The operating system for finance teams stuck between Excel chaos and enterprise bloat. Define your own data schema, automate your own logic, keep a full audit trail — built around how your fund actually works.
Every finance team hits a wall. Spreadsheets collapse under complexity. Enterprise platforms cost a fortune and take six months to configure — only to still not work the way you do.
Works until it doesn't. No permissions, no audit trail, no automations. One bad formula away from a very bad day.
⚠ Breaks at scaleDefine your own entities. Automate your own logic. Built for finance teams that refuse to squeeze into someone else's template.
✓ Scales with youEnterprise weight, enterprise price, enterprise timelines. You'll spend more time configuring it than using it.
⚠ Overkill & overpricedFour interconnected capabilities that work as one. No duct tape, no integration hell.
No predefined fields. No rigid templates. Create entities that match how your fund actually works — Deals, Portfolios, LPs, Cap Tables, or anything else. Add typed fields, link entities together, and query across the entire graph.
Drag nodes onto a canvas. Connect them. Hit activate. Your workflow runs every time a record changes, a schedule fires, or a webhook arrives — no engineers required. 15+ node types including conditionals, approvals, HTTP calls, and more.
Build dashboards from your live data. Drag and drop chart widgets, KPI tiles, and data tables. Filter by any field, group by any dimension, and arrange the layout exactly how you want it.
Granular access control down to the individual field. Create custom roles with exactly the right CRUD permissions on each entity. LPs see only their own data. Associates see what's relevant. GPs have full visibility.
Whether you're running deal flow, managing a fund, or grinding through due diligence — mgmnt adapts to your schema.
Run deal sourcing, IC memos, portfolio monitoring, and LP reporting from a single system with full audit trail and automated approval flows.
Track thousands of companies through your funnel. Automate follow-ups, manage cap table data, and give founders a portal view of their metrics.
Track ESG metrics alongside financial KPIs. Build custom impact scorecards, automate impact reports, and give stakeholders a live portfolio view.
Track borrower covenants, automate compliance checks, manage drawdown schedules, and flag breaches before they become problems.
mgmnt isn't a finance app with fixed screens. It's a composable operations engine. Every entity, every field, every workflow, every permission — defined by you. If you can describe the process, you can build it.
Every create, update, and delete is logged with complete context — who changed what, when, and from what value to what value. In finance, this isn't a feature. It's a requirement. Export to CSV in one click.
We're building mgmnt for finance teams. Data protection, access control, and audit trails are foundational — not bolted on.
AES-256 at rest, TLS 1.3 in transit. Your fund data doesn't leave our infrastructure unprotected.
Granular permissions mean LPs only see their own data, associates see what's relevant, GPs have full visibility.
Designing toward SOC 2 Type II compliance from day one. Full security posture shared with design partners on request.
We're onboarding a small cohort of finance teams to shape the product. Early access is limited — design partners get direct input on the roadmap.
Early Access · 2026 Public Beta · Design Partner Program