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AI native investor portal and fund admin platform.

Use Al: eliminate manual data entry and handle all sophisticated waterfalls.

Only $495/Month regardless of your AUM.

 

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Your current investor portal is bleeding you dry

You're paying $18,000+ per year for your fund admin software and what has it done for you lately? Connect is investor portal software for the AI era. Yes, seriously only $495/month flat fee. Forever. No AUM fees, no investor-count charges, no hidden costs. Your success shouldn’t increase your software bill.
 
Connect-No-AUM-Fees
 
Excel doesn’t charge you extra when your numbers grow, why should we?

Feature Comparison Table
Features Connect Juniper Square AppFolio Agora
AI Native ✓ — — —
Flat Pricing Model ✓ — — —
Complex Waterfall Calculations ✓ — — —
Side Letters Built In ✓ — — —
Unlimited Share Classes ✓ — — —
Free LP Portfolio Tracker ✓ — — —
Entity Hierarchy Based Distributions ✓ — — —
Investor CRM ✓ ✓ ✓ ✓
LP Communications ✓ ✓ ✓ ✓
Document Storage ✓ ✓ ✓ ✓

Feature Demo

Demo Video

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Built for GPs

Save $50k+ Annually

Flat fee forever vs. AUM-based pricing that bleeds you dry as you grow.

Save $50k+ Annually

AI Native Data Entry

AI reads K-1s, statements, and LP docs, catching errors before they happen.

AI Native Data Entry

Handle Fund Complexity

Infinite share classes, side letters, and waterfalls that match your legal docs.

Handle Fund Complexity

White-Label Ready

Your brand, your domain, your investor experience.
White-Label Ready

Performance Tracker

LPs get a free Wealth account, giving your firm huge value add.
Performance Tracker

SOC-2 Type II

Enterprise security trusted with tens of billions in AUM.
SOC-2 Type II
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Real-Time Waterfalls

Handle infinite share classes and complex side letter terms. Finally, calculations that match your actual legal documents.

 

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Native AI From Day One

Upload any document: K-1s, capital statements, subscription docs. Protect your reputation with AI that extracts data, catches discrepancies, and alerts you to potential errors before LPs ever see them.

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Enterprise Security

Bank-grade encryption, audit trails, and SOC2 compliance workflows. Already trusted with tens of billions in AUM.

 

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Still on the fence?
See why firms managing billions have already switched.
Schedule a Demo
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Unlock Your Connect Account
Start free, or supercharge growth at just $495/mth.
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"Cut our portal costs by $45,000 annually. The AI catches errors that would have damaged LP relationships."
PE Headshot
Jamie P.
CFO, $850M Real Estate Fund
"Waterfalls that handle our share classes and 15 side letters without forcing us back to Excel."
VC Fund Manager
Alexandra W.
Fund Controller, Growth Equity Fund
"The flat fee means we can raise our next fund without software costs eating into our management fees."
VC headshot
Eric L.
Managing Partner, $320M PE Fund
Screenshot - Product - Connect5

Never Send Wrong Numbers Again

AI reviews every distribution before it goes out, flagging discrepancies and alerting you to potential errors. 

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From PDF to Posted in Seconds

Drop in any document—capital statements, K-1s, wire instructions. Our AI extracts the data, validates it against your existing records, and posts it automatically.

For Managing Partners

Stop paying the AUM software tax. Grow your fund not your costs.

For CFOs & Fund Controllers

Eliminate manual re-entry and catch errors before they hit LP accounts.

For Investor Relations Teams

Protect reputation with mistake-proof communications and audit trails.

FAQ

How is Copia Connect different from Juniper Square?

Beyond costing 95% less, we handle unlimited share classes and complex side letters that Juniper can't. Our AI eliminates the manual work their platform still requires. And we'll never punish you with higher fees as your AUM grows.

Is my data secure?

We're SOC-2 compliant and already trusted with tens of billions in AUM. Bank-grade encryption, comprehensive audit trails, and enterprise security protocols protect your sensitive LP data.

What about my existing fund data?

Our AI-powered migration reads your existing documents and builds your entire fund structure—entities, waterfalls, LP contacts, everything. Most GPs are fully operational in under a week without any manual setup.

Will my LPs need training?

Every LP gets a free Copia Wealth account where they can track their entire portfolio, not just your fund. The interface is intuitive and modern—most LPs prefer it to legacy portals.

What if I have complex waterfall calculations?

That's exactly why we built Connect. Infinite share classes, side letter terms, catch-up provisions, hurdles—if it's in your LPA, our waterfalls can handle it. No more maintaining parallel Excel models.

Do you really charge the same for a $50M fund and a $5B fund?

Yes. $495/month flat fee. Forever. No AUM tax, no investor-count fees, no hidden costs. Your success shouldn't increase your software bill.

How can Copia Connect cost only $495 a month when others charge tens of thousands?

We build and ship software very differently. Tiny, AI-assisted engineering squads push updates straight to a cloud-native, multi-tenant stack—no armies of consultants, no custom deployments, almost no DevOps overhead. Those efficiencies flow through to you as a flat fee. As venture investor Chamath Palihapitiya put it, “Custom AI will replace your vertical SaaS for a fraction of the annual costs.

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Join GPs already managing billions

Flat-fee pricing. Mistake-proof operations. No AUM tax.

capital call personified, meeting for the first time, marble, poster work
Still on the fence?
See why firms managing billions have already switched.
Schedule a Demo
ancient map, compass
Unlock Your Connect Account
Start free, or supercharge growth at just $495/mth.
Get Started