Unified Portfolio Intelligence
Funds and directs in one view with NAV, TVPI/DPI, and allocations by manager, geography, and asset class. Real-time sync across all your investments.
Unify your portfolio intelligence, automate capital calls, forecast cash flows, and generate board-ready reports - all powered by AI agents that work while you sleep.
Scattered data, manual processes, and missed deadlines cost LPs millions. Sound familiar?
GP portals, PDFs, email threads, and spreadsheets scattered across dozens of sources.
Capital call notifications lost in inboxes. Late fees and strained GP relationships.
Concentration risks, policy breaches, and exposure gaps discovered too late.
Days spent compiling board reports from disparate sources. Error-prone and outdated.
One AI-native platform that ingests, analyzes, and acts on your portfolio data automatically.
Emails, PDFs, and GP portals flow into OneLP automatically
Extract data, detect risks, and surface insights instantly
Trigger workflows, alerts, and approvals automatically
Generate board-ready reports with one click
Multi-asset coverage, disciplined capital calls, risk visibility, and reporting—delivered through a single AI-native workspace.
Funds and directs in one view with NAV, TVPI/DPI, and allocations by manager, geography, and asset class. Real-time sync across all your investments.
Pending call alerts, reconciliations, waterfalls, distribution timelines, and MOIC visibility across the portfolio.
Risk scoring, concentration alerts, stress scenarios (-15% / -30% / -50%), and liquidity/VaR with unfunded forecasts.
Generate custom reports using AI for ICs, boards, and auditors—with one sentence.
NAV trends, call statuses, compliance/tax packets, and a secure download proxy—organized and searchable.
Powered by intelligent automation. Default-to-action workflows. Continuous context sync.
Ask questions in plain English and get instant answers. "Show all capital calls issued in Q3" with source-linked results.
AI agents trigger automatically on events. IC prep from new emails, capital call workflows, DDQ generation.
Agents operate on fresh context from docs, workflows, and synced sources. Continuous monitoring with policy-gated execution.
Summarize documents with one click, generate board-ready reports with natural language, draft and send GP emails.
Every recommendation links to sources. Policy guardrails, approvals, and audit trails keep everything compliant.
Instant insights: NAV, TVPI, unfunded, timelines for calls vs. distributions, saved scenarios, and liquidity plans.
OneLP syncs with your existing tools. Everything stays current. Everything lives in OneLP.
Auto-ingest GP emails and attachments. Emails trigger IC Prep workflows. Draft and send directly through Gmail.
Synced calendar detects IC meetings and automatically triggers IC prep workflows 24 hours before.
Watch folders for new documents. Automatically chunk, embed, and index files. Everything becomes searchable.
Slack webhooks deliver workflow updates, approvals, and task assignments in real-time.
Invitation-only authentication, hardened sessions, rate limits, and enterprise-grade controls. Protected by the same security provider as Revolut, n8n, Montblanc, and Kong.
OneLP uses a protective proxy layer to safeguard the platform against common web threats, abuse, and anomalous traffic patterns. This includes built-in rate limiting, bot mitigation, and secure HTTPS termination implemented.
Our platform runs on secure enterprise-grade infrastructure, benefiting from industry-standard security and reliability practices used by leading global organizations. All data is encrypted in transit using modern TLS and data at rest is encryptedusing cloud-native encryption.
The OneLP platform leverages the latest industry-standard cybersecurity practices for continuous application security monitoring, vulnerability detection, and dependency risk awareness.
Client data is partitioned by tenant with explicit access controls, regional hosting, and auditable access paths - ensuring each organization’s data remains isolated within the platform.
Strategy, academia, and global family office expertise to shape OneLP.
Two-time PhD and MBA (Cum Laude) from IE Business School. Vice Dean of Graduate Programs at IE University's School of Science & Technology. Published in MIT Sloan and HBR.
30+ years in corporate advisory and transactional strategy across New York and Madrid, serving UHNWIs and institutions via ONNI Capital Partners.
Seasoned entrepreneur with two decades of experience building and advising startups. Founding member of IHS Markit, which later merged with S&P Global in a $43B acquisition.
Dual-qualified lawyer in Germany and Greece, leading an independent practice in Munich for private and corporate clients across real estate, corporate, and capital markets.
Join the first AI-native operating system built specifically for institutional LPs and family offices.
We are currently onboarding pilot LPs and family offices with white-glove support.