# Investops, supercharged.

Real-time intelligence for the modern investment office.

## Mantle's AI engine reads and classifies each document by type.

## Capture every statement, notice, and report from your GP portals.

## Every critical line item is pulled, turning flat text into structured, actionable data.

## Verified, reconciled, and linked back to the source. Your data is polished and ready.

## Total visibility. Zero effort.

From reconciliations to tax prep, instantly see which documents have been received, what's missing, and who you're waiting on.

### Document Tracking

| Year  | Capital Statements | Financial statements | Investor reports | Security Name                         | Document type      |
|-------|--------------------|---------------------|-----------------|--------------------------------------|--------------------|
| 2026  | Received           | Awaiting…           | Received         | Eniac Ventures V, L.P.               | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Accel Investments Fund I              | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | BAL Capital Fund III                  | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Garage Capital Fund IV LP             | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Harborview Private Capital I          | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Hedgegrove II Offshore                | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Next Platform Fund I                  | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Northbridge Capital V                 | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Polaris Opportunity Fund              | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | StandUp Ventures L.P.                | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Strata Investments III                | Financial statement  |
|       | Awaiting…          |                     | Awaiting…       | Triton Opportunities IV               | Financial statement  |

## Summarize with AI

Move from generic summaries to sourced intelligence. Mantle extracts the insights that matter most, keeping every figure traceable to the source document for total transparency.

### AI Summary

The document is an investor update for Workhaus Capital Funds, dated November 2025, providing an update for Q3 2025.

1. **Portfolio Company Developments**  
   The fund completed a follow-on investment in Substack as part of its $100M Series C financing round, bringing the fund to a full position. Substack is a platform that enables writers, podcasters, and creators to build direct-to-audience businesses through publishing, subscriptions, and community tools.

2. **Market Commentary**  
   Control your data. Mantle syncs copies of your documents to SharePoint, ensuring your records remain accessible and secure, regardless of vendor.

## Insights and reporting

Mantle automatically transforms your documents into clean, structured reports. Create custom views to surface the metrics that matter most.

### Asset Allocation Report

| Year | Period ending | End balance amount | by                |
|------|---------------|--------------------|------------------|
| 2025 | Q3            |                    | Asset class      |
|      |               |                    | Hedge fund       |
|      |               | $2,500,000.00      |                  |
|      |               |                    | Private equity   |
|      |               | $1,000,000.00      |                  |
|      |               |                    | Real Estate      |
|      |               | $1,000,000.00      |                  |
|      |               |                    | Venture Capital   |
|      |               | $500,000.00        |                  |

### Investment Position

See your total committed, funded, and unfunded capital across all investments. Quickly understand where your money is deployed and what remains outstanding.

### Investment Activity

Track how your portfolio’s value evolves over time, including contributions, distributions, and NAV changes. Gain a clear view of what drives performance each period.

### Look Through

See the full picture of your portfolio by looking through funds to the underlying assets. Understand true ownership, exposure, and potential concentration risks.

## Serving the full spectrum of institutional investors

Mantle Portal supports a broad range of investment organizations—each with its own objectives, constraints, and operating models:

- Family Offices
- RIAs
- HNWIs
- Fund-of-Funds
- Pensions
- State Investment Boards

Diverse Ecosystems

## Efficiency is the new Alpha.

Real-time intelligence for the modern investment office.