Copia Wealth Studios announced the public launch of Connect, a next-generation investor portal built for general partners (GPs) who are tired of paying software fees that rise with every successful fundraise. Competing portals routinely start around $18,000 per year and climb with assets under management. Connect upends that model with a flat fee of $495 per month, whether a firm manages $10 million or $10 billion.
“GPs shouldn’t be punished for growing,” said Michael Sikorsky, CEO of Copia. “Connect has AI-driven data extraction, waterfall math that works with legal docs, and enterprise security at a price that makes sense. We’re ending AUM ransom and putting reputation-saving automation in every fund’s reach.”
Connect’s embedded AI ingests documents (capital calls, K-1s, distributions) and posts transactions automatically, flagging discrepancies before LPs ever see them. Infinite share classes, side-letter terms and complex promotes are handled natively, producing calculations that mirror governing documents. Workflows double-check recipients and versions, so every investor gets the right message on time, and self-service onboarding builds entity trees from uploaded docs, with most firms re live in days.
“We cut our quarterly close from five days to a single afternoon. It easily paid for itself after the first month,” said Jordan, CFO of a $750 million real-estate GP (beta client).
Connect is available immediately worldwide.
