An application for private equity and family office investors to analyze investments in preferred stock and convertible notes and the effect of each negotiated structural term.

• ·Model the Future: design and analyze tranche-level participation, including who joins at what price and how scenarios scale
• ·Analyze Scenarios: AI-assisted data analysis surfacing the metrics that drive consensus
• ·Share Projects: user-friendly models shared with invited parties without spreadsheet sharing
• ·Secure the Data: compliance with accounting standards and retained future access