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Copia Unveils Connect: A New Era in Investor Portals

Copia Wealth Studios has recently announced the launch of its innovative investor portal named Connect, aimed specifically at General Partners (GPs) who are looking for a more cost-effective solution for managing their investments. Traditionally, many investor portals have imposed hefty annual fees that increase with assets under management (AUM), often costing firms upwards of $18,000 a year. In contrast, Connect offers a game-changing flat-fee model at just $495 per month, simplifying the pricing structure regardless of whether a firm manages $10 million or $10 billion.

The CEO of Copia, Michael Sikorsky, emphasized the need for change in the investor management landscape by stating, "GPs shouldn't be punished for growing." With its AI-powered features, Connect aims to level the playing field, providing essential tools without the exorbitant fees typically associated with high-quality fund management software.

How Connect is Different

Connect is designed to replace the pain points often experienced by GPs in the fundraising arena. The following functionalities distinguish it from existing offerings:

• - Automated Data Entry: Manual data entry often introduces audit risks. Connect uses embedded AI to automatically ingest key documents, such as capital calls and K-1 forms, posting transactions with the necessary checks in place to flag discrepancies before Limited Partners (LPs) notice them.

• - Complex Calculation Handling: The software simplifies the management of multiple share classes, side-letter terms, and other intricate waterfall calculations. This feature enables GPs to produce calculations that align seamlessly with regulatory documents, eliminating errors typically encountered in Excel spreadsheets.

• - Error-Free Communications: The portal enhances communication by employing mistake-proof workflows that verify recipient accuracy and document versions, ensuring that every investor receives timely and correct information.

• - Quick Onboarding Process: Onboarding with Connect is designed to be self-service, allowing users to create entity trees from uploaded documents. The expedited process means that many firms can go live in just a few days, removing the need for costly and time-consuming engagements often required by competitor portals.

Customer Feedback

One beta client, Jordan, CFO of a $750 million real estate GP, highlighted the efficiency gains achieved with Connect, stating they were able to reduce their quarterly closing time from five days to a single afternoon. He remarked, “It easily paid for itself after the first month.” This level of satisfaction suggests Connect is not just an innovative concept, but a practical solution in the financial space.

Availability

Connect is now available to GPs around the globe. Interested firms can create a free account to manage one venture at Copia Wealth Studios. The company is committed to providing a trustworthy and effective platform for private equity management.

About Copia Wealth Studios

Founded with the mission to build AI-driven software tailored for the elite in private markets, Copia Wealth Studios manages billions in assets across its various platforms. Alongside Connect, the organization offers tools such as Wealth, which provides a comprehensive view of estates and assets, and Deal Space, designed for due diligence and deep financial assessments. Headquartered in San Diego, Copia is both SOC2 compliant and supported by a team of seasoned technology operators.

Copia Wealth Studios is setting a new standard in investment management with the introduction of Connect, ensuring that as firms grow, their tools can efficiently scale without incurring prohibitive costs. By leveraging AI and automation, the platform allows GPs to focus more on their investment strategies rather than administrative challenges.