Your ACL, not a service account
Every render happens as the requesting user — output never contains a field the requester couldn't see on screen.
Reporting & Documents
LP-ready in minutes, on brand every time.
Quarter-end usually means copy-pasting from five systems into a Word template that drifted off-brand two quarters ago, then versioning drafts by email. Here, documents are templates bound to live records: the data flows in, the brand applies itself, and the server renders the PDFs.
For IR
Two shapes of document. One flow builder.
Record templates render one company or fund — tear sheets, IC one-pagers. Object reports compile a whole record set, one document or one per record. Either way, live embeds do the work: charts aggregated server-side, field grids, relation tables, financial trends, even AI summaries — every embed reads governed data at render time.
- Record or object scope — a tear sheet for one company, or a compiled report over an entire portfolio.
- Live embeds, not screenshots — charts, grids, tables and summaries resolve against current records when the PDF renders.
- Real page control — page size, orientation and breaks render exactly as designed.
Astra Equity PartnersQ2 2026 · Confidential
Vantage Software — Quarterly Tear Sheet
Vantage grew ARR 14% quarter-over-quarter on continued net-revenue retention above 115%. The Q2 mark of $610M cleared IC on June 9. — AI summary, refreshed from live data.
Generated by mgmnt.workPage 1 of 2
For whoever guards the brand
Set it once. Every template inherits it.
Accent, palette, curated font stacks, header and footer bands, and the logo all live at workspace level. A template can opt out if it needs to look different — but "fix the logo everywhere" becomes a one-field change, not a hunt through every file.
- Inherited by default — new templates pick up the brand kit automatically; existing ones can opt out.
- Curated, never arbitrary — font stacks are chosen pairings, not a free-text webfont field.
- One change, everywhere — update the logo once and every past and future template reflects it.
✓Accent & palette
✓Fonts · Instrument Serif / Geist
✓Header + footer bands
✓Logo · astra-mark.svg
For the team that inherited the old report
Upload last quarter's PDF. Get back a live template.
The AI reads the actual pages, extracts the branding — including ranked logo
candidates you confirm — and drafts the template as live bindings. The old {{tokens}}
become real variable pills mapped to your schema. You review it in the builder; nothing saves itself.
- Reads the real pages — layout, branding and logo candidates come from the actual uploaded document.
- Tokens become bindings — every variable maps to a schema field you can see and edit.
- Nothing commits automatically — you open the draft in the builder before it's yours.
✓12 pages read · layout extracted
✓Brand: accent, fonts, logo candidate found
✓38 bindings drafted · 3 need mapping
…Open draft in builder
Open draftSave brand
kit
For quarter-end
One click. The whole portfolio, filed.
One click renders a print-grade PDF per company or fund — server-side, headless
Chromium, under the requester's own permissions — and files them in the Data Room under
Reports/<template>/<date>/, linked to each record, zip download included.
Compiled mode builds one document over a whole record set, up to 150 records per compile.
- Per-record or compiled — a PDF per company, or one document across the entire set.
- Filed and linked — output lands in the Data Room, attached to the records it's about.
- Your permissions, not a service account — the render runs as you, so output never leaks a field you couldn't see.
✓Helix Health Systems.pdf
✓Vantage Software.pdf
✓BrightPay.pdf
…Forge Industrial Group.pdf — rendering
FiledData Room ·
Reports/Q2-2026zip ready when done
For ops
Reports that render themselves.
Workflows render documents on a schedule or a trigger — a quarter closes, marks get approved, an LP is added — and email them as attachments in the same run. No one has to remember quarter-end again; it's just a workflow that already ran.
- Trigger or schedule — a record event or a recurring date both kick off the same render.
- Render, then email — the generated PDF attaches straight into the notification, one run, no hand-off.
- Auditable like everything else — every scheduled run leaves a record of what rendered and who received it.
Quarter closes
Marks approved
Render tear sheets
Email LPs
Jul 1Last run14 PDFs
rendered · 32 emails sentSuccess
Print-grade output, permission-grade access.
Real pagination
Page sizes, orientation and page breaks render as designed — an A4 template prints as A4.
Filed, not emailed around
Bulk output lands in the data room, linked to records, with the audit event to prove it.
Quarter-end, without the fire drill.
Quarter-end without the fire drill
Tear sheets and LP reports draft from live records — no copy-paste, no chasing the latest numbers.
Numbers that match the grid, always
Reports read the same financials grid your team already reconciles — nothing pasted, nothing stale.
IC one-pagers from live data
A tear sheet or an IC memo pulls current marks and metrics the moment it's opened, not last time someone updated a deck.
Scheduled reporting nobody has to remember
Quarter-close reporting runs itself on a trigger — filed and emailed before anyone thinks to ask.
The rest of the system.
AI Suite
Runs on your firm's truth
Copilot, agents & builders on governed, permission-aware data.
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.
Data & Connectivity
A CRM that fills itself
Scheduled feeds, linked inbox, one search over everything.
Get started
Bring last quarter's
Bring last quarter's
report.
In 30 minutes the AI rebuilds it as a live template on your brand — then we render the whole portfolio to the data room while you watch.