Investor OS

Your entire search fund
portfolio in one pane of glass.

Investor OS gives you real-time visibility into every fund you back, automates your reporting workflows, and keeps you close to the operators and searchers you mentor.

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What's included

Everything you need to manage your portfolio.

Investor OS combines best-in-class portfolio management tools with AI agents that extract, analyze, and narrate, so your time goes to conviction-building, not data wrangling.

Portfolio dashboard & IRR analytics

A single view across every search fund you have backed. Track IRR, MOIC, capital deployed, and distributions in real time.

Capital calls & distribution tracking

Issue capital calls, record contributions, and track distributions to LPs with a full audit trail. No more spreadsheet reconciliation.

Tax preparation & K-1 automation

Generate K-1s and supporting tax documents across your portfolio positions. Share directly with your tax advisors in one click.

Operator communications portal

Receive structured quarterly updates from every operator in your portfolio. Searchable, comparable, and always in one place.

Batch import and export

Bring in existing portfolio data from CSV or connect directly. Export to any format your advisors need.

Mentor and advisor tools

Share notes, track conversations, and stay close to the searchers you mentor. No more friction from email threads.

AI-Powered Capabilities

Spellbound Partners Engineered with Spellbound Partners

Financial document processing

Upload PPMs, CIMs, and company updates and AI extracts the key figures into your portfolio dashboard automatically.

Investment feed extraction

AI reads unstructured investor updates and populates your feed with structured data. No manual re-entry required.

AI-generated report narratives

Generate professional portfolio summary narratives from your live data with one click. Ready to share with your LPs or advisors.

Investment AI chat assistant

Ask questions about your portfolio in plain English ('Which of my investments has the highest IRR this quarter?') and get instant answers.

Capabilities

Capabilities available to every investor.

Every investor gets the full Investor OS feature set.

K-1 Retrieval: pulls directly if the searcher is on-platform, requests it otherwise
Advanced K-1 Prep: CPA-ready exports & reconciliation
Document Storage & Secure Data Room
AI Document Ingestion (CIMs, PPMs, LOIs)
Portfolio & Investment Tracking with Cap Table Management
Fund Performance Tracking: marks over time
Portfolio Dashboard
Multi-Fund Portfolio Dashboard
Cross-Investment Analytics
Searcher CRM
Task & Workflow Manager
Automated Cross-Fund Reporting: one consolidated report per investor

On the roadmap

A deeper fund-admin layer we're building toward.

Future capabilities we're developing for the platform.

✦ Multi-Entity Tax Rollup + Discrepancy Alerts
✦ CPA Portal + White-Label Reporting
✦ LP Co-Invest Tracking
✦ API Access + Custom Integrations

For individual LPs

Solutions for LPs. Available Late 2026

Distinct from the manager capabilities above: for individual LPs tracking the search funds they are invested in.

GP-sponsored, per-fund read-only portal access
Per-fund reports, K-1s & capital accounts
Shared documents with your managers
Unified cross-fund dashboard
Cross-fund K-1 collection with CPA-ready export
Off-platform position tracking via document ingestion
Performance & marks tracking
Cross-investment analytics
Multiple seats, incl. a CPA guest seat
Priority document chasing

Want to see it in action first?

Book a focused 30-minute demo and we will walk you through exactly how Investor OS fits into your portfolio management workflow.

Book a demo