What we appreciate about Tulip is that the team does not just build software from the outside. They work closely with us, understand how fund operations actually run, and translate that into a product that gives us a clearer overview of our structures and data.
Real fund use cases. Tangible from day one.
What teams actually ship on top of the Tulip foundation in the first weeks.
01 — Knowledge graph
Build your fund’s digital twin.
We extract data from public registers like Registerportal and combine it with your fund documents to build a connected knowledge graph. Query your fund data the way you’d ask an analyst.
Public register data ingested and structured automatically
Fund documents parsed into entities, relationships, and positions
Natural-language queries across your full structure
Example
Ask Tulip
“Which portfolio entities are connected to Entity X through >10% ownership?”
How Tulip works
From scattered fund files to structured intelligence.
Tulip connects the documents, spreadsheets, data rooms, and reporting context your team already uses, turns them into a source-linked knowledge graph, and produces structured data fund teams can inspect and trust.
Data sources
Knowledge graph
Clean data
PDFs
Excel
Data rooms
SharePoint
E-mail
Structured output
Clean entities, relationships, KPI tables, source links, and exports ready for downstream workflows.
Data sources
PDFs
Excel
Data rooms
SharePoint
E-mail
Knowledge graph
Clean data
Structured output
Clean entities, relationships, KPI tables, source links, and exports ready for downstream workflows.
Delivers valuable context for your agentic systems
OpenClaw
OpenAI
Claude
Any Other Agentic System
Workspace mechanics
Your funds second brain.
Tulip is not a generic chatbot on top of a folder. It structures fund documents, links outputs to sources, and gives finance, legal, and deal teams a controlled workspace for agentic work.
Trust layer
AI that fund teams can inspect.
Private equity teams will not adopt black-box automation for legal and LP-facing work. Tulip is built around source linkage, review, and controls from the first workflow.
Source-linked by default
Structure charts, KPI lines, and answers retain citations to the documents and clauses behind them.
Human review in the loop
Agents draft the work; fund teams review, correct, and approve before anything becomes reporting or exported work product.
Permissions for sensitive data
Role-based access keeps finance, legal, and investment stakeholders aligned without exposing every document to every user.
Why Tulip?
Not another dashboard. An AI workspace for fund work.
PE teams already have systems of record and reporting tools. Tulip focuses on the messy work between them: reading documents, linking sources, extracting metrics, and producing outputs a fund CFO can defend.
Typical PE workflow
×Excel and SharePoint become the glue between legal documents, IC decks, and LP reporting
×Point solutions like Carta, Chronograph, or Bunch solve slices, but not cited legal structure work and portfolio KPI extraction together
×Quarterly KPI packs are rebuilt manually and are difficult to audit under LP scrutiny
×Entity relationships, obligations, and reporting context remain trapped in files instead of a shared graph
Tulip workspace
✓Agents create structure charts from legal documents with clause-level evidence
✓Portfolio KPI extraction is tuned for LP reporting, not generic BI dashboards
✓Agentic GraphRAG turns fund documents into a source-linked knowledge graph
✓Finance, legal, and investment stakeholders work from the same cited outputs with controlled access
Show Tulip to your fund CFO
Book a focused walkthrough around structure charts, portfolio KPI extraction, and LP reporting workflows.
Bring the process you run today. We will map where agents can produce cited outputs from your existing fund documents.
OpenClaw
OpenAI
Claude