How Summit Peak simplified entity compliance - and stopped wondering, “Did I actually make that payment?”
Summit Peak manages a complex portfolio of dozens of LLCs and LPs. For Pooja Paresh, Operating Partner, CFO, and CCO, keeping that structure organized means staying ahead of filings, taxes, and payments across dozens of entities.
Before Discern, that meant a lot of manual work.
Today, much of that work happens automatically, and Discern’s Entity Payments feature has been one of the biggest time-savers.
The Challenge: Keeping Dozens of Entities on Track
With so many entities to manage, Pooja needed a reliable way to stay organized, track compliance, and make sure payments were handled on time.
Entity payments were one of the biggest time sinks.
Recurring payments meant manually entering billing and ACH information and processing invoices individually. What should have been a simple task could drag on for hours, and confirmation was scattered across emails and mailed invoices rather than in one place.
The Solution: From Hours to Five Minutes
With Discern's Entity Payments feature, Summit Peak reduced the time spent managing payments by 98%, turning an hours-long process into a five-minute workflow.
Instead of entering payment information invoice by invoice, Pooja can manage payment methods directly in Discern and assign entities to the appropriate payment method.
That means Summit Peak can:
Add multiple payment methods
Assign different entities to different payment methods
Group entities by payment method for easier billing and reconciliation
Reuse payment information instead of repeatedly entering it
Discern handles the subscription structure behind the scenes, so Summit Peak doesn't have to manage the complexity.
Hours → 5 minutes
98% less time spent on payments.
And because payment activity is recorded in Discern, Pooja has one place to confirm what was paid and when.
No searching through emails. No digging through invoices. No second-guessing. Just a clear record of what happened.
More Than Payments
Entity Payments is one of the clearest examples of how Discern has reduced Summit Peak’s administrative workload - but it’s not the only one.
Discern also automates recurring compliance work, including Delaware entity tax payments that previously required hours of manual effort. Now, that work is handled automatically, reducing the time Pooja spends managing these recurring obligations to a quick review.
For Pooja, that means fewer deadlines to track, fewer repetitive tasks to manage, and more confidence that Summit Peak’s entities are staying current on their filings and tax obligations with far less manual work.
Organization She Can Rely On
For Summit Peak, the value of Discern isn't just automation. It's visibility.
Entity information, compliance activity, and payment records are centralized in one platform, giving Pooja a clear view of what's happening across the portfolio.
And when questions come up, she can reach out to the Discern team for answers from people who understand entity management and compliance.
“It's very helpful to have the team answer things and know the space very well.”
That combination of technology and support gives Pooja something she didn't have before: confidence that things are being handled.
The Results
98% less time spent managing entity payments
An hours-long process now takes approximately five minutes.
Hours of manual filing work eliminated
Automated filings mean Pooja no longer has to spend time submitting them herself.
Multiple payment methods, one workflow
Entities can be mapped to the appropriate payment method without creating additional administrative work.
Simpler reconciliation
Entities can be grouped by payment method, making payment tracking easier.
One source of truth
Entity information, compliance activity, and payment records are centralized in Discern.
More confidence, less stress
Pooja knows where things stand without having to search through emails or wonder whether something was completed.
The Bottom Line
Summit Peak came to Discern looking for a better way to stay organized. What they found was a way to stop doing so much of the work themselves.
For Pooja, Entity Payments turned an hours-long administrative task into a five-minute workflow. Automated filings took another recurring task off her plate. And having everything in one place means she can quickly see what's been done and what needs attention.
Less manual work. Less reconciliation. Less uncertainty. More time to focus on the work that matters.
Updated on
9/11/2026
