Most funds model forward returns in spreadsheets.
Today’s reality:
Someone exports cap tables and holdings, types them into Excel, builds a column for each scenario, and the file goes stale the moment a new mark lands.
Decision-Making Friction:
By the time a partner asks “what if Acme exits at 8x?” in an IC meeting, the answer is either “let me get back to you” or a number nobody fully trusts.
Live Portfolio Data
Your deal team builds company-level scenarios — VC events, PE add-ons, dividend recaps, exits.
Waterfall Intelligence
Your finance team composes those into fund-level models with full waterfall economics.
Interactive Scenarios
Partners explore “what if” questions in real time.
Rationale Tracking
Every assumption carries a rationale trail. When source data changes, scenarios recalculate automatically.
Company-level assumptions automatically roll up into fund-level outcomes — keeping ownership, dilution, returns, and exposure connected across the entire model.
For each portfolio company, build a forward model from current state to exit. Add the events you expect — financing rounds, bridges, secondaries, add-on acquisitions, dividend recaps, debt refinancings — then set exit assumptions. Current state is read-only and pulled live from Foresight, so you start from the truth.
VC events: Series rounds, bridges, secondaries, down rounds
PE events: add-ons, recaps, refinancings, milestones
Best · base · worst · custom variants per company
Exit method, timing, valuation
Returns attribution: growth · multiple · leverage
The people who actually attend the board meetings build the model. They see only their companies, not the full fund. Quarterly cadence; faster when material events happen.
Compose the company scenarios into a fund-level model. Pick best/base/worst per company, add hypothetical new investments, apply your waterfall and fee structure, and produce LP-ready outputs. Multi-fund views show how a single exit affects every fund holding the company.
IRR · MOIC · DPI · RVPI · TVPI
Cashflow projections (J-curve, calls, distributions)
GP carry & LP returns through full waterfall
PE-specific: returns attribution, leverage profile
Sensitivity analysis on key drivers
Includes a “Ready for Review” dashboard for company scenarios coming in from deal teams. Modify-with-attribution if you change an assumption — deal teams get notified, history stays clean.
Partners ask “what if Acme exits at 8x?” and see the IRR, MOIC, and DPI impact instantly — not after lunch. Live recalculation against the same fund accounting data running your reporting.
Every assumption carries a rationale trail — who set it, when, what the AI suggested, what the deal team decided, what finance accepted. When an LP asks “why this number?”, you have an answer.
Returns attribution between EBITDA growth, multiple expansion, and leverage. Covenant compliance through holding period. Consolidated financials on platform-plus-add-ons.
When the same company sits across Funds I, II, and III, exits and recaps fan out automatically. No reconciling three spreadsheets that disagree about Acme's mark.
Deal team marks a scenario “Ready for Review.” Finance sees it on a dashboard with the rationale trail. Modify-with-attribution preserves who said what. The quarterly process gets shorter every cycle.
Capital calls, distributions, and net cashflow projected forward — by fund, by quarter — built from the same company scenarios that produce IRR. The J-curve, planned capital calls, and expected distributions all roll up automatically.
Every assumption logs who set it, when, what the AI suggested, and what the user decided. Append-only. Queryable for audit.
When finance modifies a deal team assumption, the system tracks both versions and flags who changed what. No anonymous edits.
Finalized scenarios can be locked — frozen as the source of record for an LP report or IC deck. Edits after lock require re-versioning.
The AI agent surfaces data-grounded suggestions. Users accept, reject, or modify. The system never applies changes without explicit confirmation.
Scenarios are scoped to your fund's workspace. Never shared across firms. Never used for model training.
Foresight operates under SOC 2 controls. TLS in transit, at-rest encryption on every record.
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