MCP For Claude Marketplace
Venture Follow-on Reserve Sizing

Venture Follow-on Reserve Sizing MCP Connector for Claude

A+

Calculate optimal capital reserves for venture capital follow-on investments.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

This MCP server provides specialized financial modeling tools for venture capital firms to manage follow-on capital. It allows users to calculate the optimal reserve ratio, project annual deployment schedules, and reallocate reserves based on company performance tiers. Use calculate_reserve_summary to determine the initial vs. reserve split, project_deployment_schedule to plan capital over time, allocate_by_performance_tier to prioritize high-growth companies, and validate_reserve_adequacy to check if current reserves meet projected needs.

vcreservesfollow-oncapital-allocationfinancial-modeling

4 tools expose this connector's capabilities to your AI agent.

project_deployment_schedule

Determines how the reserves should be distributed over time across the portfolio

validate_reserve_adequacy

Compares the calculated reserves against the expected follow-on needs

allocate_by_performance_tier

g., high, medium, low). Reallocates the total reserve based on the projected performance of portfolio companies

calculate_reserve_summary

Provides a high-level overview of the fund's allocation between initial investments and reserves

See how to talk to your AI agent using Venture Follow-on Reserve Sizing.

Calculate the reserve summary for a $100M fund with a 60% initial investment ratio and 20 portfolio companies.

For a $100M fund with a 60% initial investment ratio, the initial investment amount is $60M and the total reserve amount is $40M. The optimal reserve ratio is 40%, and the reserve per company is $2M.

Project a deployment schedule for $40M in reserves over 5 years for 20 companies.

The annual reserve allocation for the 5-year period is $8,000,000 per year, totaling $40,000,000.

Is a $30M reserve adequate for expected follow-on needs of $35M?

No, the reserves are not adequate. There is a shortfall of $5,000,000.

You can use the `calculate_reserve_summary` tool, which takes the fund size, initial investment ratio, and portfolio company count to return the average reserve available per company.

Related Connectors

Vesting Schedule Engine

Vesting Schedule Engine MCP

4 tools Official

Calculate equity vesting timelines, cliff impacts, and acceleration outcomes.

A+ View details →
NEW
Allowance Budget Planner

Allowance Budget Planner MCP

4 tools Official

Allocates child allowance into spending, saving, giving, and goal buckets.

A+ View details →
NEW
Pet Care Cost Sharing Plan

Pet Care Cost Sharing Plan MCP

5 tools Official

Manage and reconcile shared pet expenses among co-owners using explicit contribution rules.

A+ View details →
NEW
Group Donation Plan

Group Donation Plan MCP

4 tools Official

Calculates distribution of collective donation funds to causes based on pledges, matching rules, and targets.

A+ View details →