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Frictionless Data Integration

Replace manual data entry with automated connections. Set up once, sync forever.

Connection Status Overview

92%
Data Freshness Score
Up-to-date across all sources
2/10
Active Connections
Syncing automatically
3
Missing Data Points
Requires attention
Excellent
Automation Health
All systems operational
Carta
Connected
Data Freshness98%
Last Sync
2 hours ago
QuickBooks
Connected
Data Freshness95%
Last Sync
1 day ago
Stripe
Syncing
Data Freshness100%
Last Sync
5 minutes ago
Banking API
Error
Data Freshness75%
Last Sync
3 days ago

Connect Everything in 5 Minutes

Guided setup with OAuth connections and pre-configured templates

Save 10+ hours/month
AI-powered setup
65%
Setup Complete

Quick Connect Grid

Portfolio Data Sources

4 available
Carta
Cap tables, ownership, valuations
Connected
Setup time:30 seconds
Auto-sync ownership data
Cap table tracking
Valuation updates
Option pool management
QuickBooks
Financial statements, P&L, cash flow
Connected
Setup time:2 minutes
Monthly financial sync
P&L statements
Cash flow tracking
Expense categorization
Stripe
Revenue, ARR, MRR, customer metrics
Setup time:1 minute
Real-time revenue data
ARR/MRR tracking
Customer analytics
Churn monitoring
Banking APIs
Cash positions, runway calculations
Setup time:3 minutes
Live cash positions
Real-time balances
Runway tracking
Burn rate analysis

Fund Operations

3 available
Fund Admin
Performance, fees, LP reporting
Setup time:5 minutes
Quarterly auto-sync
Performance tracking
Fee calculations
LP reporting
DocuSign
Legal documents, signatures
Setup time:1 minute
Document notifications
Signature tracking
Document alerts
Compliance monitoring
Treasury
Fund cash, investments, allocations
Premium
Setup time:10 minutes
Real-time fund balance
Cash management
Investment tracking
Allocation monitoring

Deal Flow

3 available
Email/Calendar
Meeting tracking, deal activities
Setup time:30 seconds
Auto-track meetings
Meeting extraction
Contact sync
Activity timeline
Airtable
Deal pipeline, stages, notes
Setup time:2 minutes
Sync deal stages
Pipeline sync
Stage tracking
Note integration
PitchBook
Market data, company intelligence
Premium
Setup time:1 minute
Market intelligence
Company data
Market analysis
Competitive intel

Smart Import Features

Intelligent File Drop

Drag any file, AI detects format and maps fields automatically

Save 2 hours per import

Email Forwarding

Forward board decks, get auto-extracted metrics and insights

Extract data from PDFs

Slack Integration

Capture portfolio updates from dedicated Slack channels

Never miss updates

Meeting Transcripts

Auto-extract action items and metrics from board calls

Turn calls into data

Data Quality Monitoring

Real-time Validation
All data passing checks
3 Issues Found
92% Confidence
Auto-imported data quality

Intelligent File Drop

Drop any file and our AI will detect the format and map fields

Drop files here

or click to browse

Supports CSV, Excel, PDF, and more