Product
A closer look at what's inside AHQ Financials and AHQ Insights, the same platform, two views, depending on whether you're running a portfolio company or a fund.
Reporting
See your whole portfolio on one screen
Fund-level TVPI, DPI, and RVPI alongside every portfolio company's revenue, runway, and covenant headroom, plus sector, stage, and runway distribution across the fund, updated automatically.
Walk into the meeting with the whole portfolio loaded
A full-screen presenter view listing every company in the session with revenue, EBITDA margin, cash runway, and covenant status at a glance. Step through them one by one.
Drill into one company without breaking the flow
Revenue, EBITDA, and cash flow charts for the company on screen, with GP notes and action items alongside. Switch between Base, Conservative, and Aggressive scenarios without leaving presenter mode.
Track every follow-up from every board meeting
Open, overdue, and completed action items across the whole portfolio, filterable by company, so nothing agreed in a portfolio session quietly gets forgotten.
Keep every GP note in one searchable place
Session notes from every portfolio company, filterable by company or by which tab they were taken on. Context from three meetings ago is still one search away.
Configure each investment once, use it everywhere
Valuation method, investment transactions, and investor covenants set per portfolio company, the same data that powers the portfolio view, the fund report, and covenant tracking.
Define investor covenants once, evaluate automatically
Pick from 19 predefined covenants or create an ad-hoc one, set the threshold and the test cadence, choose whether the portfolio company can see it, and let AHQ evaluate pass or fail from their live financials.
Draft your LP report without starting from scratch
An AI-assisted management summary alongside the fund's live TVPI, DPI, RVPI, and portfolio company table. Save it, export to PDF, or pick up a previous draft.
Fund Management
Set up each fund once, manage everything underneath it
Fund name, vintage year, status, and target size for every fund you run, with limited partners, capital calls, and distributions all tracked underneath.
One LP directory, shared across every fund
Name, type, contact details, and status for each limited partner, added once and reused across every fund and capital call.
Issue capital calls with per-LP allocations done for you
Record a capital call once and AHQ splits it across every limited partner by commitment, with the purpose and date logged alongside.
Run distributions through the waterfall, not a spreadsheet
Return of capital, preferred return, GP catch-up, and carried interest calculated per distribution, with the per-LP breakdown and GP carry split out automatically.
A capital account statement for every LP, ready to export
Commitment, called and unfunded amounts, and distributions by component, alongside TVPI, DPI, RVPI, and IRR for each limited partner, exportable as a PDF statement.
See your financial health at a glance
Seven automated metrics, such as cash runway, revenue bridge, P&L variance, customer cohorts, unit economics, and pipeline health, updated the moment you upload new data.
Build a complete, professional budget by hand or use our chat-based tool
A full 12-24 month budget, covering revenue, costs, and cash flow, built line by line in a proper working model, not a chat prompt. Full control over every assumption.
Ask your numbers a question, get an answer
"What's my burn rate?" "How does Q1 compare to Q4?" Ask in plain English and get an answer drawn from your own uploaded financials.
Board-ready reports in a single click
Export a full KPI dashboard as a PDF, share a live web link for async updates, or download the underlying data as CSV, whichever your board or fund prefers.
Upload your accounts, skip the manual entry
Balance sheets, P&L statements, and cash flow reports in PDF, Excel, or CSV. AHQ categorizes the transactions and prepares the data for analysis automatically.
The metrics that matter, always current
Monthly burn rate, cash runway, revenue growth, CAC, LTV, and LTV:CAC ratio, calculated automatically every time you upload, not rebuilt by hand each month.