Your AI tools.
Your fund's entire history, answerable.

Connect Maybern to the AI tools your team already uses. Answer the hard questions, every quarter, every LP, every investment, with the logic behind every number.

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Claude
maybernconnected
What's Bluebell's net IRR?
Verified by maybern
11.57%
Net IRR · Bluebell Endowment Trust
Reply to Claude…
MCP
FUND LOGIC LIVE
Claude
maybern connected
What's Bluebell's net IRR?
Verified by maybern
11.57%
Net IRR · Bluebell Endowment Trust
MCP
FUND LOGIC LIVE

Partner Company

Bring your own agent. It runs on the rails.

Point any AI model at Maybern. Your agent works on your fund's logic, not just the numbers a database stores. So it simultaneously computes the answer and shows its work.

Connectors supported

Claude for Excel Claude Desktop & Web Claude Cowork
+
ChatGPT Microsoft Copilot Custom agent on Anthropic's API Any MCP-compatible client

How it works

Connect your agent.

Sign in with your Maybern login.

It inherits your permissions.

OAuth. It sees only what your login sees.

It works on the rails.

Every figure is one Maybern computed, with its date.

What your agent can do on Maybern.

Answer the hard question the moment it lands.

  • Questions that cost days, answered in seconds. From your phone.
  • An LP's blended return across every fund. What the fee breaks have cost. How close a fund is to carry.
  • No admin to loop in. No associate to wait on.

Your numbers and your fund's logic, in the tool you already have open.

  • Excel or a database gives a number. Maybern gives everything behind it: actuals, projections, the calc trail, and the sign-off.
  • Point the agent you already use at Maybern. No export. No new interface.
  • Combine Maybern with what your agent already reaches: your CRM, a DDQ across both funds, your track-record Excel.

Get a number you can act on, without double-checking.

  • The bottleneck is what lives in your team's heads. It's why headcount climbs with the fund. Maybern moves it into the system.
  • Deterministic math: same inputs, same answer, with an as-of date. It flags when it computes on the fly.
  • Ask how a Gross IRR was built. Get the formula in plain English, down to the cashflows.

Real answers. No back office wait.

LP meeting tomorrow

“I have a meeting with SilverOak tomorrow. Build me a performance dashboard from Maybern.”

Walk in already knowing the number they'll ask for.

SilverOak Investment Corp.
LP performance · Maybern Fund I & II
As of
Dec 31, 2025
$190.5M
Total Commitment
Fund I + II
$42.8M
Contributed
22.5% of commitment
$53.6M
Distributed
$13.7M in 2025
$10.2M
Reported NAV
Fund I tail value
$63.7M
Total Value
NAV + distributions
1.25×
DPI
Cash on cash
1.49×
TVPI
Value / paid-in
$147.7M
Unfunded
Available capital
DDQ in Excel

“We got this DDQ from a prospect. Fill this tab with our latest track record.”

Diligence answered the same day, and the numbers hold up.

Track Record
FundVintageNet IRRMOICDPI
Fund I201819.4%2.3×1.6×
Fund II202115.1%1.7×0.8×
Fund III202412.6%1.2×0.2×
Gross-to-net IRR bridge

“Build me an IRR bridge, gross to net, Fund II, Q2 2026.”

Show your work the moment an LP pushes back.

Fund II · gross to netQ2 2026
22.4% −4.0 −3.6 14.8% GROSS IRR FEES CARRY NET IRR

Frequently Asked Questions

What is the Maybern MCP?
An open standard (Model Context Protocol) for connecting AI tools to data. The Maybern MCP opens your fund's data and Maybern's calculations to the agent you choose.
Which tools can I connect?
You can connect any MCP-compatible client. As more tools adopt MCP, your options continually expand. Easily connect Claude (Excel, desktop, web, Cowork) and ChatGPT, plus custom agents on Anthropic's API.
How easy is it to get set up?
Add the server, sign in with your Maybern login, and connect.
Is my data secure?
OAuth. Your permissions carry over. You reach only what you can already see in Maybern.
Who can use it?
Maybern customers. Talk to your CSM about turning it on.

Your agent, pointed at numbers you can defend.

Maybern is the operating system for agentic fund management.

Request a demo