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Portal Update | Smarter SOI Views As a Limited Partner, your Schedule of Investments (SOI) should tell you exactly where your capital is deployed. In practice, it’s usually scattered across dozens of GP reports, each using different names for the same underlying companies. Before you can answer "what’s my total exposure?", you’re already deep in a spreadsheet manually reconciling data. We’ve built a better way. The post Portal Update | Smarter SOI Views appeared first on Mantle Blog .

Portal Update | Smarter SOI Views #mantle #blog

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blog.withmantle.com/smarter-soi-...

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Your SOI data used to live in spreadsheets, financial statements, and a ton of SUMIFS formulas. Now it lives in Mantle 📂

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Equity Update | Create Vesting Schedules with AI Assist - Mantle Blog Stop fighting with Excel formulas. Use Mantle’s AI Assist to create automated vesting schedules from simple descriptions.

blog.withmantle.com/equity-updat...

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New: AI Assist for vesting schedules ✨

Describe your schedule → click AI Assist → Mantle fills in every field for you.

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Equity Update | Create Vesting Schedules with AI Assist Describing a vesting schedule is easy. Defining the formula for that same schedule in a spreadsheet? Not so much. Between manual date calculations and nested logic, the "simple" act of setting up equity often becomes a bottleneck for founders and operators. At Mantle, we're closing the gap between your intent and your cap table. The post Equity Update | Create Vesting Schedules with AI Assist appeared first on Mantle Blog .

Equity Update | Create Vesting Schedules with AI Assist #mantle #blog

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Mantle Is Modernizing Cap Tables and Private Market Reporting with Real-Time Financial Infrastructure   After building multiple startups, the team behind Mantle kept running into the same recurring issue: equity data was always

“Ten years from now, the way private markets operate today will seem unthinkable. We’re building what comes next.” - Amit Jethani (co-founder of Mantle)

Thanks for the spotlight, TechBeat Canada! 👋

techbeat.ca/ai/mantle-ca...

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🎟️ If you’d like to attend, comment below for complimentary tickets.

👋 If you're going, find our booth to connect and see Mantle Portal in action.

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Mantle is an official sponsor of the @FWReport's Family Office Fintech Forum, and Amar Varma (co-founder & CEO) will be there.

The whole day is built around the theme of the "AI-First Family Office", and we’re showcasing how Mantle is leading the pack in family office tech.

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The Founder's Guide to Managing Post-Exit Wealth YouTube video by Mantle

Many founders obsess over the exit. Fewer think about what comes after.

Chris Canavan, a General Manager for post-exit founders, shares practical advice on preparing yourself and your wealth for life post-exit.

www.youtube.com/watch?v=g109...

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Introducing: Focus Mode 🔍 Mantle's new deep work experience for cap table management.

Toggle it on. Everything else disappears.

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“I have no idea what's going on, but I am locked in.” - Mantle beta user

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Introducing Portfolio Company Highlights: The Intelligence Library That Builds Itself Mantle extracts portfolio company highlights from every investor report — giving fund-of-fund GPs an always up-to-date intelligence library, automatically.

Check out the full feature here: blog.withmantle.com/portfolio-co...

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NEW in Mantle Portal: Portfolio Company Highlights ✨

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Introducing Portfolio Company Highlights: The Intelligence Library That Builds Itself The numbers tell you how a fund is performing. The story tells you why. Until now, that story (the key hires, revenue milestones, quiet warning signs buried in every investor report) rarely made it anywhere useful. We built Portfolio Company Highlights to fix that. As reports arrive, Mantle automatically extracts and organizes portfolio company intel into a clean, verified, CRM-ready library. The post Introducing Portfolio Company Highlights: The Intelligence Library That Builds Itself appeared first on Mantle Blog .

Introducing Portfolio Company Highlights: The Intelligence Library That Builds Itself #mantle #blog

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Good investor report AI summaries cite their sources.

Great ones take you straight to them📍

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The Build vs. Buy Debate in the AI Era | Ashok Sivanand | Mantle Mondays YouTube video by Mantle

AI makes it easier than ever to ship new products and features.

Ashok Sivanand explains why that can be dangerous if founders confuse output with progress.

Catch the full conversation 🎧
www.youtube.com/watch?v=9GAl...

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Erin Bury (Willful) | Co-Founding with Your Spouse and Scaling Through a Pandemic YouTube video by Mantle

Listen to Erin's full founder experience here: www.youtube.com/watch?v=KGXK...

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Erin Bury's advice for first-time founders? Understand your cap table early.

Knowledge is power, and the decisions you make today have a ripple effect for years to come.

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We’re hosting a hands-on workshop this Friday as part of Femtech Breakfast Club's Fundraising Bootcamp.

If you run an accelerator or incubator program and your founders are still fuzzy on how cap tables and equity management actually work - send us a message to set something up 📩

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Portal Update | Smarter Family Office Portfolio Tracking Mantle Portal's latest updates solve the commitment tracking, naming, and allocation challenges every family office faces.

Read more → blog.withmantle.com/smarter-fami...

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🗂️ Family offices: map investments to individual members or trusts internally without maintaining another spreadsheet.

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Portal Update | Smarter Family Office Portfolio Tracking Mantle Portal just shipped updates built specifically for the complexity family offices deal with every day. If you've ever managed a fund commitment that pools capital across multiple family members or trusts, wrestled with a GP document that uses a different fund name than your internal records, or lost document routing because a capital account became "Entity #2," these updates are for you. You can now allocate commitments across family members and trusts, assign custom investment names, and track multiple commitments to the same fund cleanly and automatically. The post Portal Update | Smarter Family Office Portfolio Tracking appeared first on Blog .

Portal Update | Smarter Family Office Portfolio Tracking #mantle #blog

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Step into the portal → withmantle.com/portal

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The cap tables are managed. The ego is not. Amit's back for another office tour ⤵️

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Big week for the Mantle team at #FutureProof and #InvestOpsUSA 🌴

The AI conversation has turned a corner. A year ago, the industry was cautious. Today? LPs, RIAs, and operators are eager and ready to move.

The energy was undeniable. The industry is ready. And Mantle is ready with it.

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The Ops Playbook Behind Tensor’s Acquisition by Coinbase (Phil Jacobson) YouTube video by Mantle

Mantle customer Tensor went from a signed term sheet to a closed acquisition by Coinbase in 3 months.

Phil Jacobson (Head of Ops) breaks down his ops playbook on the latest Mantle Mondays 🎙️

www.youtube.com/watch?v=G94f...

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The Brain Behind Boardy: Andrew D’Souza YouTube video by Mantle

Watch the full episode: www.youtube.com/watch?v=hGiw...

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The question too many founders are scared to ask: "Am I the right person for what this company needs right now?"

(ft. Andrew D'Souza on Mantle Mondays)

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The K-1 Management Software Built for How LPs Actually Work Tax season for institutional LPs is structurally broken. Dozens of fund relationships, each GP running their own portal and timeline, means every Q1 someone on your team stops doing real work and starts chasing PDFs and fielding questions from advisors asking what's missing. Mantle Portal fixes this. As K-1 management software built for LPs, Mantle automatically captures tax documents the moment fund administrators upload them, flags anything missing before your advisors ask, and delivers structured data ready to export to your accountant. The post The K-1 Management Software Built for How LPs Actually Work appeared first on Blog .

The K-1 Management Software Built for How LPs Actually Work #mantle #blog

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K-1 season is here 🗂️ Here's how Mantle Portal keeps it easy:

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