• INVESTMENT
  • RESERVES
  • FEES
  • HUMAN

How to calculate fund capital allocation with your AI

Connect your fund data once. After that, your AI handles the math to split your capital into specific buckets.

Ask AI about this page

Short answer

How do I calculate fund capital allocation with my AI?

Your AI pulls your total fund size and runs it through a sizing model to partition capital into investment pools, management fees, and reserves. You get a clear view of your available dry powder through the following breakdown.

The outcomes

Where your capital lands.

Your AI processes your fund data into these four distinct views.

INVESTMENT

Deployed capital view

The AI calculates how much capital is currently tied up in active deals versus what is available for new investments.

RESERVES

Reserve buffer check

It identifies the specific amount held back for follow-on rounds or unexpected fund expenses.

FEES

Management fee tracking

The model isolates management fees to ensure they don't bleed into your investable capital.

HUMAN

Strategic oversight

The AI provides the numbers, but you decide if the reserve percentages align with your fund strategy.

The workflow

What your AI does when the data arrives.

The AI moves from raw fund totals to a structured distribution model.

  1. Aggregate totals

    The AI scans your fund documents to pull the total committed capital and current AUM.

    get_fund_sizing_summary

  2. Partition capital

    It applies your specific percentage rules to separate management fees from the investable pool.

    get_fund_sizing_summary

  3. Calculate reserves

    The agent determines the necessary dry powder needed for follow-on commitments based on your current deal count.

    get_fund_sizing_summary

  4. Validate distribution

    The AI checks that the sum of investments, fees, and reserves matches your total fund size.

    get_fund_sizing_summary

Try it

Copy these to start.

Use these prompts to kick off the sizing process.

Starting points

These are opening lines. Swap out the specific fund names or sheet references with your own data.

Accelerator Fund Sizing Model Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ShUuLRsEuW2rTTH2318p8uff7vfU3tHCtmX9KtxS/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Accelerator Fund Sizing Model capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "accelerator-fund-sizing-model-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ShUuLRsEuW2rTTH2318p8uff7vfU3tHCtmX9KtxS/mcp"
    }
  }
}
Copy into chat04

  • Run a fund sizing summary for the Sequoia-style growth fund sheet.

  • Based on my current fund size, how much should I set aside for management fees?

  • Show me the breakdown of deployed capital versus reserves for the Alpha Ventures fund.

  • Calculate my remaining dry powder after accounting for the planned follow-on reserves.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Accelerator Fund Sizing Model once, then ask.

Connect your data source to the MCP. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Accelerator Fund Sizing Model to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my actual fund documents?

    No. The AI only reads the data to perform calculations. It cannot write to or modify your original files.

  • 02

    Does the AI decide how much reserve capital I need?

    No. The AI calculates the reserve amounts based on the parameters you provide, but you make the final strategic decisions.

  • 03

    What happens if my fund data is in a spreadsheet?

    The AI reads the data from the spreadsheet to perform the sizing summary and provides the results in chat.

  • 04

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once you connect the MCP through Vinkius.

  • 05

    Will the AI delete my investment records?

    No. This MCP is designed for read-only analysis and calculation. It has no capability to delete data.

  • More questions about Accelerator Fund Sizing Model? The Connector page answers them. See everything the Accelerator Fund Sizing Model Connector can do

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