Engineered for LongWater. Phase 1 deploys seven agents in 30 days at LongWater HQ — Investor Reporting, Portfolio Operations Dashboard, Document Processing, Deal Sourcing, Data Sync, Compliance Preview, and an LP Communication Bridge. Designed to give your team back the hours that monthly consolidation absorbs and to give leadership the live visibility that operationally-focused PE is supposed to deliver. Phase 2 extends the same hub into your portfolio companies — at the pace you choose. Code and IP transfer to LongWater on day one. Phase 1 proves it. The rest is your call.
LongWater operates as an operationally-focused PE firm with portfolio companies running their own accounting systems, ops cadences, and reporting formats. Pulling that together every month into a comprehensive investor package takes hours — those are hours your team is currently absorbing on top of everything else they do. Phase 1 gives those hours back. Seven agents at the GP build a centralized operations hub: automated monthly investor packages, live portfolio visibility, document intelligence, deal sourcing across your manufacturing verticals, system-to-system data sync, compliance preview, and an LP communication bridge. Phase 2 extends the same hub into your portfolio companies, at the pace you choose. Code and IP transfer to LongWater on day one — every line of code, every prompt, every integration, yours from kickoff.
How the platform earns its keep. A single operations hub at LongWater HQ runs all seven Phase 1 agents from one place. Portfolio company financials, deal pipeline data, document intake, LP communications, and CRM data flow in. Investor packages, portfolio dashboards, qualified deal flow, document summaries, and compliance signals flow back out — and the time your team currently spends on monthly consolidation, document review, and outreach comes back as hours that compound into more strategic work, not less of it. Code and IP yours from day one.
11 agents across two phases. Phase 1 builds the operations hub at LongWater HQ. Phase 2 extends the same hub into your portfolio companies — at the pace you choose, on terms you set, only when Phase 1 has earned it.
On code and IP ownership. Every line of code, every prompt, every integration, and every model artifact transfers to LongWater on day one of Phase 1. You own the platform end-to-end. We build it, document every component, and hand the keys to your team — including a documentation set built for ongoing operation under outsourced IT support.
Mission control for the GP. Live signal, agent health, and operational throughput — one workspace, all 11 agents, continuous visibility.
Two phases, transparent pricing, every agent priced individually so the math is visible. Phase 1 builds the operations hub at LongWater HQ. Phase 2 extends the same hub into your portfolio companies — at the pace you choose, on terms you set.
Phased commitment by design. You sign for Phase 1 and see production output in 30 days. Phase 2 only activates when you approve it. No bundled pricing, no long-term lock-in, no sunk-cost pressure. Code and IP are yours from day one of Phase 1, regardless of whether you activate Phase 2 — every line of code, every prompt, every integration.
Two ways to read the math. First, your stated 5–15 hours per week — that's the individual contributor floor. Second, the real platform value: these seven agents replace work across the entire back office, not just one seat. We've broken it down so the math is defensible at every line.
Each agent replaces work that's currently distributed across multiple roles. The hours below reflect total platform recovery across Senior Accountant, Controller, AP/AR, Compliance, Partners, and Investor Relations workflows.
What a typical 30-day Phase 1 launch looks like. The full statement of work expands every milestone — deliverables, acceptance criteria, team responsibilities.
A 30-minute working session to confirm scope, map systems, and lock in Phase 1 boundaries before the Master Service Agreement. MSA follows within 3 business days of the session.