Beta

Beta Version: Results are generated from uploaded K-1s. Extraction accuracy may vary across document formats.

Roadmap

The AI review layer for K-1s

Version 1 is intentionally focused. Here is where we go next.

  1. Phase 1 · Available now

    K-1 Change Detection

    Compare two K-1s and highlight the differences.

  2. Phase 2

    Footnote Comparison

    Surface changes in supplemental disclosures and white papers.

  3. Phase 3

    Manager Review Comments

    Threaded review notes and escalation workflows.

  4. Phase 4

    AI-Generated Review Memos

    Draft engagement-ready review memoranda.

  5. Phase 5

    Alternative Investment Intelligence

    Portfolio-level insight across funds and investors.