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Use Cases/Investor Reporting

LP Reporting Automation

Quarterly LP reports assembled from portfolio data, formatted to your template, and delivered on schedule. D23 builds it on Apache Superset, deploys it in your cloud, and hands it to your team production-ready — no data engineering headcount required.

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What D23 delivers

Production-ready Superset dashboards on day one
AI-modelled datasets with correct grain and metric definitions
Row-level security so each user sees only their data
SSO integration (Okta, Google, Entra ID, or your IdP)
Zero-downtime Superset upgrades managed by D23
Embedded option: white-label dashboards inside your product
Text-to-SQL for ad-hoc exploration — no SQL skills required
Async query workers and Redis caching for fast load times

How D23 delivers lp reporting automation

  1. 1

    Connect your data

    D23 connects to your warehouse or database and models the tables needed for lp reporting automation.

  2. 2

    D23 AI builds the dataset

    Our AI generates a semantically correct Superset dataset — metrics, dimensions, filters, and grain — ready to query.

  3. 3

    Dashboards, handed to you

    We build the lp reporting automation dashboards and deliver them to your Superset instance, production-ready.

  4. 4

    Your team takes over

    You own the dashboards — edit, clone, and extend them in Superset. D23 handles upgrades and infrastructure forever.

50+

databases D23 connects to Apache Superset — Snowflake, BigQuery, Redshift, Postgres, ClickHouse, Databricks, and more

More investor reporting use cases

PE Portfolio KPI DashboardVC Fund PerformanceBoard & Investor Pack
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