Meji offers an AI‑driven platform that automatically synchronizes private equity portfolio companies' waterfall models with their cap tables, updating in real time as new equity agreements are executed. The solution centralizes complex waterfall calculations, provides a secure SOC 2 Type II‑compliant portal for management access, and delivers continuously exit‑ready financial projections across the entire fund portfolio.
Funding
Funding not disclosed
Founders
Product
Problem
Private equity fund managers must manually maintain and update waterfall models and cap tables for each portfolio company, a process that is time‑consuming, error‑prone, and often lags behind new equity agreements, making it difficult to keep exit calculations current.
Solution
Meji provides an AI‑driven platform that automatically synchronizes each portfolio company’s waterfall model with its cap table. When a new equity agreement is executed, the system instantly incorporates the change, ensuring that all financial projections and exit scenarios remain up‑to‑date. The centralized solution stores all agreements, calculates complex waterfall structures—including profits interests, tiered strikes, convertible securities, and bespoke performance vesting—and makes the data continuously exit‑ready. Management teams can be granted limited portal access to view estimated equity values, vesting schedules, and related legal documents, while the platform’s SOC2 Type II compliance ensures secure handling of sensitive financial information.
Target Audience
Meji is aimed at private equity fund managers and their portfolio companies that require accurate, up‑to‑date waterfall modeling and cap‑table management for exit planning and investor reporting.
Features
- AI‑powered automatic updating of waterfall models in real time as equity agreements are finalized
- Direct integration with portfolio company cap tables to maintain a single source of truth
- Support for complex waterfall configurations such as profits interests, tiered strikes, convertible securities, preferred dividends, multi‑entity structures, and custom performance vesting rules
- Secure, SOC2 Type II‑compliant architecture with audit‑ready data storage
- Limited‑access portal for management teams to view equity value estimates, vesting schedules, performance criteria, and associated legal documents
- Centralized dashboard that provides fund managers with continuously exit‑ready financial projections across the entire portfolio