The software suite that gives
PE CFOs unprecedented visibility.

Centralize your entire portfolio, model any cap table or waterfall scenario with AI-audited precision, and streamline fund operations — from capital calls to LP reporting — on a single ledger built for institutional-grade control.

Mextyl Private Equity team
Solutions
Built for how
PE firms actually run their portfolio.

Three integrated pillars covering sourcing to exit — connected by a single AI intelligence layer.

01 · Portfolio Operations

Centralize your portfolio companies

Stop chasing spreadsheets across portfolio companies. Manage ownership, valuations and cap tables from one dashboard — with full visibility across every entity in your fund.

1
Streamline equity across entitiesVesting schedules, liquidation hurdles and liquidity events, unified
2
One hub for every data pointCap tables, waterfalls and tax reporting in a single source of truth
3
Aggregated performance, on demandCross-portfolio KPIs, health scoring and instant reporting
Explore Portfolio Monitoring
02 · Modeling & Precision

Model any scenario with AI precision

Automate cap table creation and document extraction with AI. Model exits, valuations and distributions on demand — with fully auditable, defensible results.

1
Automate complex agreementsWaterfalls, distributions and real-time cap tables generated from source documents
2
Audit every calculationTrace every breakpoint, allocation tier and hurdle back to its source
3
Simplify quarterly valuationsAI-drafted, auditor-ready multiples and valuation rationale
Explore Cap Table Manager
03 · Fund Operations

Streamline your fund operations

Optimize how you run your fund or SPV. Access real-time metrics, deliver timely investor tax reporting, and strengthen LP relationships — all from a single ledger.

1
Run your fund with controlReal-time metrics, KYC/AML checks and dedicated workflow support
2
Boost investor confidenceBranded LP Portal, capital call fulfillment, AI-prefilled subscription docs
3
A smoother tax seasonYear-end filings, investor tax reports and compliance tracking
Explore LP Portal
Explore the Suite

One platform,
unlimited precision.

Access a full suite of tools for every stage of a fund's life — from your first cap table to your next exit.

CAP TABLE SUMMARY
HolderSharesOwnership
Founders360,00042%
Fund I210,00024%
ESOP Pool96,00011%

Cap Table Management

Track ownership, dilution and equity instruments across every portfolio company — with round simulations and full audit trails built in.

See Cap Table Manager
ROUND SIMULATOR
Pre-money$42.0M
New round size$8.0M
Post-money$50.0M
Dilution impact-16.0%
EXIT WATERFALL
Exit valuation$120M
Preferred return$24M
GP carry (20%)$19.2M
LP distribution$76.8M

Waterfall Modeling

Model European and American waterfall structures with full auditability — every breakpoint, hurdle and allocation tier traced to its source.

See Waterfall Calculator
VALUATION SNAPSHOT
MethodMultiples (AI)
EV / EBITDA8.4x
StatusAuditor-ready
PORTFOLIO HEALTH
Company AHealthy
Company BWatch
Company CAt Risk

Portfolio Monitoring

Automated founder KPI collection, AI runway prediction and benchmarking — refreshed continuously, not once a quarter.

See Portfolio Monitoring
AI RUNWAY PREDICTOR
Monthly burn$340K
Cash on hand$2.1M
Runway6.2 months
CAPITAL CALL
Call amount$5.0M
Due date15 days
LPs funded18 / 22

LP Portal

Give LPs a branded, self-serve portal for KYC/AML, capital calls, distributions, tax documents and quarterly ILPA-compliant reporting.

See LP Portal
FUND PERFORMANCE
Net IRR24.6%
TVPI1.9x
DPI0.8x
Why Mextyl

Why PE firms
choose Mextyl.

Institutional-Grade Cap Tables

Round simulator, anti-dilution logic, 409A tracking and exit waterfalls — modeled with full audit trails at company level.

Auditable AI Modeling

Every waterfall calculation, valuation multiple and breakpoint is traceable — auditor-ready by design, not by afterthought.

Real-Time Portfolio KPIs

Founder-submitted metrics, benchmark scoring and health alerts — refreshed continuously, not once a quarter.

Branded LP Portal

KYC/AML, capital calls, distributions and tax documents — delivered through a portal LPs actually trust.

AI Agents on Every Deal

Autonomous agents draft IC memos, score deals across 6 criteria, and monitor portfolio health continuously.

Rapid Onboarding

Migrate existing cap tables and fund data within 48 hours — no lengthy implementation project required.

Platform

Every module a PE firm needs.
Nothing it doesn't.

Products & Features

Cap Table Manager

Full ownership, dilution and equity instrument tracking at company level.

Learn more
Cap Table Manager
Included in this module
Round simulator & anti-dilution modeling
Exit waterfall (participating / non-participating)
BSPCE, BSA, SAFEs, options & vesting
409A / fair market value history

LP Portal & Fund Ops

The system of record for capital calls, distributions, and LP relations.

Learn more
LP Portal
Included in this module
Waterfall calculator (European / American)
KYC/AML workflow & periodic re-verification
Capital calls & distributions tracking
ILPA-compliant quarterly reporting

Portfolio Monitoring

Automated KPI collection, health scoring, and predictive runway alerts.

Learn more
Portfolio Monitoring
Included in this module
Secure monthly founder KPI requests
Health scorecard (traffic-light system)
AI runway predictor & benchmarking
Stripe / QuickBooks / Xero integrations

AI Agent Suite

Claude Sonnet 4.6-powered agents embedded across every workflow.

Learn more
Claude
AI Agent Suite
Included in this module
IC Memo generation from CIM/deck
6-criteria AI Deal Scoring
Debate Arena — Bull/Bear/Judge analysis
Multi-agent Swarm pipelines
Mextyl Private Equity team

Give your PE firm
unprecedented control.

Join private equity teams already using Mextyl to unify portfolio operations, cap tables and LP reporting on one platform.

Alphy
AI Sales Assistant
Welcome to Mextyl! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how Mextyl can help your investment firm centralize data, deal flow and AI agents?
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