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Grow your fund. Not your workload.

Real-estate fund reporting, investor statements, capital calls, and distributions. Before your morning coffee.

Cosimo brings property reports, manager notes, and investor records into a draft LP update. Your team checks the figures and commentary without assembling the report from scratch.

See a sample LP update Tell us about your toughest process

Fund operations software by Medici & Company. Configured with your team.

Draft readyFor your approval

Sample documents · fictional fund

Less time assembling reports. More time running your fund.See how it’s prepared

Your property records.
Your reporting format.

Bring property-manager reports, asset-management notes, and approved investor figures into the same draft. Start with the report your team still assembles around your administrator’s accounts.

How we set it up

Quarter-end, with Cosimo

See the work
behind the LP update.

See how different property reports become comparable figures, how manager notes shape the LP update, and which questions stay with your team.

Explore the report and review notes Illustrative example: fictional records and prewritten outputs.

Sample report + internal review

The operating update.
The checks behind it.

Pages 1–4 cover property performance and commentary for LPs. Pages 5–6 are internal checks. This example does not include fund financial statements or a complete capital account.

Source links are internal review tools in this example.

Loggia Property Group
Real Estate Fund I
Third quarter 2026
1 of 6
Select a section to keep reading.

Have a report like this to prepare?

Tell us what takes too long

This demo uses fictional fund records and prewritten commentary, not a live Cosimo session.

Sample record from our fictional fund.

More of the work off your desk

LP reports, statements,
and investor notices.

Put your fund records to work across the reports and notices you send to LPs.

Quarterly LP reports

Pull together property results and manager updates without rebuilding the report each quarter. Cosimo drafts the LP letter and supporting schedules from your records.

LP letter + quarterly report
Investor statements

Prepare each LP’s statement from your capital account records and approved allocations. Cosimo brings the balances, contributions, and distributions together for you.

A statement for each LP
Capital call notices

Give Cosimo the call details and each investor’s allocation. It drafts the individual notices with the amount due, what the call funds, and when to pay.

Individual capital call notices
Distribution notices

Use your approved allocations and payment details to prepare a notice for each LP, without editing the same document over and over.

Individual distribution notices

Configured around your fund

Start with one job.
Make it repeatable.

Use the records your team already receives. Together, we agree what Cosimo needs, what it should prepare, and what your team needs to check.

Setup questions

  1. Choose the work.

    Pick one recurring report or request. Show us the format you use and explain where preparation gets stuck.

  2. Configure and test it.

    Agree which records and definitions to use. Check a trial draft against the sources and identify what still needs your team’s judgment.

  3. Review each draft.

    Your team checks the figures, resolves open questions, and approves what goes out. When the next report is due, start with the new records.

Start with one manual task

Start with your next
LP update.

Tell us which report or investor notice takes up too much of your week. Together, we’ll identify a first task to automate, the records it needs, and the draft your team wants back.

Email us about your toughest process

A few sentences are enough. No documents needed to start.

info@medici.ai