Softcopy

For fund IR — private equity · venture · private credit

Your agents draft the LP report. Your team signs it.

Softcopy is the AI-native reporting layer for fund IR — quarterly letters, AGM decks, and investor materials authored by AI from your fund's actual data and your firm's actual voice, reviewed by your team, delivered at a live URL. Deployed in your own cloud, so the data counsel won't let near ChatGPT never leaves the building.

Built from your numbers, not pasted around them.

Charts and figures bind to your fund data — TVPI, DPI, net IRR, portfolio marks. Tie-out moves a number, the document follows. The letter and the capital account can't disagree.

Review, don't draft.

Assign the Q2 report; come back to a full draft. Comment like you're marking up an analyst's work — the agent revises with tracked changes until it's right. GP, CFO, and counsel sign off in one place.

A link, not an attachment.

LPs see the current, approved version — always — with attributed history behind every change. Your brand, every quarter, without the template archaeology.

Your cloud. Your data. Any agent.

Softcopy deploys inside your perimeter and works with whichever AI you trust — the answer that satisfies your GC and the LPs now diligencing GP AI governance.

The quarterly report, signed.

Meridian Crescent Partners is fictional — an $850M mid-market growth-equity fund, vintage 2022, eleven portfolio companies. The report is real: agent-drafted in Softcopy, reviewed and signed by the team, live at a URL. The pins in the margin walk through what makes it different.

Meridian Crescent Partners III — Q2 2026LIVE
Meridian Crescent Partners III quarterly report to Limited Partners, second quarter 2026 — cover page.
Fund III at a glance — net IRR 18.4%, net TVPI 1.43x, DPI 0.31x, RVPI 1.12x, capital called 72%, NAV $685.5M.
Letter to Limited Partners — the quarter's narrative, drafted from Fund III's performance data in the firm's voice.
Fund performance — capital called, distributed, and NAV by quarter since inception, with the Q2 change-in-NAV bridge.
Portfolio review — eleven active companies with cost, fair value, and gross MOIC, including the quarter's markdown.
Capital account statement — statement of changes in partners' capital, aligned to the ILPA reporting template.

The quarter closes in 60 days. Your letter shouldn't take 45 of them.