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Grow your fund. Not your workload.

Venture Capital fund reporting, portfolio updates, capital calls, and distributions. Before your morning coffee.

Cosimo turns founder updates and company spreadsheets into the portfolio section of your LP report. Get the first draft and a dated list of missing information for your team to review.

See a portfolio 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 chasing updates. More time with your founders.See how it’s prepared

The portfolio story
behind the fund accounts.

Founder emails and company spreadsheets arrive in different formats and at different times. Bring their figures and commentary into the portfolio section of your LP report, with stale or missing updates kept in view.

How we set it up

Quarter-end, with Cosimo

From founder updates
to the LP draft.

An October email can still contain August figures. Follow the dates, the financing questions, and the missing updates into a draft your partners can check.

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

Sample report + internal review

The portfolio update.
The review notes behind it.

Pages 1–4 draft the portfolio section of an LP report. Pages 5–6 are internal checks. Fund performance, valuations, and financial statements are outside this example.

Source links are internal review tools in this example.

Telescope Ventures
Venture 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, portfolio updates,
and investor notices.

Bring portfolio records into the updates your team reviews and the reports your investors receive.

Quarterly LP reports

Turn company spreadsheets and founder emails into a portfolio update, with the reporting dates and missing figures clearly marked. Cosimo drafts the LP letter from those records.

LP letter + portfolio update
Portfolio monitoring

Bring founder updates into one dated view of company metrics, cash, and runway. Keep missing submissions and follow-up questions visible.

Portfolio metrics + follow-up list
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
portfolio update.

Tell us where portfolio updates or LP reporting get stuck. 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