Generate PDF & Excel reports
Complete Reg D investor roster, capital raised, and fund activity for SEC submission.
Quarterly investor update including portfolio performance, project milestones, and payout schedule.
Comprehensive board deck: capital raise progress, compliance status, and projections.
All fees collected, outstanding fees, and revenue projections by category and time period.
Full user list with roles, join dates, KYC status, and investment summaries.
Complete immutable log of all transactions, payments, and fund flows.

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