Client Reporting & Insights — Reimagined

Bringing client reporting
and insights into
the modern era.

Kahe connects the reporting data and market insights that asset managers produce to the clients and systems that need them, using AI-driven connectivity. Across every asset class. Replacing the quarterly PDF with a live, structured, intelligent data relationship.

For Asset Managers For Asset Owners
Kahe platform flow ASSET MANAGER KAHE ASSET OWNER / WEALTH MANAGER Performance & Returns IRR · TVPI · DPI · TWR · PME Portfolio & Holdings Data Positions · Sector · Attribution CIO Commentary & Views Portfolio perspective · Market outlook Research & Insights Sector analysis · Macro views LP Capital Accounts Contributions · NAV · ILPA v3 Regulatory Disclosures ILPA · AIFMD · SFDR · K-1 kahe Ingest & Connect 30+ source connectors · Snowflake Data Sharing Standardize & Govern ILPA v3 · LP permissions · Audit trail Route & Deliver MCP · REST API · Snowflake · Live Portfolio analytics Live IRR · TWR · Attribution · Benchmark AI query layer Natural language · Cross-manager Commentary & research Searchable · Surfaced by relevance Manager scorecards Selection · Monitoring · Due diligence Compliance delivery ILPA · SFDR · AIFMD · K-1 / 1099
60–80% of reporting production is still manual. Headcount, not infrastructure.
Weeks spent each quarter by asset owners extracting data from manager PDF reports
Zero shared infrastructure connects manager reporting and insights to client AI systems today
Coverage

Every asset class.
One platform.

Kahe covers the full spectrum of public and private markets. Each asset class gets the right data schema, performance metrics, and regulatory standards, all within a single pipeline.

Public Markets
Equities
TWR · Benchmark attribution · Sector & regional exposure · Factor decomposition · Stock-level contribution · Holdings snapshot
Public Markets
Fixed Income
Total return · Duration & convexity · YTM / OAS / G-spread · Credit quality distribution · Sector & issuer attribution · Benchmark vs index
Private Markets
Private Equity
Gross / Net IRR · TVPI · DPI · RVPI · PME (KS-PME, mPME) · Capital accounts (ILPA v3) · Portfolio company KPIs · Deployment & vintage
Private Markets
Private Credit
Net IRR · MOIC · DPI · Blended yield / YTM · PIK vs cash income · Portfolio company leverage & EBITDA · Covenant monitoring · Watch list
Real Assets
Infrastructure & Real Estate
Net IRR · Equity multiple · Income vs appreciation split · Asset-level performance · NOI & occupancy (RE) · EBITDA & availability (Infra)
Multi-Asset
Hedge Funds & Multi-Strategy
Net returns (MWR) · Sharpe · Sortino · Max drawdown · Gross / net exposure · Strategy attribution by sleeve · VaR & stress scenarios
What Kahe provisions

Two kinds of content.
One pipeline.

Every quarter, asset managers produce performance data, portfolio commentary, market perspective, and research. Today it reaches investors as a PDF. Kahe structures it into live, permissioned components and delivers them directly into the platforms and AI tools their clients use.

Reporting & Data Components
Content & Insights Components
Performance
Returns Package
TWR for public markets · IRR / TVPI / DPI / PME for private markets · Benchmark comparison · Calendar year returns across all fund vintages
All asset classes · ILPA v3
Market Perspective
CIO / Portfolio Manager Commentary
Quarterly portfolio perspective, market outlook, and portfolio changes. Structured with tagged entities, sentiment, and topic extraction for querying across managers
Structured · Queryable
Portfolio
Holdings & Exposure / Portfolio Company Data
Public markets: position-level holdings, sector & regional exposure vs benchmark · Private markets: portfolio company KPIs, fair value, leverage, EBITDA
MCP-ready · Company-level
Thought Leadership
Research Papers & Market Insights
Deep-dive research, sector analysis, macro positioning, and asset class views. Tagged by topic and portfolio relevance for proactive surfacing to investors
Embeddable · Searchable
Capital Account
LP Capital Statement
Contributions, distributions, NAV, unfunded commitment, and waterfall position per LP. ILPA v3 template. Restricted to individual LP access.
LP-gated · ILPA v3
Portfolio Changes
Transaction & Activity Commentary
New positions, exits, sizing changes, and rationale. Structured and searchable by security, sector, and theme. Not buried in a PDF paragraph.
Event-driven · Tagged
Compliance
Regulatory & ESG Disclosures
ILPA data templates · AIFMD Annex IV · SEC Form PF · SFDR Article 8/9 · TCFD-aligned ESG metrics and impact reporting, per asset class and jurisdiction
Multi-jurisdiction
Manager Intelligence
Strategy & Conviction Signals
Structured extraction of manager conviction, positioning changes, and forward-looking views from commentary over time. Useful for manager research and re-up decisions
Beta
The pipeline

Publish once. Reach every system.

Every manager’s data environment is different. Kahe’s connector framework handles that complexity on ingestion: it standardizes, governing, and routing each component to the right investor in real time, through whichever AI architecture they use.

Step 1 · Manager

Connect & publish

Connect fund admin (Allvue, Arcesium, Advent), performance systems, portfolio monitoring, and content tools. Kahe ingests, structures, and versions your reporting data and content components without changing your existing workflows.

→
Step 2 · Kahe

Structure, govern & route

Kahe standardizes data to ILPA and open schemas, applies LP-level permissioning, runs quality and compliance checks, and routes each component to the correct downstream recipient in real time.

→
Step 3 · Owner / Wealth Manager

Consume as intelligence

Performance data, portfolio exposure, manager commentary, research, and insights arrive directly in the AI platforms, portfolio systems, and advisor tools your clients are already using. Structured, queryable, and current.

Delivery applications

Pre-built for the use cases that matter.

Kahe delivers manager data and content through a library of ready-made agent applications covering the full reporting and insights lifecycle, deployable into any client AI architecture.

Reporting Data
Live

Performance & Portfolio Data

IRR, TVPI, DPI, PME, capital account balances, holdings and attribution. Structured, permissioned, and queryable. No manual extraction from PDFs.

Market Insights
Live

CIO Commentary & Market Views

Quarterly letters, portfolio perspective, market outlook, and portfolio changes. Structured and searchable, not buried in a PDF attachment.

Thought Leadership
Live

Research & Insights Distribution

Research papers, sector analysis, macro views, and strategy updates, delivered into investor workflows and surfaced by relevance to their portfolio exposure.

Regulatory & Legal
Live

Disclosure & Compliance Delivery

ILPA data templates, K-1s, SFDR filings, side letter compliance, and regulatory disclosures, routed directly into compliance and tax systems.

Portfolio Intelligence
Beta

AI Query Across Your Manager Universe

Natural language queries across all manager data and content: performance comparisons, benchmark attribution, commentary synthesis, and risk aggregation.

Manager Research
Beta

Manager Selection & Monitoring

Structured manager scorecards, conviction tracking, and diligence data, built from live performance and content signals rather than manual research.

Connects natively with

Snowflake Cortex
Azure AI Foundry
OpenAI
Anthropic Claude
Microsoft Copilot
Google Vertex AI
Salesforce Einstein
MCP Protocol
REST / GraphQL APIs
Allvue · Arcesium · Addepar
The name

Kahe — Hawaiian for “to flow” or “to stream.” The infrastructure that makes investment intelligence flow freely — between asset managers and the clients and systems they serve.

Client reporting and insights.
Connected. Structured. Live.

Kahe is the connectivity layer between the data and insights managers produce and the clients who need them. Every asset class. Any AI architecture.

Request Early Access See the Demo
For Asset Managers

Your reporting data and market insights. Structured once. Delivered everywhere.

Every quarter, your team produces performance data, portfolio commentary, market perspective, and thought leadership. Today it leaves your firm as a PDF. Kahe provisions all of it as structured, permissioned data, reaching your investors' AI systems directly, without manual reformatting on either side.

60–80%reduction in manual reporting production
8–12 wkstypical time to first publish
What you publish → Kahe → what investors receive
Fund Admin
Performance System
Portfolio Monitoring
Content / CMS
↓ structured & governed by Kahe ↓
Returns Package
Holdings Data
CIO Commentary
Research & Insights
↓ delivered to investor systems ↓
Snowflake Cortex
Azure AI
OpenAI / Anthropic
Custom / MCP

"LP data request volumes have tripled since 2020. The answer isn't more headcount. It's infrastructure that makes your reporting data and insights self-serve for the AI systems your investors are building."

01 / Reporting efficiency

Stop rebuilding reports from scratch every quarter

Your quarterly report contains performance data, portfolio commentary, market perspective, and portfolio changes. Kahe structures each component once and delivers it to every investor automatically, in whatever format or system they need.

  • Direct connections to Allvue, Arcesium, Advent, Cobalt, and leading fund admin platforms
  • Automated data extraction eliminates copy-paste from source systems to report templates
  • AI drafts commentary narratives from structured data. Human review, not human production.
  • Exception-based workflow: your team focuses on judgment, not data assembly
02 / Content distribution

Make your thought leadership part of how your clients invest

The best asset managers produce world-class market research, sector insights, and investment views. Today it reaches investors as an email attachment. Kahe makes your content queryable, searchable, and directly embedded in the investment processes of your LP base.

  • CIO letters, market outlooks, and quarterly perspectives structured and indexed automatically
  • Research papers and sector insights delivered into LP portfolio management workflows
  • Content surfaced by relevance to each investor's portfolio exposure, not broadcast to all
  • Conviction signals extracted from commentary over time and made available for manager research
03 / Governance & compliance

Permissioning and audit trails built into every component

Every piece of data and content published through Kahe is governed at the LP level. Access controls align to your LP agreements, side letters, and regulatory requirements. Nothing reaches an investor that shouldn't.

  • LP-level permissioning: capital account data restricted per investor, returns data controlled by eligibility
  • Full audit trail: source system, build step, reviewer, timestamp, and delivery confirmation
  • ILPA data template standards natively supported for PE and real assets reporting
  • AIFMD Annex IV, SEC Form PF, SFDR Article 8/9 disclosure packages built in
04 / Cost-to-serve

Operational leverage as your fund count and LP base grows

The cost of producing quarterly reporting typically grows in line with fund count and LP number. Kahe's utility model means your marginal cost of adding an investor, a fund, or a strategy falls as you scale.

  • Shared infrastructure: platform cost spread across the network, not borne individually
  • Automated workflows eliminate Q-end headcount spikes in IR and reporting operations
  • Cost-per-report and cost-per-investor measured and tracked in real time
  • AUM growth no longer requires proportional growth in reporting operations headcount
05 / Investor experience

Reporting as a competitive differentiator in fundraising

Managers who win capital in the next fundraising cycle will be those whose data is easiest to work with, whose insights are most accessible, and whose reporting feels like a live data relationship rather than a quarterly document drop.

  • On-demand investor portal: all fund data and content accessible at any time, not just quarterly
  • AI-powered Q&A for investors: portfolio and performance queries answered in seconds
  • Thought leadership embedded in LP investment decision workflows, not sitting in an inbox
  • Reporting quality measurable: LP engagement with data and content tracked
06 / Implementation

Connects to your existing systems, no rip and replace

Kahe sits as a structured layer above your existing fund admin, performance, and content systems. You don't need to change how your ops team works or rebuild your data architecture to get started.

  • Pre-built connectors to leading alternatives platforms, including Allvue, Arcesium, Cobalt, Addepar, and Workiva
  • Modular onboarding: start with one fund or one content type, expand at your pace
  • Typical go-live 8–12 weeks for reporting data; content publishing in 2–4 weeks
  • Dedicated implementation team with alternatives reporting domain expertise

Ready to replace PDF delivery
with structured data provisioning?

Speak to the team about connecting your reporting and content infrastructure to Kahe.

Book a Conversation See the Demo
For Asset Owners & Wealth Managers

All your manager data and insights. In the systems you use.

Pension funds, endowments, family offices, and wealth managers receive dozens of quarterly PDF reports from their managers covering performance data, portfolio commentary, market perspectives, and research papers. Kahe receives that content as structured data instead, routes it into your AI platforms and portfolio systems, and makes it queryable across your full manager universe in real time.

40–60%less time spent on manual data extraction and reconciliation
Real-timemanager data vs quarterly PDF delivery
What you receive via Kahe, from all managers
Performance & Returns
Holdings Data
Capital Accounts
CIO Commentary
Market Outlook
Research & Insights
↓ delivered into your systems ↓
CIO / Portfolio Platform
Risk Systems
Advisor Tools

"Institutional investors receive quarterly PDF reports and spend weeks extracting data that should arrive as structured feeds on day one. The market insights and research that arrive alongside them sit in inboxes, unqueryable and disconnected from the investment process."

01 / Portfolio data

Performance and holdings data across all managers, without the PDF extraction

Kahe aggregates performance data, capital accounts, and portfolio exposure from all your Kahe-connected managers into a single structured layer. Normalized to a common schema, reconciled, and always current.

  • Net / gross IRR, TVPI, DPI, PME, TWR across all funds in a single queryable data set
  • Sector, regional, and factor exposure aggregated across your full manager universe
  • Capital account data including contributions, distributions, and unfunded commitment, per fund and per LP
  • Live event-driven updates rather than waiting for quarterly reporting cycles
02 / Manager insights

CIO commentary and market views: structured and queryable, not sitting in an inbox

Your managers produce quarterly letters, portfolio change commentary, and market perspective every reporting cycle. Today that content arrives as a PDF and sits unread. Kahe makes it a structured, searchable feed, surfaced by relevance to your portfolio and market conditions.

  • Quarterly manager commentary indexed and queryable across your full manager universe
  • Portfolio change rationale, including new positions, exits, and sizing changes, extracted and tagged by holding
  • Manager views on specific markets, sectors, or themes surfaced when relevant to your exposure
  • Sentiment and conviction signals tracked over time for manager monitoring and selection
03 / Thought leadership

Manager research, embedded in your investment process, not emailed as attachments

The best asset managers publish world-class research: macroeconomic analysis, sector deep-dives, and thematic views on private credit, infrastructure, or venture. Kahe makes that research part of how you invest, not something that sits in a document folder.

  • Research papers and white papers indexed and searchable across all manager relationships
  • Insights surfaced proactively when relevant to your current portfolio exposure or market conditions
  • Research embedded as context in AI-assisted investment decision workflows
  • Manager intellectual capital available for due diligence and re-up decision support
04 / AI query

Ask questions across your entire manager universe in natural language

Kahe's query layer lets your investment team, risk function, and advisor teams interrogate your full alternatives book, covering performance, portfolio, commentary, and research, without opening a single report.

  • Performance queries: which managers outperformed PME benchmark in 2025? Which are lagging?
  • Commentary synthesis: what are your managers saying about private credit this quarter?
  • Research queries: summarise all manager views on rate trajectory and its impact on deployment
  • Risk queries: what is your aggregate exposure to China across all managers?
05 / Manager research & selection

Structured data and content signals for manager due diligence

Re-up decisions, new manager searches, and ongoing monitoring all require data and judgment that currently lives across dozens of PDFs and email threads. Kahe structures it into a single manager intelligence layer.

  • Manager scorecards built from live performance, risk, and attribution data
  • Consistency of stated strategy vs actual portfolio positioning tracked over time
  • Thought leadership quality and IP differentiation assessable from structured content signals
  • Side letter compliance monitoring: flag when reporting falls below agreed commitments
06 / Wealth platforms

Alternatives intelligence at advisor scale

Wealth platforms and private banks managing alternatives across hundreds of manager relationships and thousands of advisor queries need infrastructure, not headcount. Kahe is built for that scale.

  • Advisor-facing Q&A: client portfolio questions on alternatives answered instantly, without escalation
  • Manager performance and commentary delivered into advisor workstations in structured format
  • Manager research and insights surfaced for advisors by client portfolio relevance
  • Scales across your full alternatives book without proportional analyst or operations growth

Your managers already have the data and insights.
Kahe gets them into your systems.

Join asset owners and wealth managers connecting their manager relationships to Kahe.

Request Access See the Demo
Interactive Demo

From data source to intelligence in real time.

See how Kahe transforms raw fund data into structured, agent-ready intelligence, published by asset managers, received and analyzed by asset owners and wealth managers.

Publishing pipeline
Connected data sources
● Live sync
Allvue Fund Administration
NAV · Commitments · Distributions
Connected
Arcesium Performance System
IRR · TVPI · DPI · PME
Connected
Portfolio Monitoring (Cobalt)
Company KPIs · Valuation · Sector
Connected
Commentary & CIO Views
Quarterly letters · Market outlook
Syncing
Legal & Compliance (Workiva)
LP agreements · Regulatory disclosures
Connected
Kahe · Structured components transmitted · Permissioned · Governed · Agent-ready 6 components · 3 LPs · Real-time