Pro

Model operating company exposure with enterprise value, cash, debt and ownership percentage assumptions.

Tune benchmark profile, cash target, liquidity, currency and private exposure thresholds to the portfolio owner.

Use section tabs to review candidate ideas by asset class without losing the original plan context.

Generate owner exports and printable net worth statements for review, planning or advisor discussion.

Admin routes support authorized operations such as users, subscriptions, lifecycle, support and investment universe management.

Record ownership in an operating company with valuation, ownership percentage and source context.

Configure the cash-reserve threshold used to flag low or excessive liquidity.

Configure when Capital Review should flag excessive locked or hard-to-sell holdings.

Interpret probability-style projection output without treating it as certainty.

Use downside scenarios to see how liquidity, debt and net worth react under adverse conditions.

Use the audit section to understand which inputs drive Forecast and which assumptions need review.

Create a structured archive for technical review, backup or migration-style analysis.