GoodStream connects to your email, drives and data rooms and reads every financing document that arrives: stock purchase agreements, charters, cap tables, SAFEs, notes, board decks and founder updates. Specialized extraction agents pull every term, two independent models check each value, and our review team settles anything the models disagree on. You get a current record of every position with the source page attached to every number.
Type any exit price or multiple for any company you hold and see how the waterfall flows to each fund and holder, by share class, straight from the charter and the cap table. Every company is already modeled the day its documents land, and Excel export keeps the formulas live. Included in every plan.
GoodStream collects and validates every valuation input from the documents, calculates the marks by your policy and drafts the memo behind each one. Preparer and approver are separate, a published mark can be restated but never silently changed, and the audit pack is generated from the locked snapshot.
Portfolio reports for the partnership and for the pages of the LP letter, produced from the same record that holds your positions and marks. Every report opens presentation-grade and flips between a print-styled document and a working sheet.
Dashboards, alerts and plain-English answers over the whole portfolio, each one carrying its sources. Ask what changed this quarter and get the answer with the document it came from.
The same documents name the investors beside you in every round, so the graph of who invested with you, in which companies, assembles itself. Your data is your data; nothing is shared without the express permission of the people who own it.