Capital calls, distributions, an ILPA-compliant waterfall engine, NAV tracking and KYC/AML compliance — with a Claude Sonnet 4.6 assistant that understands every fund in your portfolio.
From fund creation to final distribution — everything a GP needs to manage LPs at scale.
Buyout, Growth, VC, Infrastructure, Real Estate, Private Debt, Hedge, Secondaries, Fund of Funds — fully configurable terms per fund.
Institutional, family office, sovereign wealth, endowment and HNWI investor types — with commitment, called, distributed, IRR and MOIC per LP.
Issue capital calls with automatic pro-rata LP breakdown by commitment share, due date tracking and automated reminder emails.
European (whole-of-fund) or American (deal-by-deal) waterfalls — 4-tier calculation: Return of Capital → Preferred Return → GP Catch-Up → Carry Split.
Net/Gross IRR, DPI, TVPI, PME and NAV history charted over time, with ILPA-standard performance tables per fund and vintage year.
Pending → In Review → Approved workflow with risk level classification, PEP/sanctions screening status and expiry tracking.
Quarterly (ILPA), Annual, Capital Account Statements, Tax/K-1, ESG, Portfolio Monitoring, Fee Transparency and LP Summary Letters — AI-drafted.
Track invested amount, current NAV, MOIC, IRR, revenue growth and EBITDA margin for every underlying portfolio company.
Full fund-context assistant with extended thinking — risk assessment, cash flow analysis, waterfall explainers and AI-drafted reports.
Sample GP Dashboard — Growth Equity Fund III (Vintage 2022).

Set your terms once — hurdle, carry, catch-up and waterfall type — and the engine handles the rest.
Whole-of-fund or deal-by-deal waterfalls with configurable GP commitment %.
Track investment period vs. harvest period fee bases automatically.
Manage J-curve expectations with early-stage NAV projections.
Longer duration funds with income-focused distribution types.
Track property-level NAV alongside fund-level performance.
Income distribution tracking with coupon-style cash flows.
Manage acquired positions with blended vintage-year reporting.
Roll up underlying fund performance into a consolidated LP view.
The full GP/LP lifecycle, automated end-to-end.
Set fund terms (hurdle, carry, catch-up, waterfall type), then invite LPs individually, in bulk, or as institutional entities with automatic KYC record creation.
Issue capital calls with automatic pro-rata LP breakdown. Record distributions and let the waterfall engine calculate LP vs. GP carry splits instantly.
Generate ILPA-compliant reports in seconds, and ask Claude Sonnet 4.6 for risk assessments, cash flow analysis, and waterfall explainers grounded in real data.
Join fund managers using AlphaVault AI LP Portal to manage capital calls, distributions, compliance and reporting — all backed by a Claude Sonnet 4.6 AI analyst.