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.
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 ExcelClaude Desktop & WebClaude Cowork
+
ChatGPTMicrosoft CopilotCustom agent on Anthropic's APIAny 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
Fund
Vintage
Net IRR
MOIC
DPI
Fund I
2018
19.4%
2.3×
1.6×
Fund II
2021
15.1%
1.7×
0.8×
Fund III
2024
12.6%
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
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.
Ask your AI tools about your fund. Get numbers you can defend.
Connect Claude, ChatGPT or Copilot to Maybern. The AI tool asks the question. Maybern calculates the answer with your fund rules. Each answer shows its date and how Maybern got the number.
Connect your AI tool to Maybern. Maybern does the fund math. Each answer shows its date and its source.
Maybern does the fund math with the rules in your fund record. Your AI tool gets the result from Maybern.
Same question. Same answer.
Maybern uses fixed rules. The same inputs give the same result each time.
Each number shows its work.
Each answer has its date, its method and its inputs. You can show it to an LP or an auditor.
Your permissions apply.
You sign in with your Maybern login. The AI tool sees only what you can see.
How it fits
Your AI tool asks. Maybern calculates.
A general AI tool can write and summarize. It cannot calculate a waterfall the same way each time. Maybern can. The MCP connects the two. You keep the AI tool that your team uses now.
An AI tool cannot do fund math the same way each time. Maybern can. The MCP connects the two.
1 · You ask
In the tool you have open
Claude for ExcelClaude for Excel
Claude Desktop and WebClaude Desktop
Claude CoworkClaude Cowork
ChatGPTChatGPT
Microsoft CopilotCopilot
{}A custom agent on the Anthropic APICustom agent
+Any MCP-compatible toolAny MCP tool
2 · Maybern calculates
From your fund record
Question“What is the net IRR for Bluebell?”
Checks your permissionsOnly the data your login can see
Applies your fund rulesYour fund record: LPA terms, side letters, capital events
Calculates the numberSame inputs, same result.
Maybern does the math.Your AI tool gets the answer from Maybern. Then it shows the answer to you.
3 · You get the answer
With its trail
The answer goes back to your AI tool with the number, the date and the method.
In Claude Desktop and Web
11.57%
Net IRR · Bluebell Endowment Trust
As of Dec 31, 2025LP cash flowsCalc trail
The AI tool reads your numbers. It does not change them.
Product names and trademarks belong to their respective owners. Their inclusion does not imply endorsement or partnership.
Set up
Three steps. No new software to learn.
You do not export files. You do not learn a new screen. You add Maybern to the AI tool that you use now.
Add Maybern to the AI tool that you use now.
1
Add Maybern to your AI tool.
Add the Maybern server in the settings of your AI tool. Your Maybern team helps you.
One setting
2
Sign in with your Maybern login.
Sign-in is secure. The AI tool gets your permissions. It sees only what your login sees.
Your permissions
3
Ask your question.
Maybern calculates each number. Each answer has its as-of date and its method.
Answers with a trail
Real questions
Answers in minutes. No wait for the back office.
You do not wait for the administrator. You do not wait for an associate to build a file. Ask the question in your AI tool. Maybern does the math.
Ask in your AI tool. Maybern does the math. Pick an example.
Claude for Excel · DDQ_Prospect.xlsxFrom Maybern
“We got this DDQ from a prospect. Fill this tab with our latest track record.”
Asking MaybernAnswer from Maybern · calc trail attached
Track RecordNet IRR · from Maybern · as of Dec 31, 2025
Fund
Vintage
Net IRR
MOIC
DPI
Source
2
Fund I
2018
19.4%
2.3×
1.6×
Calc trail
3
Fund II
2021
15.1%
1.7×
0.8×
Calc trail
4
Fund III
2024
12.6%
1.2×
0.2×
Calc trail
Same numbers as your last LP reportSame method for each fundEach cell goes back to the cash flows
SilverOak Investment Corp.LP performance · Fund I + II · As of Dec 31, 2025
“I have a meeting with SilverOak tomorrow. Build me a performance dashboard from Maybern.”
Asking MaybernAnswer from Maybern · calc trail attached
$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
Fund II · gross to net IRRQ2 2026
“Build me an IRR bridge, gross to net, Fund II, Q2 2026.”
Asking MaybernAnswer from Maybern · calc trail attached
22.4%
−4.0
−3.6
14.8%
Gross IRRFeesCarryNet IRR
Ask why. Each step shows its cash flows and the LPA term it uses.
Why your fund record matters
Same Claude. Different foundation.
The AI tool is the same. The difference is the numbers behind it: your fund record.
Question
AI tool on a spreadsheet
AI tool on Maybern
Who does the math
The AI tool. The result can change with the prompt.
Maybern. Same inputs, same result.
Who can use it
One person, one file
Each person with a Maybern login, with their permissions
Behind each number
Nothing
The date, the calc trail and the LPA clause
New data from the administrator
Rebuild the file
Your fund record updates
An LP or auditor asks “how?”
Rebuild it by hand
Show the trail
A number you can act on
See what happened behind each answer.
Each answer has a trace. You see each step that Maybern took, and how long it took. The AI tool asks. Maybern checks your access and does the math. Nothing changes your numbers.Each answer has a trace. The AI tool asks. Maybern does the math.
Question from ClaudeBluebell Endowment Trust · Fund II
Maybern MCPAnsweringAnswered · 11.57%
0.0s0.5s1.0s1.5s2.0s2.5s3.0s3.3s
Your AI tool asks a question
“What is the net IRR for Bluebell?”
Maybern checks your permissions
Access: Fund II · read only
Maybern finds the investor
Bluebell Endowment Trust
Maybern calculates net IRR
11.57% · from LP cash flows
Read the LP cash flows
14 cash flows
Apply the fund terms
Fees and carry · LPA §8.2
Calculate the IRR
Same inputs, same result
Check the sign-off status
Signed off · Dec 31, 2025
Send the answer to your AI tool
Number, date and trail
0.0s / 3.3s
A trace of one answer. The AI tool asks for a net IRR. Maybern checks permissions, finds the investor, reads 14 cash flows, applies the fund terms and calculates 11.57 percent. Maybern checks the sign-off status and sends the answer back in 3.3 seconds.
Maybern calculatesReads or sends a fileCheck
3.3 sFrom question to answer
0Numbers changed by the AI tool
1Signed-off result, with its date
Example trace. Fund, investor and amounts are illustrative.
Cost you can measure
See the exact cost per completed task.
Each task through the Maybern MCP records its AI usage, its tool calls and its retries. You see what one completed task costs, by workflow and by AI tool.Each task records its AI usage and its retries. You see what one completed task costs.
Cost per completed taskLast 30 days
$0.42per task
Average for all workflows. Retries and failed runs count toward the task that finished.
$0.61 · Sep 20$0.42 · today
1,284Tasks completed
$539.28Total AI cost
38Retries counted
Completed tasksLive
Q3 quarter-end package · Fund IIQuarter end · Maybern agent · 24 min$2.371 retry included
Carry if Argonyx exits in Q3 2027Scenario · Claude · 18 s$0.22Completed
Q3 capital account check · Fund IIIAdmin check · Maybern agent · 6 min$0.61Completed
Net IRR for Bluebell Endowment TrustLP question · Claude · 3.3 s$0.12Completed
Cost per completed task, by workflow
LP question$0.18
DDQ answer$0.37
Fee check$0.29
Admin check$0.64
Quarter-end package$2.40
Compare each workflow with the hours your team used to spend on it.
One task, line by line3.3 s
Net IRR for Bluebell Endowment Trust
Fund II · asked by Claude · answer 11.57%
AI tool, input6,240 tokens$0.09
AI tool, output410 tokens$0.03
Maybern tool calls4 callsIncluded
Retries0$0.00
Cost of this task$0.12
Completed · counted once
Example. Tasks, prices and amounts are illustrative.
Product names and trademarks belong to their respective owners. Their inclusion does not imply endorsement or partnership.
FAQ
Questions about the Maybern MCP.
MCP is the Model Context Protocol. It is an open standard that connects AI tools to data. The Maybern MCP connects your AI tool to your fund data and to the Maybern calculations.
No. Maybern calculates each number in your fund record with fixed rules. It gets the same result each time. The AI tool reads the numbers. It does not change them. Your team and your auditor see the same numbers.
You can connect Claude for Excel, Claude Desktop and Web, Claude Cowork, ChatGPT and Microsoft Copilot. You can also connect a custom agent on the Anthropic API, or any tool that uses MCP.
You sign in with your Maybern login through a secure sign-in (OAuth). Your permissions carry over. The AI tool gets only the data that you can see in Maybern.
Add the Maybern server to your AI tool. Sign in with your Maybern login. Then ask your question. Your Maybern team can help you.
Each answer has an as-of date and a calc trail. You can ask how Maybern got the number. The answer also tells you if the number is signed off or calculated at the time of the question.
Maybern customers can use it. Talk to your Customer Success Manager to turn it on.
Maybern MCP
Your AI tools, on numbers you can defend.
See the Maybern MCP on your own fund. Ask the questions that your LPs ask you.