Controlled templates
Master KPI and finance templates with validation rules that fire at intake — not during LP assembly.
Integrations
Excel automation for venture fund ops
Keep Excel where it earns its keep — retire it where it creates risk.
We redesign the workbooks your team cannot abandon into controlled templates with validation, versioning, and handoff into Affinity, Carta, and LP packs.
The friction
Where Excel work usually breaks.
- Master workbooks with no version history
- Portfolio templates that drift by company
- Waterfall logic locked in one person's model
- Last-mile paste into LP packs under deadline
What we automate
Inside Excel — not beside it.
Versioned source of truth
Dated, attributable submissions that reconcile to prior periods.
Waterfall support
Structure scenario inputs so partners can stress a distribution without breaking production models.
Related solutions
Workflows we connect to Excel.
Affinity
Venture capital CRM hygiene inside Affinity — not a parallel spreadsheet.
Carta
Carta software workflows for capital calls, distributions, and reconciliations.
Notion
Operating docs and reporting drafts that stay tied to live data.
See what Excel automation looks like for your fund.
Forty-five minutes with a partner. We map the workflow and leave a written recommendation.
Book an Ops Review