Client Reporting & Insights Infrastructure

Reporting data and market insights.
Structured once.
Delivered everywhere.

Kahe is the shared infrastructure layer that lets asset managers provision their reporting data and thought leadership content directly into the systems their clients use — replacing quarterly PDFs and manual data extraction with live, structured, AI-ready feeds.

For Asset Managers For Asset Owners
Asset Manager Kahe Asset Owner / Wealth Manager
60–80% of investor reporting production is still manual — headcount, not infrastructure
Source: Alpha FMC Reporting Benchmarking Survey 2025
3–5× growth in LP data requests since 2020, driven by AI adoption and regulatory requirements
Source: ILPA Reporting Trends 2024
Weeks the average asset owner spends each quarter extracting and reconciling data from manager PDFs
Source: Kahe client research, 2025
Zero shared infrastructure exists today for structured manager-to-owner data and content provisioning
What Kahe provisions

Two kinds of content. One pipeline.

Asset managers produce reporting data and thought leadership every quarter. Today both are delivered as attachments. Kahe breaks them into structured components — each tagged, permissioned, and delivered into the systems that need them.

Reporting & Data Components
Content & Insights Components
Performance
Returns Package
Net / gross IRR, TVPI, DPI, MOIC, PME benchmark, time-weighted returns by period
Structured · ILPA v3
Market Perspective
CIO / Portfolio Manager Commentary
Quarterly manager perspective on portfolio, market conditions, sector themes, and outlook — like the Kapital KAM Asia letter
Structured text · Queryable
Portfolio Holdings
Holdings & Exposure Snapshot
Position-level data, sector / regional exposure, top holdings, fair value, unrealised gain/loss, attribution
Company-level · MCP-ready
Thought Leadership
Research Papers & Market Insights
Deep-dive research, asset class views, sector analysis, macro positioning — like SSGA's Global Market Portfolio report
Embeddable · Searchable
Capital Account
LP Capital Statement
Contributions, distributions, current NAV, unfunded commitment, waterfall position — LP-permissioned
ILPA v3 · LP-gated
Portfolio Changes
Transaction & Activity Commentary
New positions, exits, sizing changes, rationale — structured and searchable, not buried in a PDF paragraph
Event-driven · Tagged
Risk & Exposure
Sector, Regional & Factor Exposure
Allocation vs benchmark, concentration, liquidity profile, FX exposure, risk factor decomposition
Live
Manager Intelligence
Strategy & Conviction Signals
Structured extraction of manager conviction, positioning changes, and forward-looking views from commentary over time
Beta
Disclosures & Compliance
Regulatory & Legal Reporting
ILPA data templates, K-1 / 1099, AIFMD Annex IV, SFDR, side letter compliance tracking
Live
ESG & Impact
ESG Data & Responsible Investment Report
TCFD-aligned climate data, ILPA ESG template, portfolio-level sustainability metrics, SFDR Article 8/9 disclosure
Live
The pipeline

Publish once. Reach every system.

Kahe connects to your existing data architecture — fund admin, performance systems, portfolio monitoring, content management — and packages everything into structured, permissioned components ready for any downstream AI system.

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 standardises 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 ships a library of agent applications covering both the reporting and insights sides of the manager–owner relationship. Each is deployable into any AI architecture.

Reporting Data
Live

Performance & Portfolio Data

IRR, TVPI, DPI, PME, capital account balances, holdings and attribution — structured, permissioned, 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 Kahe-provisioned 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

Why Kahe.

Hawaiian for "to flow" or "to stream." Investment intelligence flowing freely between asset managers and asset owners — like water finding its natural course. And Kahe is already the name of a real Hawaiian power utility on Oahu, making the collective utility positioning feel almost intentional.

Kahe.
Hawaiian · To Flow · To Stream

Short, globally pronounceable, rooted in exactly the right metaphor, and clear of competitors in fintech and asset management. The name is the product promise.

What it signals
  • → Flow between two ecosystems
  • → Continuous, real-time streaming
  • → Shared utility infrastructure
  • → Pacific origin — global ambition
Competitive landscape
  • ✓ Clear in fintech
  • ✓ Clear in asset management
  • ✓ Clear in investment data
  • ✓ Domains available

Client reporting and market insights.
Modernised in one platform.

Kahe is built for asset managers ready to move beyond quarterly PDF production — and for the asset owners and wealth managers ready to receive structured data and intelligence instead.

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 market 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 provisions 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 — with access controls aligned 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, 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 — not rises.

  • 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 — not 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 — Allvue, Arcesium, Cobalt, Addepar, 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 — 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 — and 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 — normalised 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 — contributions, distributions, unfunded commitment — per fund, 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 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 — new positions, exits, 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, 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 — 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 analysed 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