past, so your trends don't open with a flat line the week you switched on analytics. And the fund math is real: XIRR from dated cash flows, not a spreadsheet approximation.
- Nightly snapshots — change-only rows, so history accumulates without a heavy nightly job.
- Backfill from audit history — reconstructs historical snapshots from events you already logged.
- XIRR done properly — dated cash flows, not day-count shortcuts.
Portfolio NAV · reconstructed 18 months
✓Snapshots · nightly
✓Backfill · 14,200 audit events replayed
✓XIRR · cash-flow dated
For everyone else
Type the question. Get back the pills.
"Commitments by investor type last year as a funnel" is enough. The AI maps your sentence onto the explorer's pills, and every reference it makes is checked against your live schema before anything renders — an unknown field is dropped, never guessed. Applying an answer replaces the whole configuration, so a stale setting from an earlier question can't leak into the new chart.
- Validated, not trusted — object, field and metric references are re-checked against your current schema before display.
- Whole-config replace — applying an answer never merges over leftover state.
- Same explorer, one keystroke faster — the result is an editable pill bar, not a locked screenshot.
⌘KCommitments by investor type last year, as a funnel
Viewer-scoped, like everything else.
One engine
The explorer runs the same query engine as your dashboards and reports — there's no second source of truth to drift out of sync.
True units
A sum of millions comes back as the real number — formatted once, consistently, everywhere it's shown.
Saved & shared
Analyses are documents with owners and permissions — not a URL you copy into a chat and hope still works.
One page, four very different mornings.
Pacing at a glance
The Monday sync starts with the KPI strip already open — pacing, movers and the funnel, before anyone asks.
Instant LP answers
The fundraise funnel and an LP's question are both a pill bar away — no "let me get back to you."
Targets that watch themselves
Set the plan once; overnight alerts flag the drift before it shows up in a board pack.
Real stage history
Stage conversion, time-in-stage and velocity computed from actual pipeline movement, not a guess.
The rest of the system.
AI Suite
Ask, draft, automate
Copilot, agents & builders on your 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 your metrics
See your metrics
move.
In a 30-minute session we'll register three of your real metrics, set a target and watch the explorer answer questions about them — your data, not slideware.