Digital VaultBranded vaults on web, iOS and AndroidVault Insights AIAsk any vault a questionIntelligent Document ProcessingExtract and act on document dataDocument LakeOne governed home for every documentBulk Document Distribution350,000 files an hourSecure Document ExchangeNo more email attachmentsOnboarding & Account OpeningCollect, sign, fileFutureVault MCPNEWYour AI tools, governedSecurity & TrustSOC 2 Type II, encrypted end to endPlatform overview →
BY INDUSTRY
Wealth ManagementRIAsFINRA Broker-DealersCIRO Investment DealersBanksCredit UnionsInsuranceFamily OfficesAsset & Fund ManagersBY USE CASE
Custodial statement deliveryTax season deliveryClient onboardingAdvisor transitionsCompliance & audit readinessDocument governanceEstate planningDocument intelligenceAdvisor lead generationPricing
Book a demo
SOC 2 Type II • 1M+ client vaults • 50+ enterprise partners
ALTERNATIVE INVESTMENTSWhat it is
The limited partnership agreement, explained.
The governing agreement of a private fund, setting out commitments, capital calls, distributions, fees, governance and investor rights. Side letters grant individual investors specific terms.
Key fields
What Intelligent Document Processing extracts
Fund and partiesDate and amendmentsCommitment termsCapital call and distribution termsFees and carried interestSide letter provisions
How IDP works With FutureVault
How FutureVault handles the limited partnership agreement.
Delivered to every investorDeliver each Limited partnership agreement to the right investor, entity and advisor vault, tagged by fund and investor.
Extracted on arrivalIntelligent Document Processing captures fund, investor, amounts and dates, ready for reporting and reconciliation.
Governed by entityRole-based access controls by entity and advisor, with a full audit trail on every document.
Related documents
FAQ
Limited partnership agreement questions, answered.
When is the limited partnership agreement due?
At subscription, with amendments and side letters over the life of the fund.
Can FutureVault extract data from the limited partnership agreement?
Yes. Intelligent Document Processing reads the limited partnership agreement and captures fields such as fund and parties, date and amendments, commitment terms, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the limited partnership agreement?
Deliver each Limited partnership agreement to the right investor, entity and advisor vault, tagged by fund and investor. Intelligent Document Processing captures fund, investor, amounts and dates, ready for reporting and reconciliation.