For private equity firms

Ship every LP letter, IR book, and portco update on the same brand spine.

Codexroom holds the fund's brand in code, hands your team and your agent a typed library, and watermarks every share to the LP who opens it. Fund I, Fund III, and the Fund IV roadshow all read from one source.

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What we know about your week

Your IR team is closing the quarter. The deck for the LP advisory committee is on its fourth pass. The associate is at 1 a.m. fixing the page numbers on the portco update. The deal team needs a custom data pack for the LP that asked a follow-up after Tuesday's call. The brand book that landed in 2021 sits in a Drive folder nobody opens.

Every fund has the same week. Every fund deserves a system that takes it back.

What Codexroom does for a PE firm

One workspace. Three layers. The fund stays on brand.

The IR book becomes a template. Your designers author the IR book once as a deck template. Tokens hold the fund's colour ramp, the disclaimer copy, the legal footers. Every quarter the IR analyst fills the slots. The book renders the way the brand team approved it.

The data room becomes the source. AUM, dry powder, gross MOIC, DPI, fund-level IRR. Each metric lives in the data room with an approver and a freshness window. The validation engine flags any deck that uses a stale number before the partner ever sees it.

The LP letter ships from the agent. Your AI assistant pulls the quarter's metrics, the portco wins, and the approved language. It assembles the LP letter in your template and creates one share per LP, each watermarked with the LP's name, gated with the controls the partner picks (password, the LP's office IP range, country allowlist for cross-border funds, email verification, a view cap), and expired at the next quarter.

For the IR partner

Twelve hours back per quarterly cycle.

The brand work that took the associate three weeks runs in an afternoon. The associate spends the rest of the week on the LP conversations the partner asked for. The IR partner reads the per-slide engagement chart and learns which page of the letter the LPs read.

Compliance

A trail from the LP back to the approver of the metric.

Every LP share carries a per-recipient watermark. The invisible fingerprint survives copy-paste. If a confidential update reaches a journalist, the forensics tool decodes the file back to the share that produced it. Every metric on the deck links to the user who approved it and the date they did. Compliance reads the audit log in one screen.

Portco quarterly

Same library. Different chrome.

The portco update is a different deck template with the portfolio company's brand layered as chrome on top of the fund's tokens. The same data room serves both. The same agent assembles both. The portco CEO opens a watermarked share with their name on it.

See it work

Talk to the Codexroom lead who works with PE firms.

A 30 minute call. Bring your fund's brand book and one LP letter you wish your team had not rebuilt three times.

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Also for

Other firms run on Codexroom too.

Venture capital

Quarterly LP updates, founder support decks, and portfolio reports on the firm's brand.

Investment banking

Pitchbooks, CIMs, and fairness opinions with watermarks tied to each prospect.

Consulting

A governed slide library your partners trust and your associates can compose from.

Sales enablement

Per-account decks that match the playbook and report back who read which slide.