Integrated with accounting data
No more disconnected portfolio tools.
AI analyzes deal documents.
Unlock ownership, valuation and co-investor data.
Real-time portfolio review
No more manual updates.
Portfolio intelligence in hours, not quarters.
Forward a closing set via email. AI parses cap tables, deal docs, and board decks.
Ownership Tracking
AI-parsed cap tables from your closing docs. Ownership % tracked across every funding round.

Deal-by-Deal Performance
IRR, MOIC, and fair market value calculated in real-time.
Valuation & Funding History
Post-money valuation, price per share, and every funding round automatically extracted from closing sets and cap tables. See changes over time without a spreadsheet.
What Our Clients Say



