Starch connects to the stack your firm already runs on, from your fund admin and CRM to data rooms and portfolio systems, and handles context-heavy reporting, monitoring, and investor work with custom agents under human oversight. Your team keeps the judgment.
A real morning, from her inbox. The brief on the right is what she opens at 7:30. The lists below describe what she used to do, and what she does now.
Whether your firm runs on DealCloud, Carta, Allvue, iLevel, or your fund admin directly, Starch reads, writes, and acts across fund, portfolio, and investor systems, in one place.
Keep deal and relationship context current and brief the team before every meeting.
Pull cap table and fund data and reconcile capital accounts for LP reporting.
Draft fund accounting summaries and LP reports from the system of record.
Collect and normalize portfolio KPIs and flag material changes.
Draft LP communications and answer investor questions from fund data.
Track diligence requests and documents across the data room.
Plus accounting, email, drive, e-sign, and 3,000+ more connectors. If your firm uses it, Starch connects to it.
Because Starch is connected to your tools and grounded in your fund's knowledge, it can spot live changes, understand what they mean, and take the next step. Every external action waits for human approval.
Chasing portfolio companies for monthly and quarterly updates across email and templates is constant.
Starch collects updates, sends reminders, parses and normalizes KPIs, and flags exceptions.
IR and finance manually consolidate commentary and numbers every quarter.
Starch drafts LP-ready reports and capital accounts from source materials.
Portfolio KPIs, management commentary, and prior actions are scattered.
Starch generates board-prep briefs and follow-up lists.
Requests live across email, data rooms, and spreadsheets.
Starch tracks asks, owners, deadlines, and missing items.
Analysts synthesize CIMs, financials, calls, and market research by hand.
Starch drafts memo sections from approved source context.
KPI updates are inconsistent across companies.
Starch normalizes updates and flags material changes for review.
LP questions require manual context retrieval across past materials.
Starch drafts sourced responses from prior reports and fund data.
Repetitive document collection and review across the fund creates risk.
Starch runs controlled workflows with review and audit trails.
Starch isn't software you log into and configure. Our team builds the agentic operating system around your firm, starting with the two workflows worth automating first.
We sit with each seat on your team and learn the work that actually happens. You don't pick what to automate. We figure it out together.
Our team configures the agentic operating system around your firm: custom apps, your knowledge, your tools, your guardrails.
Weekly reviews with a named human pod. Workflows evolve. So does the system. You never maintain it alone.
Shared context does not mean universal access. The whole team works from the same ground truth, with access scoped to each person's role.
A single Enterprise engagement, tailored to your firm. Flat annual contract. No per-seat charges, no per-task meters.
Private equity and private funds
Tailored to your firm.
Your data stays in your tenant, access is scoped per person and deal team, and every agent action is logged. External actions wait for human approval. Single-tenant deployment is available.
Never. Your fund's data stays in your tenant. We do not train on it.
We start with two workflows and expand from there. Most firms see the first two live within a few weeks. We map the exact timeline when we scope your build.
Tell us about your team. We'll get back within one business day.