Firm App Catalog

Internal catalog

Filters

Search in results

Team

Investment

Status

LiveBetaDraftDeprecated

Sensitivity

PublicInternalConfidentialRestricted

Built with

ClaudeCursorv0

Investment apps

Tools owned and maintained by Investment. Launch links open in a new tab.

Secondary Bid Evaluation

Score bids across price, seller quality, and portfolio overlap.

InvestmentLiveConfidential

JEJordan Ellis

612 uses

Updated May 3, 2026

secondaryIC

Details

Secondary NAV Modeler

Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.

InvestmentLiveConfidential

JEJordan Ellis

842 uses

Updated May 1, 2026

secondaryNAVpricing

Details

Deal VDR Summary Bot

Summarize VDR folders into diligence chapter stubs with open questions.

InvestmentLiveConfidential

SOSam Ortiz

445 uses

Updated Apr 29, 2026

VDRdiligence

Details

Portfolio Company KPI Hub

Normalize KPI submissions and surface outliers for value creation reviews.

InvestmentLiveConfidential

SOSam Ortiz

534 uses

Updated Apr 26, 2026

portfolioKPI

Details

GP Diligence Scorecard

Structured scoring for GP track record, team stability, and portfolio construction.

InvestmentBetaInternal

SOSam Ortiz

356 uses

Updated Apr 25, 2026

diligenceGPscorecard

Details

IC Memo Outline

Generate IC memo skeletons from diligence findings and model outputs.

InvestmentBetaConfidential

SOSam Ortiz

388 uses

Updated Apr 23, 2026

ICmemo

Details

Term Sheet Parser

Extract economics, governance, and liquidity terms into structured JSON.

InvestmentLiveConfidential

JEJordan Ellis

512 uses

Updated Apr 11, 2026

term sheeteconomics

Details

Investment apps

Tools owned and maintained by Investment. Launch links open in a new tab.

Secondary Bid Evaluation

Score bids across price, seller quality, and portfolio overlap.

InvestmentLiveConfidential

JEJordan Ellis

612 uses

Updated May 3, 2026

secondaryIC

Details

Secondary NAV Modeler

Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.

InvestmentLiveConfidential

JEJordan Ellis

842 uses

Updated May 1, 2026

secondaryNAVpricing

Details

Deal VDR Summary Bot

Summarize VDR folders into diligence chapter stubs with open questions.

InvestmentLiveConfidential

SOSam Ortiz

445 uses

Updated Apr 29, 2026

VDRdiligence

Details

Portfolio Company KPI Hub

Normalize KPI submissions and surface outliers for value creation reviews.

InvestmentLiveConfidential

SOSam Ortiz

534 uses

Updated Apr 26, 2026

portfolioKPI

Details

GP Diligence Scorecard

Structured scoring for GP track record, team stability, and portfolio construction.

InvestmentBetaInternal

SOSam Ortiz

356 uses

Updated Apr 25, 2026

diligenceGPscorecard

Details

IC Memo Outline

Generate IC memo skeletons from diligence findings and model outputs.

InvestmentBetaConfidential

SOSam Ortiz

388 uses

Updated Apr 23, 2026

ICmemo

Details

Term Sheet Parser

Extract economics, governance, and liquidity terms into structured JSON.

InvestmentLiveConfidential

JEJordan Ellis

512 uses

Updated Apr 11, 2026

term sheeteconomics

Details

Investment apps

Tools owned and maintained by Investment. Launch links open in a new tab.

Secondary Bid Evaluation

Score bids across price, seller quality, and portfolio overlap.

InvestmentLiveConfidential

JEJordan Ellis

612 uses

Updated May 3, 2026

secondaryIC

Details

Secondary NAV Modeler

Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.

InvestmentLiveConfidential

JEJordan Ellis

842 uses

Updated May 1, 2026

secondaryNAVpricing

Details

Deal VDR Summary Bot

Summarize VDR folders into diligence chapter stubs with open questions.

InvestmentLiveConfidential

SOSam Ortiz

445 uses

Updated Apr 29, 2026

VDRdiligence

Details

Portfolio Company KPI Hub

Normalize KPI submissions and surface outliers for value creation reviews.

InvestmentLiveConfidential

SOSam Ortiz

534 uses

Updated Apr 26, 2026

portfolioKPI

Details

GP Diligence Scorecard

Structured scoring for GP track record, team stability, and portfolio construction.

InvestmentBetaInternal

SOSam Ortiz

356 uses

Updated Apr 25, 2026

diligenceGPscorecard

Details

IC Memo Outline

Generate IC memo skeletons from diligence findings and model outputs.

InvestmentBetaConfidential

SOSam Ortiz

388 uses

Updated Apr 23, 2026

ICmemo

Details

Term Sheet Parser

Extract economics, governance, and liquidity terms into structured JSON.

InvestmentLiveConfidential

JEJordan Ellis

512 uses

Updated Apr 11, 2026

term sheeteconomics

Details

Investment apps

Tools owned and maintained by Investment. Launch links open in a new tab.

Secondary Bid Evaluation

Score bids across price, seller quality, and portfolio overlap.

InvestmentLiveConfidential

JEJordan Ellis

612 uses

Updated May 3, 2026

secondaryIC

Details

Secondary NAV Modeler

Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.

InvestmentLiveConfidential

JEJordan Ellis

842 uses

Updated May 1, 2026

secondaryNAVpricing

Details

Deal VDR Summary Bot

Summarize VDR folders into diligence chapter stubs with open questions.

InvestmentLiveConfidential

SOSam Ortiz

445 uses

Updated Apr 29, 2026

VDRdiligence

Details

Portfolio Company KPI Hub

Normalize KPI submissions and surface outliers for value creation reviews.

InvestmentLiveConfidential

SOSam Ortiz

534 uses

Updated Apr 26, 2026

portfolioKPI

Details

GP Diligence Scorecard

Structured scoring for GP track record, team stability, and portfolio construction.

InvestmentBetaInternal

SOSam Ortiz

356 uses

Updated Apr 25, 2026

diligenceGPscorecard

Details

IC Memo Outline

Generate IC memo skeletons from diligence findings and model outputs.

InvestmentBetaConfidential

SOSam Ortiz

388 uses

Updated Apr 23, 2026

ICmemo

Details

Term Sheet Parser

Extract economics, governance, and liquidity terms into structured JSON.

InvestmentLiveConfidential

JEJordan Ellis

512 uses

Updated Apr 11, 2026

term sheeteconomics

Details

Investment apps

Investment apps

Search apps

Investment apps

Investment apps