An entire data room summarized at a glance

LP Insight’s Data Room Dashboard analyses thousands of pages across all the fund documents and distills them into an interactive overview. Review an entire fund data room in minutes, not weeks, and focus immediately on the areas that matter most.

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Organized by Key Themes

Browse the dashboard by the topics you care about – Investment Strategy, Track Record, Team, Market Opportunity, Financials, Legal Terms, and more. Our AI automatically categorises insights from each document into intuitive sections. No more hunting through folders – click on a topic to see a summary of everything the data room reveals on that subject.

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Fund Data Room
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AI Summary Generated
Key Insights
Investment Strategy Summary
Team Overview
Track Record Metrics

Source-Linked Summaries

Every insight on the dashboard is backed by its source. See a high-level finding and know exactly which document and page it came from. With one click, jump to the original source document snippet. You get confidence in the accuracy of each summary, and the ability to drill down if you need the full context.

Interactive and Customisable

The Data Room Dashboard isn’t a static report, it’s a dynamic tool. Filter and search within the dashboard to zero in on specific information. You can also customise the view to your due diligence checklist, ensuring your team’s unique priorities are front and center. The result: a tailored, panoramic view of the fund, ready for analysis and discussion.

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Ask a follow-up question… What are the terms of the Key-Man clause?
Limited Partnership Agreement.pdf
Section 6.3 – Key-Man Event

(a) The General Partner shall ensure that at least two of the Key Persons remain actively involved in the management and investment activities of the Partnership throughout the Investment Period.

(b) In the event that one or more Key Persons ceases to devote substantially all of his or her professional time to the Partnership (a "Key-Man Event"), the Investment Period shall be automatically suspended. 1 Limited Partnership Agreement.pdf

(c) During such suspension, the Partnership shall refrain from making new Portfolio Investments, except for follow-on investments necessary to preserve or enhance the value of existing holdings.

(d) The suspension may be lifted only upon the approval of Limited Partners representing at least 75% of aggregate Commitments.

(e) The General Partner shall promptly notify all Limited Partners in writing of any Key-Man Event and the actions proposed to address it.

Explore the suite of tools

  • Risk & Issue Flagging

    Automatically surface risks, inconsistencies, and questions.

  • Key Terms Digest

    All the critical fund terms, automatically extracted.

  • IC Memo Assistant

    Turn due diligence data into a polished IC note.