PLATFORM

Not three tools — one connected system.

Legal terms, live performance and fair value in a single system of record — synced to the general ledger you already use, so it's where your team works every day.

01 · AVAILABLE NOW

Legal & document vault

Accumulate and store financing agreements and cap tables in a single, structured system of record.

SAFEs, notes, SPAs, side letters, board consents in one searchable place
Structured, waterfall-ready cap tables by share class, option pool and preference
Versioned and permissioned — every term traceable to its source document
Feeds every downstream valuation directly

02 · IN DEVELOPMENT

Portfolio management

Automate investor reach-out so portfolio companies send data seamlessly, while extraction and normalization happen behind the scenes.

Scheduled outreach and reminders replace the quarterly email chase
Two ways to submit — email, or a secure portal upload
Auto-extraction from whatever format a company sends
Clean, comparable KPI time series across the whole portfolio

03 · IN DEVELOPMENT

Valuations & ASC 820

Fair value built for a clean year-end audit and the decisions you actually make — follow-ons, SPVs, and backing your winners.

Full method engine: Back-solve OPM, OPM, PWERM, Hybrid, CVM, CSE
Share-class allocation straight from the cap table
Benchmarked against live public comps
One reproducible process, built to cut audit prep

⇄ The connective layer — general-ledger API. Two-way sync with the GL you already run keeps every position, mark and right current, so you're always in it.

Pillar 01 in practice

AI for portfolio legal document processing.

Hundreds of pages, thousands of important details. Every insight links back to its source clause.

SHAREHOLDER AGREEMENT — NOVA TECHNOLOGIES

§4.2 — the Investor shall hold 12.4% of fully diluted equity as of the Closing Date, subject to customary anti-dilution adjustments.

§6.1 — the Investor shall be entitled to appoint one (1) Board Observer with access to all materials distributed to the Board.

§8.3 — any transfer of Shares is subject to a Right of First Refusal in favor of the Company and remaining Shareholders.

§9.5 — the Company shall deliver unaudited financial statements on a quarterly basis within 30 days of quarter end.

OWNERSHIP12.4%

BOARD RIGHTSObserver

TRANSFERROFR

REPORTINGQuarterly

Method engine

ASC 820 fair value, on demand.

Back-solve OPM OPM PWERM Hybrid CVM CSE Preference

Pillar 04

Lives where you work: the general-ledger API.

We're not here to redo your financial statements — we're here to run your portfolio.

QuickBooks NetSuite Sage Intacct Xero …or any third-party system