Resources

Practical guides to AI-native fund operations

Explore product walkthroughs, connected workflows, and ways to make your fund information more useful.

6 guides 2 product updates

Guides

Walkthroughs of the connected workflows, one for each part of Floom.

Fund Operations

How investment records, documents and portfolio information fit together

The shared fund and investment context behind every Floom workflow.

See it in Fund Operations
Deal Intelligence

From deal terms to an investment-waterfall scenario: inputs and assumptions

What a proceeds analysis needs: the cap table, security terms and exit assumptions.

See it in Deal Intelligence
Portfolio Intelligence

Automated reporting requests, follow-ups and the AI Inbox

Set up a collection cycle and review incoming updates against their source.

See it in Portfolio Intelligence
AI & MCP

Read, create and edit investment records through MCP

Connect an AI tool and see the result of each action in Floom.

See it in AI & MCP
Fund Modeling

Using investment data as a baseline for fund scenarios

Recorded, assumed and calculated values in a fund model.

See it in Fund Modeling
Excel

Review and apply supported fund-record changes in Excel

Refresh, stage, review and apply from your workbook.

See it in Excel

Product updates

What has shipped, and how to start using it.

  1. Connect Claude to Floom

    Set up the Floom connector and ask questions of your fund data. Read the update

  2. Floom for Excel

    Pull fund and portfolio data into your workbooks with Floom formulas. Read the update

See Floom across your fund’s workflows

Explore investment records, deal analysis, portfolio monitoring, and fund modeling with your team’s use case.

Request a Demo