Resources
Guides, articles, and updates on systematic investing.
Interactive Tools
Assessment · 2 min
LP Readiness Score
6 questions. Instant score. Find out where your process will break under LP scrutiny.
Take the Assessment →Calculator · 1 min
Process ROI Calculator
Drag 4 sliders. See how many partner-hours your fund loses to undocumented process.
Open Calculator →How to configure your investment thesis
The foundation of systematic investing. Walk through configuring your thesis criteria in DealRecord so every deal is evaluated consistently from day one.
Read →Recent
Running your first IC session
A walkthrough of the AI Investment Committee — how it works, what to expect, and how to read the transcript it produces.
Read →Why Fund I process matters more than returns
Emerging managers can't manufacture realized returns. But they can demonstrate how decisions are made. Here's why that asymmetry is an opportunity.
Read →The LP diligence conversation is changing
LPs are asking different questions than they did five years ago. The fund managers winning institutional capital are the ones who anticipated that shift.
Read →AI IC now supports custom investment personas
Configure your own IC perspectives — sector specialists, risk-focused advisors, or any lens your fund applies to deals.
Read →LP portal — quarterly updates
LPs can now view structured quarterly updates directly in the portal. Format includes portfolio snapshot, key decisions, and thesis calibration summary.
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