LP Reporting & Information Rights
Answer LP reporting requests
from the rights you actually hold.
Connect information rights to fund context and evidence.
PostSig IRI shows which rights apply, which entity holds them, and which source documents support the request before reporting work begins.
Information rights record
REQUEST READY
Reporting need
Ownership
FMV support
Rights
Changes
Right → Request → Evidence
What is owed
Which fund
Due date
Source right
Request with source
See reporting rights clearly
Understand what information the firm is entitled to receive.
Connect rights to documents
Tie each request back to agreements, side letters, and amendments.
Reduce follow-up friction
Know what needs to be requested before the reporting cycle starts.
Support LP transparency
Give finance, fund ops, and investor relations a clearer record to work from.
Information rights record
Ownership evidence
Rights context
Valuation support
Changes since last review
THE PROBLEM
Reporting slows down when information rights are buried.
Information rights are a reporting control. They define what a firm can request, which entity holds the right, and which document supports the request.
The right to receive information is often spread across investor rights agreements, side letters, financing documents, amendments, and later rounds. Teams may not know what information is owed, when it is due, which fund holds the right, or which document supports the request.
That uncertainty turns LP reporting into manual follow-up, legal review, and portfolio company chasing at the worst possible time.
LP reporting gets easier when information rights are visible before the cycle starts.
THE RECORD KEEPS MOVING
Reporting rights move as documents and ownership change.
Information rights may start in an investor rights agreement, shift through side letters, depend on fund/entity context, or change after later rounds. LP reporting suffers when those rights are buried.
01
Investor Rights Agreement
02
Side Letter
03
Amendment
04
Current Information Right
05
Reporting Request
Static records tell you what was signed. IRI needs the current truth: what governs now, and why.
LINEAGEAI™
LineageAI™ connects the document history to the current answer.
It does not just summarize one document. It understands how agreements, side letters, amendments, and later events relate over time, so teams can see what governs now.
Cross-document intelligence
Connects agreements, side letters, amendments, restatements, and related records.
Temporal change tracking
Understands how rights, economics, approvals, and evidence changed over time.
Source-backed answers
Keeps every current answer tied to the documents and lineage behind it.
APPLIED INSIDE IRI
Inside IRI, LineageAI™ becomes an audit workflow: current answer, source evidence, review path, and evidence pack.
CURRENT STACK → IRI
IRI unlocks the intelligence locked inside your documents.
Document Intelligence identifies what each agreement says. Cross-document intelligence shows how agreements relate over time. LineageAI™ keeps the answer current as new documents arrive.
YOUR CURRENT STACK
CLM
Captures negotiated intent and manages the path to signature.
WHAT IRI UNLOCKS
Post-signature intelligence
Turns signed agreements into living investor-rights intelligence teams can act on as the portfolio changes.
YOUR CURRENT STACK
File storage / repositories
Holds agreements, side letters, amendments, and supporting files.
WHAT IRI UNLOCKS
Document Intelligence
Extracts the rights, obligations, economics, and evidence locked inside each document.
YOUR CURRENT STACK
Amendments and new rounds
Change the answer across documents, time, and jurisdictions.
WHAT IRI UNLOCKS
Cross-document lineage
Connects related records to understand how terms relate, what changed, and what supersedes what.
YOUR CURRENT STACK
Spreadsheets and portfolio systems
Track numbers, notes, status, ownership, and company context.
WHAT IRI UNLOCKS
Current governing view
Connects operational data to document context so teams see what is current and what governs now.
Economics
Ownership, preferences, cost basis, and value context stay connected to evidence.
Control
Consent rights, approvals, thresholds, and restrictions stay visible before decisions move.
Defensibility
Every answer can be traced back to source documents and review history.
Timing
Teams answer faster when audits, LP requests, diligence, or exits compress timelines.
LP REPORTING QUESTIONS IRI ANSWERS
The reporting questions your team asks are the questions IRI was built to answer.
Each row starts with a real question and shows how IRI connects the current answer to source evidence. The goal is not faster search. It is a defensible current record.
Reporting Question
IRI Answer
Source Evidence
Which companies owe us reporting?
Surfaces information rights by portfolio company.
Investor rights agreements, side letters, financing documents.
What information are we entitled to receive?
Identifies financial, operational, board, investor update, or metric obligations.
Reporting provisions, side letters, amendments, investor rights agreements.
Which fund or entity holds the right?
Connects reporting rights to fund, entity, and investor context.
Fund records, deal documents, investor rights agreements, side letters.
Which document supports the request?
Links follow-up to the source evidence behind the right.
Agreements, side letters, amendments, document lineage, extracted terms.
Have reporting rights changed?
Tracks amendments, side letters, and updated terms over time.
New financings, amended agreements, restatements, side letters.
What needs follow-up before LP reporting begins?
Helps teams identify missing information, open requests, and support documents before deadlines compress.
Open request records, reporting status, portfolio company follow-ups, review history.
BEFORE / AFTER IRI
From reporting chase to rights-backed response.
Before IRI
Teams chase information without clear rights context
Side-letter exceptions are hard to track
Fund and entity context is easy to miss
Reporting requests become repeated reconstruction
With PostSig IRI
Information rights are visible and source-backed
Requests connect to fund, entity, and document context
Exceptions and rights changes stay current
LP reporting becomes easier to defend
ROLE-BASED VALUE
Built for every team in the reporting cycle.
Fund CFOs and finance teams
Need faster preparation with clearer evidence before LP reporting cycles.
Fund operations
Need less manual chasing and better request coordination.
Investor relations
Need cleaner investor reporting workflows and more reliable portfolio data.
Legal and fund counsel
Need faster review with source context for requests and rights.
Investment teams
Need better coordination with portfolio companies and less ad hoc follow-up.
FAQ
LP Reporting & Information Rights FAQ
What are information rights?
Information rights are contractual rights that define what information an investor is entitled to receive from a portfolio company.
Why do information rights matter for LP reporting?
LP reporting often depends on portfolio company information. Information rights help determine what a firm can request and which document supports it.
How does IRI help with information rights?
IRI surfaces reporting rights and obligations by portfolio company and connects them to source documents, side letters, amendments, and change history.
Does IRI replace investor relations software?
No. IRI supports investor relations by connecting reporting work to the underlying rights and source evidence.
What if rights change after later rounds?
LineageAI™ helps track changes across financings, amendments, side letters, and updated documents.
Which teams use IRI for LP reporting?
Finance, fund operations, investor relations, legal, and investment teams can work from the same source-backed reporting record.
IRI PLATFORM
The operating intelligence layer for investor rights.
The same IRI foundation supports audit readiness, valuation review, LP reporting, approvals, rights tracking, diligence, and exit preparation.
IRI PLATFORM VIEW
A current operating view across rights, economics, workflow, and evidence.
Deal Workflow
Move audits, approvals, diligence, exits, and portfolio follow-up from question to reviewable action.
Portfolio Intelligence
See firm-wide exposure, fund-level rights, and portfolio company context without rebuilding history.
Cap Tables & Economics
Connect ownership, cost basis, FMV, liquidation preferences, seniority, and round history.
Cross-Document Intelligence
LineageAI™ connects related documents to show what is in force now.
LP Reporting
Connect information rights, fund/entity context, and source evidence behind reporting requests.
Rights Intelligence
Surface information rights, consent rights, approval thresholds, protective provisions, and governance constraints.
READY WHEN IT MATTERS
Make reporting requests rights-backed from the start.
See how IRI connects LP reporting needs to current information rights and source evidence.
Know what you can request before the reporting cycle starts.
OS for
Venture.
Operating intelligence for venture scale.
