Built for you

The AI stack built for emerging fund managers.

LP reporting, financial modeling, investor CRM, and ops — without the back-office overhead.

Running an emerging fund means doing everything a large fund does with a fraction of the staff. You're reporting to LPs on a quarterly cadence, modeling portfolio scenarios, managing investor relationships in a CRM you probably haven't set up yet, tracking contracts with service providers and portfolio companies, and handling your own email, scheduling, and presentations because you don't have an analyst or an EA. The tools that large funds use (Juniper Square, Addepar, iLevel) cost $50k+ per year and assume you have a dedicated ops team. Starch bundles the tools an emerging fund manager actually needs into one platform — investor reporting that pulls live financials, scenario modeling that uses real data, a CRM that adapts to how you track LP relationships, and the productivity tools (email, scheduling, meeting notes, presentations) that keep your day-to-day running without hiring a back office.
Your Starch stack
Financial
Investor Reporting

Generate board-ready investor updates on a chosen cadence combining live financial metrics, AI-powered industry research, beautiful charts, and narrative summaries — then email them to your investor list.
Financial
Scenario and Runway Analysis

Model financial futures using live revenue and expense data — compare growth, headcount, and burn scenarios side by side.
Financial
Spend Insights

Analyze bank and credit card transactions with category breakdowns, spending trends, and anomaly detection from your connected accounts.
Marketing
CRM

A customizable CRM that adapts to your workflow. Describe how you work and AI designs a CRM tailored to you — or import from an existing CRM.
OperationsComing Soon
Contract Lifecycle Management

Manage every contract from creation to renewal. AI-powered drafting, e-signature collection, automated approval workflows, and renewal alerts — all in one contract repository.
OperationsComing Soon
Contract Fidelity

Upload contracts, extract key terms, and monitor vendor compliance against actual invoices.
Productivity
Email Agent

AI that organizes your inbox and drafts replies instantly. Smart prioritization, automated follow-ups, and one-click actions help you reach inbox zero and get through email twice as fast.
Productivity
Meeting Notes

AI meeting notes that capture everything so you can focus on the conversation. Real-time transcription, smart summaries, automatic action items, and searchable meeting history.
Productivity
Scheduling

Share your availability and let anyone book meetings with you. Syncs with Google Calendar for real-time availability.
MarketingComing Soon
Presentation Agent

AI that builds polished presentations in minutes. Describe your message and get a complete slide deck with smart layouts, data visualizations, and on-brand design — no design skills needed.
Marketing
LinkedIn Automation

Warm up and boost your LinkedIn profile by actively commenting on posts from your ICP and auto-accepting invites based on a custom filter. Run in auto mode, or use draft mode to receive every comment draft for approval before anything posts.

Workflows we cover for Asset Management Founders

investor-relations

finance-fpa

sales-crm

strategy-planning

people-hr

compliance-legal

marketing-growth

customer-support

internal-comms

Frequently asked questions
Does this replace Juniper Square or Addepar?
For emerging managers with one or two funds and a small LP base, yes — at a fraction of the cost. Juniper Square and Addepar are built for multi-fund institutional managers with dedicated ops teams. Starch covers the 80% of fund operations that an emerging manager actually needs: LP reporting, financial modeling, CRM, and contracts.
Can Investor Reporting handle quarterly LP letters?
Yes. It pulls live financial data from Stripe and Plaid, generates narrative summaries with market context, and emails the report to your LP list on whatever cadence you set. You customize the tone, structure, and sections. Most fund managers use it for quarterly LP letters and ad-hoc capital call communications.
How does the CRM work for investor relations?
You describe how you track LP relationships — commitment amounts, capital called, distributions, contact preferences — and the AI builds a CRM schema around that. It's not a fund-admin-specific tool, but it flexes to handle LP pipelines, co-investor relationships, and deal sourcing contacts in one place.
Does Scenario Analysis work for portfolio modeling?
Yes. You can model fund-level scenarios: what happens if a portfolio company exits at different multiples, how different capital call schedules affect cash flow, or how management fee structures compare across scenarios. It pulls actuals from your bank feeds and lets you adjust the assumptions.
What about compliance and contract tracking?
Contract Lifecycle Management handles subscription agreements, side letters, and service provider contracts with e-signatures and renewal alerts. Contract Fidelity monitors vendor spend against contracted terms. Neither replaces fund-admin-level compliance (that's still your fund admin or lawyer), but they keep the operational contract work organized.
Is this secure enough for fund data?
All data is encrypted in transit and at rest. Your financial data stays in your connected accounts (Stripe, Plaid, bank) — Starch reads but doesn't store raw bank credentials. For fund managers with specific security requirements (SOC 2, data residency), contact us during beta signup and we'll walk through the details.
Do you serve family foundations specifically?
Yes. We have a dedicated practice for family foundations. See /ai-for-foundations/ for our foundation-specific offering.

The AI stack built for emerging fund managers.

Join the open beta. Free for early users.