Model the fund. Track outcomes.

Forecast fund economics, model capital calls and distributions, track fund performance over the life of the fund.

Understand overall fund economics and returns without operational-level cash flow modeling. The starting point for thinking about fund strategy.

Review portfolio company cap tables and model exit outcomes across different scenarios and valuations.

Forward founder updates in any format, AI extracts the metrics, and you get real-time portfolio dashboards plus LP reports. Self-hosted, your data.

Bulk-upload K-1 PDFs, match to LPs, and send each one personalized, without manually emailing PDFs one at a time.

Full fractional CFO engagement, or flexible quarterly retainers for emerging managers. Compliance, capital calls, LP reporting, audits, and operational support.

Review AI-built fund models for errors, or build a custom model for your fund or strategy.

Screenshare with me. Setup, stuck points, scenario modeling, LP prep.

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.