Unparalleled.Capital.Solutions.
The investment platform for fundraising, cap table management and portfolio analytics.
Features
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 computation — IRR, MOIC, TVPI, DPI.
Stakeholder Positions
Dual perspective views — 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.
Workflow
Set Up Your Entity
Create your fund, company, or syndicate with multi-org access and role-based permissions.
Raise Capital
Launch fundraising deals, set terms and valuations, and collect soft and firm commitments from investors.
Manage Your Cap Table
Execute deals to create funding rounds and securities. Track stakeholder ownership through double-entry transactions.
Measure Performance
Monitor holdings, valuations, and portfolio returns with real-time IRR, MOIC, TVPI, and DPI computation.
Set Up Your Entity
Create your fund, company, or syndicate with multi-org access and role-based permissions.
Raise Capital
Launch fundraising deals, set terms and valuations, and collect soft and firm commitments from investors.
Manage Your Cap Table
Execute deals to create funding rounds and securities. Track stakeholder ownership through double-entry transactions.
Measure Performance
Monitor holdings, valuations, and portfolio returns with real-time IRR, MOIC, TVPI, and DPI computation.
Pricing
One plan. Pay for what you use.
Your first entity — no credit card required
- Unlimited data per entity
- Full financial reporting
- Portfolio management
- Cap table tracking
- Deal execution
- Performance analytics (IRR, MOIC, TVPI)
Startups
Create your company entity for free. Manage financials, track fundraising rounds, and share data with investors.
Free
Your first entity is always free
Funds & Syndicates
Your fund entity is free. Add portfolio companies as you invest. Pay only for entities you manage.
From $6/mo
Per additional entity
Holding Companies
Track subsidiaries, financials, and performance across your entire portfolio from one dashboard.
Scales with your portfolio
No per-user fees, ever
How it works in practice
Your investors sign up on their own accounts. You add them as stakeholders — they manage their own data, you manage yours.
Fund entity is free. Each portfolio company you track is an additional entity. Full performance analytics across the portfolio.
Same model, larger portfolio. Stakeholders (LPs) create their own accounts for free and see their positions.
AI-Powered Asset Management
Work directly with your data through conversation. Install the Finpy MCP server and connect it to your favorite AI tool.
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
Get started in 3 steps
Install
pip install finpy-mcpOr with uv: uv tool install finpy-mcp
Login
finpy-cli loginOpens your browser automatically. Sign in on the web, then return to your terminal.
Configure your AI client
Edit: ~/Library/Application Support/Claude/claude_desktop_config.json
{
"mcpServers": {
"finpy": {
"command": "finpy-mcp"
}
}
}Restart the application after saving.
Start a conversation
Open your AI tool and try:
Contact
Interested in sharing your ideas with us?
- Address
- V7 Studio, D. I. Mendeleev 5, Bucharest