Document Engine

One click to generate institutional-grade documents. Your branding. Every number calculated.

Per-investment documents with commitment, PPS, fees, and allocation details.

Per-investor reports with portfolio summary, performance, and fundraising history.

Your logo, colors, and signature blocks on every generated document.

Email documents directly to investors or make them available in the portal.

Related Modules

Stak modules work together as an integrated platform.

Structure, manage, and close SPV deals with full parameter control — from entry PPS to carry distribution.

A branded, real-time portal where investors view their portfolio, download documents, and track performance.

Manage investor profiles, track commitments, and segment by type — from individuals to institutional LPs.

Explore the full Stak platform with our interactive demo.