Key Takeaways

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Automate K-1 data management – Eliminate manual entry, errors, and delays.
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Centralize alternative investment documents – Store, search, and access all records in one secure platform.
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Use AI for real-time insights – Automate ingestion, allocation, and reporting across LP relationships.
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Replace spreadsheets with interactive reports – Cut reconciliation time and simplify audits.
From K-1 Nightmares to Dreamy Workflows

The administrative burden of alternative investments can be a major pain point for family offices. Tracking potentially hundreds of LP relationships, planning for capital calls and dealing with K-1 documents to calculate tax obligations takes time, not to mention reporting on these investments accurately as needed.

This information is also scattered across third-parties, and in different formats, so collecting, interpreting and recording this is time-consuming, and due to its manual processing, prone to human error.

So how do family offices handle the increased complexity that comes with alternative investments? 

That’s where Masttro comes in. With real-time insights via our AI module that automates alternative investment data ingestion, analysis and allocation, Masttro automates the repetitive manual processes involved in managing alternatives. 

The platform also generates automated, interactive reports in real-time, eliminating legacy spreadsheet reporting chaos. No more manual reconciliations, or the painful process of handling alternative investment data. 

Beyond this, once the information is within the secure platform, it doesn’t just live as a static report. Data is analyzed, documents are stored directly in their Masttro instance and are searchable anywhere on-platform, allowing users to review data, run reports and do a lot more with the info than simply keep it stored.

Masttro turns fragmented files into structured knowledge, transforming every document from any investment into information that is contextualized, searchable, and actionable. And by replacing manual tasks and automating workflows, it saves your family office valuable time and cost. 

This is only one element within our end-to-end solution that drives efficiency and scalability - speak to us to discover more.

Whitepaper

Alternatives Reporting: From Below the Line to All of the Above

Alternatives are going mainstream. What are their reporting needs?
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