Copia Wealth Studios announced the public launch of Connect, a next-generation investor portal built for General Partners who are tired of paying software fees that rise with every successful fundraise. Competing portals routinely start around US$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."

How Connect Tackles the Status Quo

• Manual data entry & audit risk → Embedded AI ingests documents (capital calls, K-1s, distributions) and posts transactions automatically, flagging discrepancies before LPs ever see them.
• Excel-breaker waterfalls → Infinite share classes, side-letter terms, and complex promotes handled natively, producing calculations that mirror governing documents.
• Mis-sent or omitted LP communications → Mistake-proof workflows double-check recipients and versions, so every investor gets the right message on time.
• Weeks-long migrations → Self-service onboarding builds entity trees from uploaded docs; most firms are live in days. No costly "white-glove" engagement required.

Early Customer Perspective

"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).