Intelligence OS for Fund Teams

Decision-grade clarity
for fund managers.

Our OS activates machine-scale intelligence for capital operators.

When diligence, follow-ups, and reporting live in different places, conviction gets delayed. Covault Intelligence OS keeps the full record of your fund operations.

Outcome: a coherence map of your tools, deal flow, communications, and decision process—plus a Phase 1 deployment plan tied to your live pipeline.

Excellence in fund management is the byproduct of visibility and access.

Your week is a sequence of high-stakes moments: a partner asks for status, counsel requests support for a claim, an LP wants an update, an IC slot opens, a warm intro needs the right follow-up.

The friction rarely sits in a single tool. The friction is the gap between them—where context decays and timing gets expensive.

Fragmented context creates real losses.

A deal slips

A deck sits in Slack, a transcript never gets processed, a follow-up lags.

A raise stalls

LP touchpoints are scattered across email, notes, and memory.

An IC prep scrambles

Supporting artifacts are reconstructed 48 hours before.

A compliance exposure emerges

A claim was made without receipts.

These gaps don't always show up as failures. They show up as friction that compounds.

Covault gives your fund one operating record.

Every deal. Every LP thread. Every diligence artifact. Every follow-up. One governed surface—structured, permissioned, and always current.

No more context reconstruction. No more hunting across tools.

What changes in practice.

Before IC

Full deal record—artifacts, transcripts, research, memos—assembled in one governed location. No scramble.

During capital formation

Every LP and partner touchpoint lives in one traceable thread. You know what was said, when, and what's next.

For LP updates

Quarterly reports draw from live deal and activity records, not reconstructed spreadsheets.

Governance that holds up.

We work with fund managers who operate under scrutiny—LP expectations, compliance obligations, regulatory reality. The OS is designed to produce auditable, defensible operating records from day one.

Role-based access and approval gates
Structured data with permissioned visibility
Audit receipts for every action
Compliance-first design for regulated markets

If you operate in regulated markets, the OS should reflect that from day one.

Request the Security Overview

One system. Full clarity.

If you're ready to stop rebuilding context and start compounding it—schedule a Fund Digital Footprint Coherence Audit.

Schedule Coherence Audit

What you get: a coherence map of your tools, deal flow, communications, and decision process—plus a Phase 1 deployment plan.