Copia Unveils Connect: A Flat-Fee Investor Portal Powered by Native AI

At $495 per month, Connect eliminates the AUM tax, automates waterfalls across unlimited share classes, and is already trusted with tens of billions in assets.

SAN DIEGO, Aug. 4, 2025 /PRNewswire/ -- Copia Wealth Studios today 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).

Availability

Connect is available immediately worldwide. GPs can create a free account to track one venture at https://copiawealthstudios.com/product/copia-connect.

About Copia Wealth Studios

Copia builds AI-native software for the private-markets elite. Its products, Wealth (360 degree view of your estate and assets), Connect (fund admin / investor portal), and Deal Space (due-diligence, underwriting, and deep financials) manage tens of billions in assets, process hundreds of thousands of documents, and integrate with thousands of institutional data feeds. Headquartered in San Diego, Copia is SOC2 compliant and backed by veteran technology operators.

Media Contact

Phil Wheaton
(403) 618-9097
[email protected]

SOURCE Copia Wealth Studios