Capital allocated
Committed capital placed against mandates, last 12 months
LPs by strategy preference
Across the current LP roster
Committed capital by strategy
Cumulative capital raised by strategy, last 12 months
Team workload
Mandates closed and hours automation returned this month
Where the firm saves time
The placement team manually works through the DD checklist for each prospective LP — data room documents, track record, mandate fit — about 2 hours per LP across roughly 10 LPs a month, around 20 hours a month. Automated: the checklist cross-references live, leaving a short exception review.
Preparing and sending capital call notices by hand — pulling commitment terms, drafting the notice, confirming wiring instructions — takes about 45 minutes per call across roughly 20 calls a month, around 15 hours a month. Automated: notices generate from the mandate record in seconds.
Recent activity
Manual vs automated
Done by hand today
The placement team cross-references each new mandate against LP relationships held in memory and CRM notes — ticket size, strategy appetite, prior conversations — before drafting an outreach list. At ~25 minutes per mandate review, this month's 12 mandate reviews would take approximately 5 hours of team time.
Automated here
This engine scores every LP against a mandate in real time, live, as mandates open. This month: 12 mandate reviews processed in approximately 96 seconds of total system time.