Document Generation
One click to generate institutional-grade documents — with your branding, every financial detail calculated and formatted.
The Problem
Generating confirmation letters and annual reports involves pulling data from multiple sources, reformatting it, and praying no number is wrong. One LP with 8 investments means 8 letters per quarter.
The Solution
Stak generates documents directly from your deal data. Every number is calculated from the source — MOIC, IRR, commitment, distributions. Branded with your logo, signature, and color scheme.
Key Capabilities
- Confirmation letter generation per investment
- Annual report generation per investor
- Full financial calculations: MOIC, IRR, NAV, PPS
- Fundraising history per deal
- PE glossary appendix
- Expected returns projections
- Custom branding (logo, colors, signatures)
- PDF generation with download and email distribution
Data Collections
Document TemplatesGenerated DocumentsBranding AssetsEmail Templates
See Document Generation
See how documents works with real data in our interactive demo.