Operational Solutions

Structured Operations For Private Markets

Designed specifically to replace fragile offline workbooks with secure, automated software for venture, private equity, and institutional operators.

Fund Registry & Classes

Set up multiple customizable investor classes with independent fee allocations, management rate variables, and carried interest terms (*Section 7*).

Commitment Allocations • LP Classes

Hybrid & Equity Securities

Natively record Common, Preferred (with complex Participating/Non-participating structures), convertible debt SAFEs, and Straight Debt instruments (*Section 10*).

Cap Table Modeling • Right Rules

Multi-Currency & FX

Work cleanly in triple-layer currencies (Functional, Reporting, Local) with active conversion rates and stale-date FX notifications (*Section 21*).

Automatic conversion • Valuation Logs

Interactive Showcase

Convertible Security Conversion Estimator

See how convertible notes automatically calculate share allocation outputs upon a trigger priced round (*Section 12*).

Note Principal Amount $500,000

Accrued Interest (USD) $25,000

Series-A Conversion Price $1.25

Acquired Equity Shares

420,000

Converting total value of $525,000 at a conversion price of $1.25/share.

Class: Series A Preferred

Eliminate Manual Spreadsheet Workflows

Set up clean, parameters-first operations for your fund managers and investment accounting teams.

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