Getting Started
Set up your account, create an organization, and launch your first entity.
Finpy is a fund management platform that helps you manage cap tables, track investments, compute performance metrics, and handle stakeholder relations. Whether you run a venture fund, a syndicate, or a company raising capital — Finpy provides the tools to manage ownership, commitments, distributions, and reporting from a single workspace.
Create an Account
Sign up at finpy.app. You'll be prompted to create your first organization.
Create an Organization
An organization is your workspace — it holds your team members and entities. You can have multiple organizations for different businesses.
Create an Entity
An entity represents what you're managing: a fund, a company raising capital, or a syndicate. Choose the type that fits your use case.
Build Your Cap Table
Add stakeholders, create funding rounds, issue securities, and track ownership. The cap table is computed automatically from your transactions.
Finpy is organized in a simple hierarchy: Organization → Entity → Features. Each entity is a separate workspace with its own cap table, portfolio, performance metrics, and financials.
Cap Table
Stakeholders, funding rounds, securities, commitments, distributions, and transactions.
Portfolio
Deal pipeline, holdings, cash flows, valuations, and fees.
Performance
Entity performance, holdings performance, stakeholder returns with IRR, TVPI, DPI, RVPI.
Financials
Income statements, balance sheets, cash flow statements, financial metrics, KPIs.