Unparalleled.Capital.Solutions.

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Entity → Round → Security → Return

Connected

Capital, Connected

Not a stack of spreadsheets. One live graph where entities, cap tables, deals and returns move together.

One System of Record

Funds, companies, rounds, securities and stakeholders live on the same graph, so a change in the cap table flows straight through to portfolio performance.

Capital in Motion

Follow every dollar from commitment to deployment to return: soft and firm commitments, double-entry transactions, and point-in-time snapshots.

Positions, Both Sides

Issuers see the full cap table; investors see their own positions. The same source of truth, two grounded perspectives, always reconciled.

Platform

Features

One system for entities, cap tables, deals and portfolio performance.

Entity Management

Funds, companies, syndicates and individuals with cross-organization access and role-based permissions.

Cap Table Management

Funding rounds, securities, transactions, commitments and point-in-time cap table snapshots.

Deal Flow

Track investment opportunities from screening through close with automated deal execution.

Financial Tracking

Income statements, balance sheets, cash flow statements, financial metrics and custom KPIs.

Portfolio Analytics

Holdings, valuations and on-the-fly performance: IRR, MOIC, TVPI and DPI.

Stakeholder Positions

Dual perspective: cap table view for issuers and investor view for stakeholders.

Entity Discovery

Cross-organization entity search for building investment networks and syndicating deals.

Audit Trail

Full audit logging of all data changes with user, organization and before/after snapshots.

The Platform

Your whole book, in one view

Entities, cap tables, deals and portfolio performance on one screen, reconciled and always current.

Finpy Asset Manager dashboard

Workflow

How It Works

From a new entity to live portfolio returns, in four steps.

01

Set Up Your Entity

Create your fund, company or syndicate with multi-org access and role-based permissions.

02

Raise Capital

Launch fundraising deals, set terms and valuations, and collect soft and firm commitments.

03

Manage Your Cap Table

Execute deals to create rounds and securities. Track ownership through double-entry transactions.

04

Measure Performance

Monitor holdings, valuations and returns with real-time IRR, MOIC, TVPI and DPI.

Commit → Deploy → Report → Return

One system, from commitment to return.

Pricing

One plan. Pay for what you use.

Your first entity is free. No credit card, no per-user fees, ever.

Estimate your plan

$30/mo

6 entities·first entity free, then $6/mo each

1 entity25 entities

1 free + 5 × $6 = $30/mo

Everything included

  • Unlimited data per entity
  • Full financial reporting
  • Portfolio management
  • Cap table tracking
  • Deal execution
  • Performance analytics (IRR, MOIC, TVPI)
Get Started

Startup raising a Seed round

1 company entity. Investors sign up on their own accounts.

1 entity

$0/mo

VC fund with 5 portfolio companies

Fund entity is free. Each tracked company is one additional entity.

1 fund + 5 companies = 6 entities

$30/mo

VC fund with 20 companies

Same model, larger portfolio. LPs create their own free accounts.

1 fund + 20 companies = 21 entities

$120/mo

MCP

AI-Powered Asset Management

Work directly with your data through conversation. Connect your favorite AI tool to the Finpy MCP server.

Claude Desktop

Anthropic's desktop app for macOS & Windows

VS Code / Cursor

IDE extensions with MCP support

Claude Code / CLI

Terminal-based AI coding assistants

Connect remotely with zero install. Paste the URL in your client:

Show me my cap table
Create a stakeholder John Doe as limited partner with 8% preferred return
Create an income statement for 2026 with $1M revenue
Set fair value of Acme Corp to $10M
Run a Greenwald valuation on the US market
Show me my cap table
Create a stakeholder John Doe as limited partner with 8% preferred return
Create an income statement for 2026 with $1M revenue
Set fair value of Acme Corp to $10M
Run a Greenwald valuation on the US market

Contact

Let's talk

Interested in sharing your ideas with us? Reach out and we'll get back to you.

Studio

52 Grigore Alexandrescu Street, Bucharest