The quarter-end letter,
drafted on your template.
The investor letter is the same assembly every quarter: pull performance, fund-level metrics and the numbers behind the commentary, then write it up in the house style. The Investor Letter Drafter assembles that into your template, with every figure cited, and hands it to IR to review and send.
It assembles the letter from the book, not from a blank page
A letter written from the book rather than from memory is both faster and safer. The Investor Letter Drafter pulls performance and fund-level metrics straight from the graph, drafts the commentary around them, and fills your template, so IR edits and sends rather than assembles.
Quarter-end arrives
The close of the quarter is the trigger to assemble the letter from the period's numbers.
Assembles, drafts, fills
It pulls performance and fund-level metrics, drafts the commentary, and fills the firm's investor-letter template, every figure cited.
IR reviews and sends
The letter is a draft until investor relations reviews it. An agent can prepare an entire letter; it cannot send one.
Ask the Investor Letter Drafter to draft the quarter. It returns the performance summary, the commentary, and the filled template, with every figure traced to the metric and the source behind it.
Net IRR 16.4%, TVPI 1.7×, DPI 0.6× as of Jun 30, pulled from the book.
Commentary drafted: NOI growth, the Northwind expansion, and one watch item.
Filled your Q2 template in house style, every figure linked to source. draft
Ready for IR review. Nothing sent until you approve.
letter = DRAFT
It can prepare the entire letter. It cannot send it.
This is the clearest case of the boundary the whole catalog is built on: the Investor Letter Drafter can assemble a complete, cited, template-ready letter, and then it stops. Investor relations reviews and sends. The count of letters sent autonomously is, and stays, zero.
Trigger: quarter-end. Human approval: IR reviews and sends. What it cannot do: send a letter to a single investor without a person sending it. The full architecture, controls and audit trail live on the security & governance page.
Finance & IR
Report live, not quarterly, with the letter assembled from the book itself.
Read more →Investor reporting, live
Why the letter should be a byproduct of the book rather than a quarterly project.
Read more →The full agent catalog
Six agents that run the lifecycle, from a new deal landing to a quarter-end letter going out.
View all agents →See the platform on your own portfolio.
Bring a live deal, a fund or a stack of documents and watch the graph light up across your own systems, extract, simulate and author, with every number traceable to source. No migration, nothing leaves your tenant, and nothing acts without your sign-off.