Fund Counsel
One workspace for the full fund lifecycle
Fund formation, side letter tracking, investor onboarding, governance compliance, and capital call management in one workspace.
Capabilities
How it works
Create a fund and upload formation documents — the agents extract key terms, investor commitments, and side letter obligations.
Track every side letter provision, investor request, and governance requirement in a single dashboard with status tracking.
Your team reviews agent-drafted summaries and approves outgoing communications. The system learns your fund's specific requirements.
Why it matters
Investors expect precision. Every missed side letter provision or governance deadline erodes the trust that drives commitments to your next fund.
Ready to see Fund Counsel in action?
We'll walk you through the platform with your own documents.