Products

Lessons from building an AI-powered portfolio reporting product. Where AI fits in fund operations, what breaks, and what actually saves time.

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.

From founder emails to LP reports automatically. Forward investor updates in any format. AI extracts metrics, builds dashboards, and generates institutional-grade reports.

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.

Simplified model for forecasting a venture fund, to help understand overall fund assumptions and how portfolio construction impacts returns.

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