Academy
Guides for using Elementar — connecting fund-administration portals, documents, email digests, Lumos, the Rosetta ledger, plans, and troubleshooting. No login required.
Elementar Academy is a help center for anyone using Elementar — or evaluating it. Each article below explains how one part of the product works: what you'll see, what it does today, and how to fix the most common issues. This is documentation, not a sales pitch — for the platform overview and to request a demo, see the Elementar site. If you already have an account, log in to your workspace.
Elementar serves three kinds of teams. Pick the one closest to yours to get a getting-started walkthrough written for how you'll actually use it.
Principal / CIO
Elementar automatically extracts and normalizes your PE and VC portfolio data from fund-administration portals into searchable, organized documents — no API, no IT project, no rekeying. (Structured NAV/position rollups are available on Full Elementar.)
Operations team
Automate the data layer for every household you serve — extraction, normalization, and organized, searchable documents across households, with strict per-tenant isolation so no client's data touches another's. (Structured NAV/position rollups are available on Full Elementar.)
Wealth manager
Private-market reporting for the clients you report to — automated, unified, and exportable into the advisory stack you already use.
Every part of the product, one article each.
Register, verify your email, connect your first portal, and see your first automated sync arrive.
Search and filter every statement by portal, member, date, and type — review, upload, send by email, or email documents straight in.
Set who gets notified, on what schedule, filtered by portal, document type, or investor group.
Your AI assistant — find any document instantly, with plain-English portfolio Q&A rolling out on Full Elementar.
Link a fund-administration portal, read connection health, fix a failed login, and let 2FA route itself.
Structured NAV, capital-call and distribution data, per-fund position rollups, and performance dashboards.
Compare Connections (free) and Full Elementar ($100/mo, Beta) side by side.
Fixes for failed portal logins, missing 2FA codes, and digest emails that never arrive.
How a portal login becomes clean, normalized portfolio data — no API, no IT project.
How credentials and data are protected: per-tenant encryption, Key Vault custody, EU/Switzerland residency.
Where Elementar's API and MCP documentation will live when it ships. Today: data export on request.
Get started
Connect your first portal and see how documents, digests, and Lumos work together — written for family offices, multi-family offices, and advisors.
Getting startedHave a question we haven't covered? eilon@elementarai.com