Now in early access

Private markets ops,
finally automated.

Whether you're an individual investor managing capital calls, a fund issuing notices to LPs, or a fund of funds sitting in the middle — HighTraverse automates the work so you don't have to.

Request Early Access See how it works →
2hrs
Saved per capital call
4
Core workflows live
100%
Audit trail on every document
0
Manual allocation errors

The same manual work, every single capital event.

Every capital call or distribution triggers the same chain of steps — regardless of where you sit in the fund structure.

01
Manual PDF processing
Notices arrive as PDFs. Someone reads them, pulls out the numbers, and re-enters the data by hand.
02
Calculations in Excel
Allocations, ownership percentages, and distribution amounts calculated manually. One wrong cell ripples everywhere.
03
Documents drafted in Word
Notices and memos written one by one from templates. Copy, paste, update — for every LP, every time.
04
Wires set up by hand
Bank details pulled from spreadsheets, wires initiated manually. No verification, no audit trail, no protection against fraud.
Time spent today — per capital call
2–4 hrs
Manual, error-prone, no audit trail
versus
Time with HighTraverse
<10 min
Automated, accurate, every step logged
What that means annually
A firm processing 50 capital calls per year saves 150+ hours of ops time — nearly a full month of work, eliminated entirely.

Built for every part of the fund structure.

HighTraverse works for individual investors, funds issuing notices, and fund of funds managing both sides. Select your role to see what it does for you.

You hold positions in underlying funds. Capital calls come in, you wire money out, distributions come back. HighTraverse handles the paperwork and wire prep automatically — and gives you a full picture of your portfolio over time.

📄
Capital call parsing
Upload the notice PDF. Fund name, amount, and due date extracted automatically.
Live
🏦
Wire template + fraud detection
Wire instructions extracted and verified against historical records. Any change in bank details flagged before money moves.
Live
📊
Portfolio FMV dashboard
Capital statements ingested automatically. FMV per investment updated each period — your full portfolio in one view.
Coming soon
🗄️
Document vault
Every capital call notice, distribution notice, and wire template stored securely with a full audit trail.
Coming soon
Wire verification — capital call received
📄
Sequoia Capital Fund XVIII — Capital Call
$125,000.00 · Due June 15, 2026
Parsed
🏦
JPMorgan Chase · ABA 021000021
Sequoia Capital Management LLC
MATCH
⚠️
Accel Growth Fund IV
Account number changed — verify before wiring
CHANGED
📋
Wire Template — Sequoia Capital Fund XVIII.pdf
Ready to submit · Sign-off lines included
Ready
Coming in Phase 3
FMV dashboard — all your positions, updated each period from capital account statements. Your full portfolio value in one view.

You're issuing capital calls and distributions to your limited partners. HighTraverse calculates every LP's pro-rata share, generates branded notices automatically, and maintains a full audit trail on every document sent.

🧮
Pro-rata allocation
Every LP's share calculated from ownership percentage. Rounding handled per fund accounting standards — reconciles to the penny every time.
Live
📄
LP capital call notices
Branded capital call memo generated per LP automatically. Each notice shows their specific amount, due date, and fund details.
Live
💚
Distribution notices
Distribution notices generated per LP when it's time to return capital. Same workflow, full audit log.
Live
🗄️
Document vault
Every notice issued stored securely and searchable. Full chain of custody — who generated it, when, for which LP.
Coming soon
Notices generated — LP capital call
📄
Anchor Capital LP - Capital Call Notice.pdf
$638,250.00 · Due June 15, 2026
Sent
📄
Meridian Family Office - Capital Call Notice.pdf
$425,000.00 · Due June 15, 2026
Sent
📄
Bluewater Endowment - Capital Call Notice.pdf
$212,500.00 · Due June 15, 2026
Sent
📄
Summit Partners III LP - Capital Call Notice.pdf
$106,250.00 · Due June 15, 2026
Sent
+ 13 more notices · Total reconciled: $4,250,000.00

You sit in the middle — receiving capital calls from underlying funds and issuing them to your own LPs. HighTraverse handles both sides of every transaction: inbound notice to wire out, and allocation to LP memo. All four workflows, fully automated.

📄
Capital call ingestion + allocation
Receive a capital call PDF from an underlying fund. Extract the details, map to your vehicle, and calculate every LP's pro-rata share automatically.
Live
📋
LP memo generation
Branded capital call memo generated per LP. Each notice shows their specific allocation, due date, and wire instruction placeholder.
Live
🏦
Wire template + fraud detection
Wire instructions extracted and verified against historical records. Any change in bank details flagged before money moves.
Live
💚
Distribution notices
When distributions come in, the same workflow runs in reverse — allocate to LPs, generate branded notices per investor.
Live
Full workflow — fund of funds capital call
Step 1: Ingesting capital call PDF...
  Fund: Sequoia Capital Fund XVIII
  Call: $4,250,000.00 · Due June 15
 
Step 2: Mapping to vehicle...
  HT Growth Fund II
 
Step 3: Calculating LP allocations...
  Total reconciled: $4,250,000.00
 
Step 4: Generating LP memos...
  [OK] Anchor Capital LP — $638,250.00
  [OK] Meridian Family Office — $425,000.00
  [OK] Bluewater Endowment — $212,500.00
  ... 14 more
 
Step 5: Wire template...
  Status: MATCH — verified, ready to submit
 
  All documents generated · Run logged
Coming in Phase 3
FMV dashboard — FMV per underlying investment and per LP investor, updated from capital account statements each period.

From notice to wire, without touching a spreadsheet.

Every step of your capital call and distribution workflow, automated. Built for the way private markets operations actually work.

01
Document ingestion
Capital calls and distribution notices parsed automatically. Fund name, amount, and date extracted with no manual data entry. Works for notices received and notices issued.
Live
02
Pro-rata allocation
Every LP's share calculated instantly. Rounding handled per fund accounting standards — reconciles to the penny every time, across any fund structure.
Live
03
Memo & notice generation
Branded capital call and distribution notices generated for every LP automatically. What used to take hours per notice takes seconds.
Live
04
Wire automation + fraud detection
Wire templates generated per transaction. Bank detail changes flagged automatically before money moves. Approval workflow and full audit trail built in.
Live
05
Live FMV dashboard
Capital statements ingested automatically. FMV per investment and per investor, updated each period. Built for investors and fund of funds — your full portfolio in one view without touching your GL.
Coming soon
06
Document custody vault
Every document encrypted, indexed, and stored with a full chain of custody. Search any capital call, distribution notice, or memo ever processed. Built for compliance from day one.
Coming soon
07
AI intelligence — private by design
Natural language queries, valuation reasoning, and cashflow forecasting — powered by enterprise AI infrastructure. Your data is processed via API, never exposed to consumer AI products, and never used to train models.
Coming soon

Where we're going.

Phase 1 is complete and running against live data. The platform is expanding into a full web application with AI-powered document processing — built on enterprise API infrastructure so sensitive financial data never touches a consumer AI product.

Phase 1
Automation Engine
Now · Complete
✓ Complete
Capital call allocator
LP memo generator
Wire template + fraud detection
Distribution notice generator
Supabase data layer
Full audit logging
Phase 2
Secure Web App
Months 2–6
⟶ In progress
FastAPI backend
Authentication + user management
Supabase secure storage
Web UI for all workflows
AI document extraction — any GP format
Stripe billing integration
Railway cloud deployment
Phase 3
AI Intelligence Layer
Months 6–12
Planned
FMV dashboard from cap statements
AI valuation reasoning + GP methodology flags
Cashflow forecasting from call history
Natural language portfolio queries
Advanced wire fraud pattern detection
Document custody vault
Enterprise AI infrastructure (Azure OpenAI)
SOC 2 Type I
Phase 4
Enterprise
Months 12–18
Planned
Addepar integration
Allvue wire templates
LP self-service portal
White-label for fund admins
SOC 2 Type II
Enterprise SLAs
Limited spots available

Be among the first to run your ops on HighTraverse.

We're onboarding a small group of design partners across all three user types. If your team is still processing capital calls and distributions manually, we want to talk.

No commitment. We'll reach out to schedule a 30-minute call.