• RESERVE TARGET
  • FUNDING GAP
  • PROJECTION
  • HUMAN REVIEW

How to calculate follow-on capital reserves with your AI

Connect your portfolio data once. Your AI handles the math to ensure your breakout companies stay funded.

Ask AI about this page

Short answer

How much reserve capital do I need for my breakout companies?

Your AI calculates the specific reserve amount by analyzing current portfolio performance and projected funding needs for high-growth companies. You get a precise capital target based on your actual data. The breakdown below shows how it works.

The results of this task.

Where your capital planning lands.

Running this calculation gives you these four specific outcomes.

RESERVE TARGET

Specific reserve amount

The AI uses calculate_reserve_requirements to output the exact dollar amount needed to support your top performers.

FUNDING GAP

Identify underfunded companies

Your agent flags which breakout companies lack enough follow-on capital to reach their next milestone.

PROJECTION

Future capital needs

The AI maps out how much capital you'll need to deploy over the next several funding rounds.

HUMAN REVIEW

Manual adjustment required

You review the AI's math to account for qualitative factors like market shifts or founder intuition.

The workflow

What your AI does when the data arrives.

The AI processes your portfolio metrics to build a capital model.

  1. Analyze performance

    Your agent scans your existing portfolio data to identify which companies are hitting breakout growth metrics.

    calculate_reserve_requirements

  2. Calculate requirements

    The AI runs the math to determine the necessary reserve pool for these specific companies.

    calculate_reserve_requirements

  3. Model scenarios

    Your agent tests how different growth rates change the amount of capital you need to hold back.

    calculate_reserve_requirements

  4. Finalize report

    The AI prepares a summary of the required reserves for your review.

    calculate_reserve_requirements

Try it

Copy these to start.

Use these prompts to trigger the calculation immediately.

Starting points

Replace the bracketed text with your specific portfolio names or fund identifiers.

Accelerator Portfolio Construction Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7tr9zHSIXH6CO8fhTePQBCiPRBL1pdCGedpVD6Ru/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 Portfolio Construction capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "accelerator-portfolio-construction-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7tr9zHSIXH6CO8fhTePQBCiPRBL1pdCGedpVD6Ru/mcp"
    }
  }
}
Copy into chat04

  • Calculate the reserve requirements for my [Portfolio Name] fund.

  • Based on my current portfolio data, how much follow-on capital do I need for [Company Name]?

  • Run a reserve calculation for all breakout companies in my [Fund Name] portfolio.

  • Show me the funding gap for my top three performing companies in [Portfolio Name].

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

Start here

Connect Accelerator Portfolio Construction once, then ask.

Connect your data source once. Your credentials stay encrypted, and you can start asking questions in any MCP-compatible client.

Connect Accelerator Portfolio Construction to your AI

FAQ

How this task behaves.

  • 01

    Can the AI automatically move money into reserve accounts?

    No. The AI only calculates the required amounts. You must execute all financial transfers manually.

  • 02

    Does the AI decide which companies are 'breakout' companies?

    The AI identifies companies based on the growth metrics you provide in your portfolio data, but you retain final authority over which companies qualify for reserve planning.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Will the AI change my existing portfolio records?

    No. The AI only reads your data to perform calculations. It does not have the capability to write or overwrite your original records.

  • 05

    How does it handle different currency types?

    The AI performs calculations based on the currency values present in your connected portfolio data.

  • More questions about Accelerator Portfolio Construction? The Connector page answers them. See everything the Accelerator Portfolio Construction Connector can do

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