Developers

Call the model engines from your own code, scripts, or agents

Reporting: Api & Mcp

Programmatic access to the Portfolio Reporting software: one endpoint reached as MCP or REST, two ways to authenticate, plus inbound webhooks and a prebuilt Affinity integration.

Cap Table & Waterfall Api

Run the cap table and exit waterfall engines from your own code, scripts, or agents over a bearer-authenticated REST API.