Crestline / Demo Sandbox
All systems simulated
Prepared by Elliott T. Friedman

Five working tools.
Built for how your fund actually runs.

Every application below is fully functional — seeded with realistic fund data, live simulated market and operations streams, and real interactive workflows. Nothing here touches a network: each app runs entirely locally, the same architecture that keeps confidential investor data inside your walls and inside SEC Rule 204-2 compliance.

03 / FLAGSHIP6 live data streams

Crestline Command — Fund Operations

A comprehensive operations command center for the cattle fund: live futures ticker, hedge positions marking to market in real time, lot telemetry, capital providers, streaming expense ledger, partner-system notifications, and a NAV that recomputes and charts itself as you watch.

Live ticker tapeReal-time NAV chartM2M hedge P&LLot detail drawersNotification feed + ackExpense roll-upsCapital stack
Launch dashboard →
01IR / Pipeline

Crestline IR

Replaces the Excel investor tracker. Last-contact aging alerts ("116 days since outreach"), kanban pipeline, the morning Daily Digest, and an email-intake inbox — BCC one address and the pipeline updates itself.

Aging alertsDaily digestEmail intakeKill-lead reasons
Launch app →
02Trading / Quant

Crestline HedgeLab

Your hedged lot, live. 53 short LE futures against 2,650 head, a ticking options chain, an interactive payoff diagram — and an optimizer that searches every 1–3 leg structure to monetize the move within your downside constraint.

Live options chainPayoff diagramBrute-force optimizerCollar presets
Launch app →
04SEC / 204-2

Crestline Vault

Books-and-records done right: retention clocks mapped to Advisers Act Rule 204-2, legal holds with reasons, a tamper-evident hash-chained audit trail you can verify on demand, searchable communications archive, exam-readiness scoring.

Retention clocksChained audit logLegal holdsExam binder export
Launch app →
05Investor-facing

Crestline LP Portal

What your investors see. Three demo personas with distinct capital accounts — commitments, IRR, MOIC, quarterly activity, a pending capital call to confirm, downloadable statements, K-1 status, and manager letters.

3 demo personasCapital call flowReal downloadsIR requests
Launch app →
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Why these run locally

Each tool is a single self-contained file — no external services, no data leaving the building. The same pattern scales to a production build: data stays in your tenant (Azure, Microsoft 365, or on-prem), AI is applied through enterprise-grade, compliant channels, and the SEC document-retention obligations are designed in from day one rather than bolted on.