Fund Operations,
Automated

The LP register, the capital calls, the distributions, and the follow-ups in between — run in one place instead of across your inbox and a spreadsheet.

Manage Fund
The problem

Managers run funds on
memory and spreadsheets.

01

Capital calls live in your inbox.

Amounts, wire dates, and confirmations scattered across threads. No single view of who has funded and who hasn't.

02

LP records drift out of date.

A commitment changes, a contact leaves, an entity is restructured — and the spreadsheet quietly stops matching reality.

03

Follow-ups depend on remembering.

The polite second nudge is the one that gets the wire in. It is also the first thing to fall off a busy week.

Meet NewTaven.

Explore features

NewTaven runs the back office of a fund — the register, the calls, the distributions, the reminders nobody gets around to — so your week goes to investing instead of admin.

Capital Calls

Issue the notice once. Each LP gets their own figure and wire details, incoming wires match themselves against the register, and nothing is keyed in twice.

One Login
for Your LPs

Your limited partners see their commitments, statements, tax documents, and performance in a white-labeled portal — without emailing you for a PDF.

Compliance in
the Background

KYC and AML checks run as each LP onboards, and regulatory reports build from the register — not from a folder someone keeps by hand.

How it works

Three steps, then it runs itself.

Bring your fund in once. From there, NewTaven handles the mechanics you would otherwise do by hand.

Step 01

Bring your LPs in

Import commitments, contacts, and entities. NewTaven becomes the register of record for the whole fund.

Step 02

Issue a call

Draft a capital call once. Each LP receives their exact figure, wire details, and due date — no mail merge.

Step 03

Let the cadence run

Wires reconcile against the register. Anyone outstanding gets a measured follow-up on schedule — in your voice.

Document intake

Email a document.
It files itself.

The paperwork already arrives by email. Forward it to your fund's intake address and NewTaven stores it, files it against your fund, and drafts the LP note that usually follows it.

Your fund's intake addressingest+yourfund@newtaven.com
01You forward

Send it from your inbox

A subscription agreement, a bank confirmation, a signed side letter. Forward the email as it arrived — attachments and all. No upload screen, no file picker.

02NewTaven files

It lands in the right fund

We recognize you by your sending address and file each attachment into your organization's document vault, marked confidential, with the subject line as its title.

03AI drafts

A letter is waiting for you

PDFs are read automatically and turned into a draft LP note in your fund's voice — sitting in communications as a draft, never sent without you.

Only addresses that already belong to your fund are accepted — anything we can't place with certainty is dropped rather than filed to the wrong fund.

The cadence

The follow-ups you'd
never get around to.

When a wire is still outstanding, NewTaven sends a measured reminder — at 72 hours, 7 days, and 14 days. Considerate, never pushy. You approve the voice once.

Draft · T+72hGentle
A quick note on the Fund II call

The Fund II call is at 68% funded. A reminder that your portion — $900,000 — is due by the 30th. Wire details are unchanged, and attached again for convenience.

Draft · T+7dWarm
Following up on the Fund II call

One week out. We are holding your allocation. If the timing is tight on your end, reply here and we will work with your team on the date.

Draft · T+14dDirect
Final reminder — Fund II

The call closes Friday. Please confirm your wire, or let us know if anything has changed on your end. We would rather adjust than assume.

Features

Everything a fund
runs on.

LP register

A single record of every commitment, contact, and entity — always current, always exportable.

Capital calls & distributions

Issue a call once; each LP gets their exact figure and wire instructions. Distributions run the same way, in reverse.

Automated cadence

Measured follow-ups on outstanding wires — 72h, 7d, 14d — sent in your fund's voice, only until the wire clears.

Investor portal

Each LP sees their commitments, calls, distributions, and documents — without another login you have to support.

Quarterly letters

Compose the letter once; NewTaven personalizes and delivers it on the fifteenth, with read receipts by LP.

Wire reconciliation

Incoming wires match against the register automatically. What clears is marked funded; what doesn't enters the cadence.

NewTaven in practice

Built for how funds run

The mechanics are the same whether you run venture, private equity, or a hedge fund: money in, money out, and a record of both that has to hold up years later.

Automated Distributions

Waterfalls calculate from the register, each LP gets their own figure and payment detail, and every step leaves an audit trail you can hand to an auditor.

Ask us how it works
Try it

Draft an LP note in NewTaven's voice.

Describe the situation. NewTaven writes a short, plain email you could send to your limited partners — no puffery, no exclamation marks.

Draft previewto: limited partners
Your drafted note will appear here — ready to review, edit, and send from NewTaven.
Pricing

Pricing is
a conversation.

Every fund is a different size, at a different stage, with a different LP base. We would rather understand yours than post a number that fits no one. A short call, a fair quote, no obligation.

Give your fund the back office it never had time to build.

Manage Fund