For private equity firms
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.
In the product
Per-LP shares
The IR book renders from your template; the agent ships one share per LP, watermarked with their name and gated the way the partner picked. A leaked update decodes back to the LP who received it.
How watermarks work$ pnpm forensics:identify --html leaked.html
→ share_3b1a · jhalloran@lp-partners.com
The compliance trail
AUM, DPI, net IRR — each carries an approver and a freshness window. The audit log walks from the LP share to the slide to the metric to the person who approved it, in one query.
How governance worksWhat 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
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.
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.
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.
What changes
For the IR partner
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.
Going deeper
Compliance
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
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
Also for