Products

Turn portfolio-company updates into structured metrics, monitoring, dashboards, and LP reporting. Open source, self-hostable, and built on your own AI provider.

Auto-redact SSNs, encrypt PDFs, and send K-1s securely from Gmail without exposing investor data.

Model rounds, SAFEs, option pools, and dilution with exact ownership math.

Run an exit through preferences, participation, caps, and conversion, and see who gets what.

Fees, carry, recycling, deployment pacing, and net returns for a venture fund.

Five year financial model template for Excel or Google Sheets with prebuilt three statements - consolidated income statement, balance sheet, and statement of cash flows - and key charts, summaries, and metrics.

Comprehensive financial model template to forecast investments, proceeds, cash flows, and performance metrics for a venture investment strategy.

Financial model template to create a capitalization table through multiple rounds of investments via equity, SAFEs, and convertible notes.

Three year financial model template to plan your expenses, create a cash budget and forecast runway.

Financial model template for a SaaS or subscription business for consumer, SMB, midmarket, or Enterprise SaaS.

Financial model template for ecommerce businesses, using a cohort-based approach to model new and repeat customers and calculate revenues.

Calculate unit economics for a single customer. LTV, contribution margin, payback period, and breakeven from your pricing, churn, and cost of sales.

Simple model for forecasting overall returns of a venture fund, to help understand overall fund assumptions and returns.

Analyze venture investment opportunities by modeling potential investment rounds (via equity, convertible notes, premoney and postmoney SAFEs), dilution, graduation rates, exit valuations, and likelihood of exit at multiple exit prices.

A practical workshop on cap tables, what they are, why they matter, and how they evolve as you raise capital and issue equity. Hands-on format with AI-assisted modeling.

A practical workshop on exit waterfalls. Who gets what, in what order, and why. Ownership, preferences, and dilution in real exit scenarios.

A repeatable framework for building fund operations workflows with AI: identify, design, build, maintain. The tooling, the team setup, and a worksheet to scope your first build.

How to model fund portfolio construction. Check sizes, ownership targets, reserves, recycling, and the trade-offs every fund manager has to make. Hands-on with AI-assisted modeling.

Ongoing finance leadership for venture firms, full or flexible for emerging managers.

An hour on your model, your numbers, or your AI setup, or a review of a model or workflow you built with AI.

A revenue model, fund forecast, or cap table built for your business, delivered working and documented.