Roadmap
The AI review layer for K-1s
Version 1 is intentionally focused. Here is where we go next.
Phase 1 · Available now
K-1 Change Detection
Compare two K-1s and highlight the differences.
Phase 2
Footnote Comparison
Surface changes in supplemental disclosures and white papers.
Phase 3
Manager Review Comments
Threaded review notes and escalation workflows.
Phase 4
AI-Generated Review Memos
Draft engagement-ready review memoranda.
Phase 5
Alternative Investment Intelligence
Portfolio-level insight across funds and investors.