Hey, family offices who want to automate their manual tasks of financial analysts. We have created a product that extracts the relevant data and puts it into your database(Excel or any other that you prefer). And then notifies you when you have to pay the capital calls, or when a distribution is incoming. So that you can focus on important things like managing liquidity and making capital decisions. Please ping me if you'd like to know more about this product or would like to use it for free.
We also do consolidation of capital account statements and whatnot. So that you can generate reports according to your convenience and if you explain what reports you like, we can automate the generation process for that as well.