K-1 documents, private equity investments, multiple entities, and performance analytics — consolidated into one platform built by a family office practitioner.
Core Capabilities
No more spreadsheets, scattered PDFs, or end-of-year scrambles.
Upload, organize, and track every K-1 by entity and tax year. Status tracking from pending to received, with secure storage and fast retrieval.
Track commitments, capital calls, and distributions across every fund. Full cash-flow history with dates, amounts, and notes.
Trusts, LLCs, individuals, foundations — organize investments by entity with consolidated rollups across your whole structure.
IRR, XIRR, TVPI, DPI, RVPI, and MOIC calculated automatically from your cash flows. No manual spreadsheet formulas.
Visualize exposure by strategy, vintage, and entity. Export clean PDF reports for stakeholders and advisors.
Invite your CPA to view and manage your data directly — no more emailing documents back and forth at tax time.
Osprey calculates every standard private equity metric automatically from your capital calls and distributions — the moment you enter a cash flow.
Every K-1 in one place, tagged by entity and tax year, with clear status tracking. When your accountant needs a document, it is one click away — not buried in an email thread.
A short walkthrough is the fastest way to understand the fit.