A portfolio system
for LPs and family offices.
One verified information model, created by agents, reviewed and edited by you. Explore and chat with it, or connect it to Claude or ChatGPT over MCP so the same data is available wherever you already work.
Drop a report to start a chat.
Financial data trapped
in emails and PDFs.
Every quarter, the same ritual. Download a PDF. Squint at a fair-value table. Re-type figures into a spreadsheet that lives on one laptop and breaks on the next refresh.
Zahlenwerk replaces that ritual with infrastructure. Reports are parsed once, stored as structured records, and exposed through a stable interface to your team, to your dashboard, and to the AI tools they already use.
Everything you'd expect from a portfolio system.
Connect your inbox or upload a quarterly report. Watch the fund KPIs, capital account, and holdings table fall into place. Edit a position by hand. Use it inside Claude.
Connect or upload
Forward a quarterly statement from your inbox or drop a PDF. Fund KPIs, capital account and holdings land as structured rows.
Edit by hand
Fix what the parser can't reach. Add manual positions, mark unrealised carry, write a note. Every change kept in an audit trail.
Use it inside Claude
Ask Claude or ChatGPT about NAV, top movers, or capital calls. The model reads the same verified data over MCP, no copy-paste, no second login.
Stop re-typing PDFs. Start with infrastructure.
Tell us in two lines which funds you hold and how your team works today. We review each request personally and onboard offices one at a time.
Request access