Investor reporting

Quarterly updates & attribution

Financial ServicesFinanceDocumentation
Request demoDeploy

What it does

  • Drafts LP quarterly letters from portfolio data
  • Builds the attribution and exposure exhibits
  • Keeps every figure tied back to source

How it works

  1. 1Aggregates fund and position data
  2. 2Computes returns and attribution
  3. 3Assembles the letter and exhibits

Works with

Deployment contract

What goes in, what comes out, and where people review.

Inputs

The systems and standard your team chooses

  • Runbook, source material, and definition of done
  • Records from Snowflake, NetSuite, Box
Outputs

A finished artifact with its work attached

  • Drafts LP quarterly letters from portfolio data
  • Builds the attribution and exposure exhibits
Approvals

Human control at the steps that matter

Route exceptions and controlled actions to the designated reviewer before anything is committed.

Evals

Quality measured against your rubric

Score completed runs against accepted examples and task-specific criteria. Review failures with the source trace before changing the runbook or model.

Example result

The result is reviewable, not a black box.

A completed run keeps the task, sources, actions, approvals, and eval result together. Open any step to inspect what happened or send it back with a correction.

RUN
Investor reporting
Ready for review
  1. Aggregates fund and position data
    Source trace saved
  2. Computes returns and attribution
    Source trace saved
  3. Assembles the letter and exhibits
    Output prepared
Rubric score, sources, and action log travel with the result

Related agents

Portfolio analysisPerformance & risk attributionFinancial ServicesRegulatory complianceFilings & controls monitoringFinancial Services

Deploy in days, not months.

Request demo