Your LP report is three weeks away. or overnight

Right now, your team is opening 40 investee folders, re-reading documents you first saw at due diligence, and assembling a quarterly report by hand. Sopact reads every document, holds every commitment, and generates all six LP-ready reports the night the quarter closes.

The real problem

You’re not missing data. You’re drowning in files with no intelligence connecting them.

Every investee folder has the story. The challenge is that it’s buried in 50–200 documents that were never designed to connect to each other — or to what comes next.

With Sopact

All of the above — handled before you open your laptop.

DD context carried forward. Every Q2 narrative already read. Risk signals flagged the day they appeared.

Watch how intelligence replaces guesswork.

One intelligence loop, from first document to final LP narrative.

Three phases that compound on each other. Every stage inherits everything from the stage before.

01

DD Intelligence
Phase 01 — Due Diligence

Every DD document becomes a living intelligence layer

Output

Scored assessment — every finding cited to source

02

Living TOC
Ongoing Monitoring

Quarterly reports stop being a fire drill

Output

Living TOC + Data Dictionary both parties aligned before Q1

03

Quarterly Loop
LP Reporting & Exit

LP narratives write themselves from accumulated intelligence

Output

6 LP-ready reports per investee — generated overnight.

Your CRM stays your system of record. Sopact reads it.

Most impact funds operate across fragmented systems — CRM for deal flow, spreadsheets for metrics, quarterly exports for LP reports.

Sopact pulls your portfolio context from your existing CRM, layers in investee submissions and document intelligence, and generates LP-ready reports overnight.

Six reports. Every investee. Every quarter. Automatically.

Investee Scorecard

Structured assessment across all rubric dimensions with evidence-linked scores and trend indicators.

Gap & Risk Memo

Auto-flagged data gaps, contradictions between claims and evidence, and emerging risk patterns.

IC Preparation Brief

Everything the investment committee needs: thesis validation, key metrics, open questions, and recommended actions.

LP Portfolio Narrative

Publication-ready impact narrative for LP reports, synthesized from the full investee record with source citations.

Longitudinal Trend Report

Multi-year trajectory for each indicator, showing compounding progress or emerging concerns across the portfolio.

Exit Impact Summary

Complete impact record from entry to exit, ready for LP close-out reports, case studies, and future fund fundraising.

What makes this different

Context doesn’t reset. Every stage makes the next one smarter.

Every other tool in your portfolio resets at each stage — new context, new documents, new analysts starting from zero. Sopact carries the full investee record forward from the first DD document through year-seven exit.