Documentation

Guides for editing your financial model. Built to edit, start with a proven structure, customize for your business.

The journey

Start

Pick the right template, get it set up, and learn the conventions every model uses.

Add revenue streams, adjust time periods, build your own logic. Every model is built to be edited.

Context primer, prompt guide, and MCP server for editing models with Claude, ChatGPT, and other AI tools.

AI tools

Copy-paste primer and ready-made prompts for setup, customization, and verification. Works with any AI.

Live connector for Claude, ChatGPT, Cursor, and any MCP-compatible tool. Always in sync.

Drop-in file for Claude Projects. Same content as the MCP server, packaged as a skill you can clone from GitHub.

For developers

Run the cap table and exit waterfall engines from your own code, scripts, or agents. Bearer-authenticated REST plus MCP.

Programmatic access to the Portfolio Reporting software: your fund's companies, investments, and LP positions.

The full endpoint reference, generated from the OpenAPI spec: request bodies, status codes, and pricing.