Docent — the built-in assistant

Docent is the orb in the header. Ask in plain English — it answers from the same live data the screens use, and it can act for you.

Ask about your data

• “How many investors do we have?” · “What is our total NAV?”
• “Top funds by IRR” · “How many capital calls?”
• Any investor by name, e.g. “Samantha Thomas” — invested, distributions, residual value

Ask it to do something

• “Open the Net IRR by Fund report” — runs it
• “Open the CRM pipeline” · “CRM who should I call today”
• “Use the Oxford Navy palette” · “Switch to dark mode”
• “Open funds” — any page by name

If Docent doesn’t know, it says so and points you to the team rather than guessing.