Documentation
Everything you need to manage funds, cap tables, and stakeholder relations with Finpy.
Getting Started
Set up your account, create an organization, and launch your first entity.
Entities
Understand entity types: funds, companies raising capital, and syndicates.
Cap Table
Stakeholders, funding rounds, securities, transactions, and the computed cap table.
Capital Operations
Generate commitments, distribute capital, and manage the waterfall engine.
Portfolio
Track holdings, deal pipeline, cash flows, valuations, and fees.
Performance
Entity and holdings performance, stakeholder returns, IRR, TVPI, DPI, RVPI.
Stakeholder Relations
External stakeholders, entity discovery, cross-org access, and positions.
Financials
Income statements, balance sheets, cash flow statements, metrics, and KPIs.
Reporting
Consolidated reporting with NAV charts, stakeholder returns, and dual-access views.