Simple Intelligence
Business Apps · Coming Soon
Simple LP

Simple LP
LP reporting and fund admin on Microsoft 365, with an audit chain.

For GP CFOs and COOs at mid-market PE shops, plus fund admin firms (Citco, Apex, SS&C GlobeOp, Standish) looking to white-label LP reporting.

Capital calls, distributions, K-1s, and side-letter compliance still run on Excel and Word merges at most mid-market PE shops. Simple LP automates the drafting, validates against the side-letter library, generates ILPA-template-aligned reports, and runs the investor portal. Every figure carries AI provenance the auditor can read.

Replaces Allvue Systems FIS Investran Juniper Square Carta Fund Admin Manual Word + Excel workflows
Web Planned Copilot Planned
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What it does

Capabilities

Storage posture
Persistent (Postgres + pgvector)
Certification target
M365 Cert Tier 2
Distribution
Azure Marketplace · AppSource
Status
Coming Soon

Want to talk it through?

Book a 15-minute intro call. No deck, no demo unless you want one. Just a conversation about whether Simple LP solves what you're working on.

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