Studio Setups
Stop spending weekends manually assembling LP updates. We structure your portfolio data so you can generate professional, accurate investor reports with a single click, directly from your live data.
Best For: Fund Managers Investor Relations
Portfolio Monitoring
We create a dedicated "Portfolio Object." Portfolio companies submit their metrics via a simple form, which updates their record in Attio automatically.
Living Dashboards
Track NAV and MOIC in real-time. Our Attio Dashboards replace static Excel models, giving you a live view of fund performance.
One-Click Reports
Generate professional tear-sheets. We configure a document template that pulls live data into a clear report for your quarterly LP update.
Fundraising Pipeline
Manage your next raise. We track LP commitments and soft-circles in a separate pipeline, forecasting your next fund close with precision.
