The End of Manual
LP Reporting.
Aegis connects to your CRM, reads your fund documents, and generates bespoke LP reports matched to each LP's template — automatically, every quarter.
Fund
Apex Ventures III, L.P.
AUM
$480M
IRR
28.4%
TVPI
2.1x
Trusted by ops teams at funds using
Built for funds that can't afford errors.
Aegis handles the compliance rigor so your ops team doesn't have to.
From CRM to LP Report in Three Steps.
No new tools. No manual assembly. Just your existing data, shaped into the report each LP expects.
Connect
Connect your Affinity or Dynamo CRM and upload your LP template library. We map your data sources, LP roster, and document formats in a 1-week onboarding engagement.
Ingest
Aegis reads your fund documents — LPAs, capital call notices, side letters, portfolio financials — using multimodal AI trained on private markets language. Every figure is sourced and traceable.
Generate
Each quarter, Aegis automatically produces audit-ready LP reports matched to each limited partner's exact template requirements. No Excel. No copy-paste. No missed deadlines.
Your existing stack, minus the Excel.
The Old Way
- 40+ analyst hours per quarter on LP reporting
- Manual copy-paste from Affinity into Excel
- 12+ different LP template variants to manage
- Error-prone formatting — one wrong figure risks LP relationships
- No audit trail — if numbers are questioned, you're digging through spreadsheets
- $62K/yr in tools that still don't talk to each other
With Aegis
- Reports generated automatically on your quarterly schedule
- AI reads directly from your CRM and fund documents
- Every LP template stored, matched, and applied automatically
- AI-verified figures — every number is sourced and traceable
- Full audit trail — every figure linked to its source document
- Your existing stack, minus the Excel
Every part of the reporting
workflow, automated.
Built for VC ops
From raw fund data to investor-ready reports — in minutes.
CRM Integration
Direct API connection to Affinity and Dynamo. Your pipeline data flows in automatically — no manual exports.
Document Intelligence
Multimodal AI reads unstructured fund documents — LPAs, side letters, capital account schedules, portfolio financials.
Template Matching
Every LP's preferred template is stored and matched automatically. Each report looks exactly as expected — every time.
Audit-Ready Output
Every figure is traceable to its source document. Reports are formatted for immediate distribution, with full version history.
Quarterly Automation
Runs on your reporting schedule without prompting. Deadlines met automatically — never manually chased.
Institutional Memory
Learns your firm's LP relationships, narrative style, and preferences. Gets sharper every quarter.
Reporting that runs itself — so your team doesn't have to.
Aegis PlatformStraightforward pricing
for VC ops teams.
No per-report fees. No setup charges. Cancel anytime.
Emerging
Emerging managers, $100M–$300M AUM
- 1 fund
- Up to 15 LPs
- Affinity or Dynamo integration
- Quarterly LP report automation
- Standard LP template library
- Email support
Growth
Growth equity funds, $300M–$750M AUM
- Up to 3 funds
- Up to 40 LPs
- All CRM integrations (Affinity + Dynamo)
- Quarterly + ad-hoc reporting
- Full document ingestion pipeline
- Institutional memory & narrative style learning
- Priority support + quarterly review call
Institutional
Multi-strategy firms, $750M+ AUM
- Unlimited funds
- Unlimited LPs
- Custom CRM integrations
- Full compliance audit trail
- Dedicated success manager
- SLA guarantee (99.9% uptime)
- Custom LP portal (coming soon)
Annual plans available — save 20%. All plans include unlimited AI report runs.
What VC ops teams say.
“We used to spend 3 days every quarter on LP reports. Aegis got that down to an afternoon review. Our analysts are finally focused on deals.”
“The template-matching is exceptional. Each LP gets exactly the format they expect, every time. No more LP emails asking for reformatting.”
“After two quarters, Aegis knows our narrative style better than our own team. The reports are indistinguishable from what we'd produce manually — but instant.”
Results from early access participants. Names withheld for firm confidentiality.
Questions from VC ops teams.
Stop building reports
in Excel.
Get your first quarterly LP report automated in 30 days, or we'll refund your first month. No risk. No long-term contract.
