The whole stack, on your terms
A sub-$50M fund runs everything a big fund runs, with a fraction of the team. This is the operating layer for all of it: monitoring, diligence, LP reporting, and real books, on infrastructure you own.
The problem you have
Small funds carry the same obligations as large ones. You screen deals, diligence the ones that advance, monitor the portfolio, and report to LPs on a schedule, all without the headcount to make any of it easy. The platforms built for institutional funds solve this, then charge per seat and keep your data in their database.
This runs the full stack and leaves it on your infrastructure. Deal flow gets screened and scored against your thesis. An AI agent reads the data room, runs outside research, and drafts a memo with provenance on every paragraph. The portfolio tracks itself from founder updates, LP letters draft from live data, and a double-entry ledger per vehicle produces the numbers when you want them from real books. Your database, your AI keys, no per-seat fee.
What matters most for a micro fund
Every module is a switch that's off by default. Run the piece you need and ignore the rest.
Investment Workflow
From cold pitch to a memo you can decide on
Pitches get scored against your thesis, and an AI agent reads the data room, runs outside research, and drafts a structured memo you edit and sign off.
Portfolio Reporting
A portfolio that tracks itself
Founder updates become dashboards, with a review queue for anything the AI isn't sure about.
LP Reporting
LP reporting from live data
Report to LPs from live data as of any date, and give them a private, fund-branded portal for statements, letters, and documents.
Fund Operations
Real books per vehicle
A double-entry ledger per vehicle with a period close, so the LP numbers above come from real books rather than a pasted statement.
Model what this doesn't
Reporting runs on live data. When you need to model forward, the Hemrock models pick up where the app stops.
Get started
Taylor Davidson helps entrepreneurs and investors create and use financial models for business decisions through his template financial models and strategic advisory services at Hemrock (formerly Foresight). Chief Financial Officer (fractional) for Laconia Capital Group. Learn more at About.
Fractional CFO or Head of AI
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