Foundation
Single-fund subscription
For a single fund: examine its design, track its portfolio and work through follow-on decisions.
$4,800/year
2 months free vs monthly. Billed annually.
- One fund, up to 100 portfolio companies
- 2 user accounts
- Portfolio Efficiency: know whether your fund's capital structure, ownership targets, and portfolio size add up for your lifecycle stage
- Firm Design Congruence: review how investment committee authority, team capacity and succession choices fit together
- Score history: score history, lifecycle transition suggestions, and trend indicators over time
- Scenario Engine: follow-on allocation decision support with recommendation, timing signal, and structured rationale
- Live recomputation as you edit your fund configuration
- LP memo generation with PDF and Word exports
