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Living Energy — software for asset managers

Software for asset managers. Every figure with its source.

Capward is a copilot for the Excel, Word, PowerPoint and PDF files and the email your fund already runs on. It reads them precisely, changes them only with your approval, and shows where every number came from.

About Living Energy

Three documents sit side by side, labelled only by type: a spreadsheet, a PDF and a Word document, each drawn as lines of greeked text with one line highlighted. Hairlines run from the highlighted lines to an answer below, which reads “Net operating income is $1,284,600.” The figure carries a single bracketed marker, [1], and the spreadsheet is labelled [1] as its source. A stamp closes the figure: three documents, one figure, one source each.

FIG. 00 — SOURCE
Every figure comes with the document it came from.
Works on
Excel, Word, PowerPoint and PDF files; email
Practices
Real estate, public markets, private markets
Every figure
Traced to its source
Every file edit
Shown to you first, then saved as a new version
Isolation
Each firm's data in its own database

01 — What it does

Nothing to migrate. It works on the files you already have.

  1. Reads your files.

    Spreadsheets, documents, decks and PDFs, read as they are — the file, not a summary of it. Attach one, open it inside Excel or Word, or email it in.

  2. Edits only with your approval.

    You see every change before anything is written. The result is saved as a new version; the original is never overwritten.

  3. Shows its work.

    Every figure in an answer opens the place it came from. If a number cannot be traced, you do not see it.

02 — Practices

Built practice by practice.

01 / REAL ESTATEReal estateYour property registry, ownership and deal pipeline in one place, with every metric computed once.
02 / PUBLIC MARKETSPublic marketsHoldings, peers and filings alongside your own positions, with briefs that cite their sources.
03 / PRIVATE MARKETSPrivate marketsPipeline, portfolio companies and LP capital activity, kept simple and exact.
04 / COMPLIANCE & REPORTINGCompliance & reportingQuestionnaires answered from your documents, and investor reports released only when approved.

03 — Trust

Built for the reviewer who reads the appendix.

How we build trust

Questions

Questions, answered plainly.

What is Capward?
Capward is software for asset managers with an AI copilot that works on the firm's own Excel, Word, PowerPoint and PDF files and email. It reads them precisely, changes a file only after a person approves the change, and shows the source of every figure it gives.
Who is Capward for?
Capward is built for asset-management firms: real-estate owners and operators, public-markets and private-markets investors, and the compliance and investor-relations teams around them. Each practice has its own data model rather than a shared template.
Does Capward replace analysts?
No. Capward takes the retyping, reconciling and chasing off an analyst's desk so the investor's judgement stays the product. Every change it proposes to a file waits for a person to approve it.
How do we see Capward?
Request a demo. It is a thirty-minute video call on your own files — a rent roll, a 13F, an offering memorandum or your own model — with no slide deck.

See it on your own workbook.

Bring a rent roll, a 13F, an offering memorandum or your own model. Thirty minutes, your files on screen, no deck.

Request a demo

30-min walkthrough · your own files · no deck