Financial Statement Comparison
Compare prior year and current year fund financial statements. Identify material variances, language and formatting changes, and clerical errors. Powered by Claude Opus 4.7.
Prior Year Financial StatementsISSUED / AUDITED
Drop file here
PDF or Word · up to 10MB
Current Year Financial StatementsCURRENT DRAFT
Drop file here
PDF or Word · up to 10MB
Materiality Thresholds
By default, variances are flagged when they exceed both 50% of the prior year value AND 5% of current year Partner's Capital / NAV. You may override the Partner's Capital / NAV threshold with a specific dollar amount.
%
$
- · Known formatting or language changes from prior year (e.g. restructured footnotes, reclassified line items)
- · Sections intentionally missing from the current draft
- · Changes in accounting policy or newly adopted ASUs
- · Fund-level events that may explain large variances (e.g. new share classes, restructuring, strategy changes)
DraftLens is an analytical aid. All findings should be reviewed by a qualified accountant.