Register the fund.
From the documents you already have.
Upload the LPA, PPM, and formation papers. Klugrid drafts the fund record with a citation for every fact, then waits for a named person to confirm before anything goes live.
01Set up in action
Upload the LPA and PPM. The record drafts itself, with a citation for every fact.
Real documents in. A fund record out.
LPA, PPM, formation certificate. Optional side letters.
The manager uploads the pack they already use with counsel and LPs. Klugrid does not invent a new questionnaire. It reads what you already signed.
Every fact linked to a clause.
Fees, term, notice periods, minimums: extracted and cited.
When a field is missing from the documents, it stays blank until a human enters it. Klugrid extracts only what the documents state. It never guesses.
Nothing commits until someone confirms.
Named human review. Permanent audit trail from day one.
The draft sits ready for the GP. Confirming it opens the register for onboarding, verification, and administration on the same grid.
Setup reports you can keep.
Fund register draft, citation index, GP sign-off pack.
Export for counsel, administrators, and your own records. The same facts that powered setup stay attached to every later operation.
Full term sheet · every field linked to sourceReady
LPA · PPM · formation certificate · clause-level mapReady
Review checklist · one-click export for recordsReady
Migration
Already running a fund?
Already running elsewhere? We import register, documents, and history in an afternoon: CSV import, bulk document upload, grandfathered verification, and fresh screening across the book. Then every investor, old and new, runs on the same grid.
Once the fund record is live, onboarding, verification, and administration run on the same grid. See how Klugrid onboards →
Fund operations don't need another tool.They need one system that replaces ten.