Built for you

The AI stack built for small investor relations teams.

LP reporting, investor updates, KPI dashboards, and data rooms — without the Juniper Square overhead.

A 2-person IR team at a mid-size fund or a $100M-ARR public company is running a reporting operation built for three times the headcount. You're producing quarterly LP letters that need to pull live portfolio data, running ad-hoc capital call communications, maintaining a data room in DocSend or Intralinks that someone always needs access to yesterday, building KPI dashboards for the CEO or the GP that refresh from five different systems, answering LP questions about J-curves and commitment pacing, and keeping a CRM of investor contacts that your CFO also thinks they own. The institutional stack — Juniper Square, Addepar, iLevel, Q4 — costs $50k+ per year and assumes a dedicated IR-ops analyst. Starch doesn't replace your fund admin or your ERP. It connects to them (QuickBooks and NetSuite via Tier 1, Stripe and Plaid for cash movements, LP portals via browser automation) and lets you build the surfaces you spend your week in — the LP-letter generator, the KPI dashboard, the commitment tracker — as natural-language apps on top of the data you already have.
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.
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.
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
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
Scheduling

Share your availability and let anyone book meetings with you. Syncs with Google Calendar for real-time availability.
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.
FinancialComing Soon
Budgeting

Track budgets by category and compare against actual spend from your accounting system.
Productivity
Knowledge Management

A team knowledge base that keeps your company's information organized, searchable, and always up to date. AI-powered search finds answers instantly so your team stops asking the same questions.

Workflows we cover for Small Investor Relations Teams

investor-relations

finance-fpa

strategy-planning

sales-crm

marketing-growth

customer-support

internal-comms

compliance-legal

Frequently asked questions
Do I need to replace Juniper Square, Addepar, or our fund admin to use Starch?
No. If you're on Juniper Square or Addepar, Starch connects through the integration browser or browser automation and layers the reporting, CRM, and KPI views on top. If you're a smaller fund still running on spreadsheets, Starch can cover the 80% of IR workflow — LP reporting, scenario modeling, investor CRM — that an emerging team actually needs. Your fund admin stays where it is.
Can Investor Reporting handle quarterly LP letters?
Yes. It pulls live financial data from Stripe, Plaid, QuickBooks, and NetSuite, generates narrative summaries with portfolio context, and emails the letter to your LP list on whatever cadence you set. You customize tone, sections, and the balance of narrative vs. numbers. Most IR teams use it for quarterly letters, capital-call notices, and one-off updates when something material happens mid-quarter.
Are there pre-built apps for IR-specific workflows?
Investor Reporting, Runway Analysis, Scenario Analysis, and CRM are all starter apps that flex for IR use. Workflows like data-room access tracking, LP-specific side-letter compliance, or commitment-pacing dashboards are best built as custom apps. You describe the tracker ('show commitment, called, distributed, and NAV per LP, with a column for next-call projection') and Starch builds it.
How does the CRM work for LP and investor relationships?
You describe how you track investors — commitment amounts, capital called, distributions, communication preferences, last-touch dates, prospect stage for new LPs — and the AI builds a CRM schema around that. Flexes to handle LP pipelines, co-investor relationships, and public-company sell-side analyst contacts in one place. Gmail and Outlook are Tier 1, so thread history syncs automatically.
Can Scenario Analysis model fund or portfolio scenarios?
Yes. You can model fund-level scenarios (exit multiples, capital-call schedules, management-fee structures) or company-level scenarios (runway under different hiring and revenue assumptions) using real data from your connected accounts. Useful for 'what happens to IRR if this exit slips two quarters' questions that LPs and boards ask on 24 hours of notice.
Is this secure enough for LP and portfolio data?
All data is encrypted in transit and at rest. Financial data stays in your connected accounts — Starch reads but doesn't store raw bank credentials. Honest limits: Starch is not SOC 2 Type II certified yet, and there's no on-prem option. For funds with institutional LPs that have specific security or data-residency requirements, flag this during beta signup and we'll walk through the details.

The AI stack built for small investor relations teams.

Join the open beta. Free for early users.