RMD & Distribution Tracking for Private Equity Analysts with Datasite
The Problem
Missing an RMD for a Private Equity client triggers a 25% excise tax — and tracking them across custodians in PitchBook is a manual audit every December.
What We Build in Datasite
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Datasite — uses the native API or agent integration so nothing leaves the system of record.
Datasite Integration Approach
Audit your Datasite configuration
We map the specific Datasite objects, custom fields, and workflows the automation needs to touch for your private equity practice.
Build on the Datasite API or agent
Integration happens inside Datasite — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Datasite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Datasite instance
30-minute call. We'll look at your actual Datasite setup and show exactly how this workflow fits.