Stop chasing LPs.
Start building trust.

Mextyl gives Investor Relations teams one LP Portal for capital calls, distributions, KYC/AML and ILPA-compliant reporting — replacing weeks of manual data-chasing with a single automated reporting cycle.

Mextyl Investor Relations — capital calls, quarterly reporting, KYC/AML and LP communications
Solutions
Built for how
IR teams actually manage LPs.

From portal chase to capital marketing — three integrated pillars removing the manual work standing in the way of Investor Relations.

01 · Automated Capital Flows

From manual reconciliation to one-click issuance

Capital calls and distributions calculated pro-rata against the LPA, issued in bulk, and reconciled automatically as LPs pay — eliminating the tedious bank-statement matching that traditionally eats an IR team's week.

1
Automated capital call issuancePro-rata calculations and bulk notices sent directly to the LP Portal
2
Waterfall calculator built-inEuropean and American models with full carried-interest audit trail
3
Late-payment trackingAutomatic follow-up instead of manually chasing outstanding LPs
Explore LP Portal
02 · ILPA-Compliant Reporting

Transparency as a fundraising advantage

Fee transparency aligned with ILPA standards is now cited by institutional LPs as a top factor when selecting managers. Mextyl generates quarterly reports, fee schedules and NAV statements to that standard automatically.

1
ILPA-aligned quarterly reportsGenerated automatically from live fund and portfolio data
2
NAV, IRR, TVPI, DPI trackingCalculated and published per fund and per LP, always current
3
DDQ-ready documentationRespond to institutional due diligence requests without a scramble
Explore Reporting Center
03 · LP Self-Service Portal

The banking-app experience LPs now expect

Modern LPs reject email attachments — they expect 24/7 self-service access to balances, tax documents and performance metrics. A single branded portal replaces scattered email threads and one-off PDF exports.

1
Branded, self-service LP PortalBalances, documents and performance available on demand, 24/7
2
KYC/AML workflow built-inStructured onboarding replaces manual identity verification chains
3
Communications hubBroadcast updates and track engagement without leaving the platform
Explore LP Communications
Explore the Suite

Everything IR needs.
Nothing lost in an inbox.

From capital calls to communications — a single operating system built around how Investor Relations teams actually work with LPs.

CAPITAL CALL #4
LPAmountStatus
Pension Fund A$1.2MPaid
Family Office B$640KPaid
Endowment C$380KPending

Capital Calls

Pro-rata amounts calculated automatically from the LPA, notices issued in bulk, and payment status tracked in real time — no more manually reconciling bank statements against a spreadsheet.

See LP Portal
CALL STATUS
Total called$4.2M
Received91%
Outstanding LPs2
REPORT GENERATION
Data normalizationAutomated
NAV calculationComplete
ILPA templateApplied

Quarterly Reporting

Where data normalization traditionally consumes the first two weeks of a six-week reporting cycle, Mextyl's connected data model turns it into a matter of days — with ILPA-aligned templates generated automatically.

See Reporting Center
FUND PERFORMANCE
Net IRR22.4%
TVPI1.8x
DPI0.6x
LP ONBOARDING
LPDocumentsStatus
New LP #124/4Verified
New LP #133/4Pending

KYC / AML Onboarding

Structured document collection, verification status tracking and periodic re-verification replace manual email-based onboarding that typically delays LP activation by weeks.

See KYC/AML Workflow
ONBOARDING TIME
Manual process~3–4 weeks
With Mextyl~3–5 days
Re-verificationAutomated
Q3 UPDATE BROADCAST
Sent to47 LPs
Opened38 (81%)
Data room timeTracked

LP Communications

Send quarterly updates, track who has opened them and how much time investors spend in the data room — turning IR from reactive email support into proactive relationship intelligence.

See Communications Hub
RFI TRACKER
Open requests3
Avg. response time1.2 days
Audit confirmationsOn track
Why Mextyl

Why Investor Relations teams
choose Mextyl.

No More Portal Chase

Capital calls, distributions and NAV data live in one connected system — no more reconciling scattered emails, PDFs and bank confirmations by hand.

Transparency as a Selling Point

ILPA-aligned reporting isn't just operational hygiene — 74% of institutional LPs cite fee transparency as a factor in choosing which managers to back.*

Bank-App Grade Self-Service

LPs no longer accept email attachments. A branded portal gives them 24/7 access to balances, documents and performance — the experience they now expect by default.

KYC/AML Without the Weeks-Long Wait

Structured document collection and status tracking replace manual identity-verification email chains that typically delay LP activation by weeks.

From Reactive to Proactive IR

Engagement tracking on updates and data rooms shifts IR from answering inbound requests to proactively spotting disengaged or at-risk LP relationships.

Scale From 26 to 100+ LPs

Fund LP counts range from a median of 26 at small funds to 104+ at funds above $250M.* Mextyl's reporting stays effortless at every size.

* Source: industry LP survey data and fund-size LP-count benchmarks — cited for context only.

Platform

Everything IR touches daily.
Nothing outsourced to email.

Products & Features

LP Portal & Capital Flows

Fund financials and LP self-service, connected end to end.

Learn more
LP Portal & Capital Flows
Included in this module
Capital call issuance & late-payment tracking
Distributions with waterfall preview
Waterfall calculator (European / American)
Branded, white-label LP Portal access

Reporting & Compliance

ILPA-aligned reporting generated automatically.

Learn more
Reporting & Compliance
Included in this module
8 report types via the Reporting Center
ILPA-compliant quarterly reports
KYC/AML workflow & document vault
Full audit trail for every LP transaction

Communications Hub

Structured LP outreach with engagement intelligence.

Learn more
Communications Hub
Included in this module
Quarterly update broadcasts
Open & engagement tracking
Data room time-in-view analytics
RFI & audit confirmation tracker

AI Agent Suite

Claude Sonnet 4.6-powered agents embedded across IR workflows.

Learn more
Claude
AI Agent Suite
Included in this module
AI-drafted quarterly narrative updates
Automated capital call & report drafting
MiFID II / SEC Safe Harbor guardrails
3-tier memory of LP conversation history
Mextyl Investor Relations — LP portal, reporting, communications hub and AI agent suite

Build LP trust.
Not another spreadsheet.

Join Investor Relations teams already using Mextyl to automate capital calls, ILPA reporting and LP onboarding on one platform.

Alphy
AI Sales Assistant
Welcome to Mextyl! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how Mextyl can help your investment firm centralize data, deal flow and AI agents?
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