VC Investment Management

20 entities and 128 agent-callable operations in vc. Each operation is addressed as {mega_tool}/vc/{entity}/{operation} and carries the same permission check over MCP and REST.

cap_table

OperationMega-toolWhat it does
createentity_crudCreate a new cap table
deleteentity_crudDelete a cap table
listentity_crudList cap_tables with filtering and pagination
readentity_crudGet detailed cap table information
searchentity_crudSearch cap_tables with fuzzy matching
updateentity_crudUpdate an existing cap table

cap_table_shareholder

OperationMega-toolWhat it does
createentity_crudCreate a new cap table shareholder
deleteentity_crudDelete a cap table shareholder
listentity_crudList cap_table_shareholders with filtering and pagination
readentity_crudGet detailed cap table shareholder information
searchentity_crudSearch cap_table_shareholders with fuzzy matching
updateentity_crudUpdate an existing cap table shareholder

data_room_item

OperationMega-toolWhat it does
createentity_crudCreate a new data room item
deleteentity_crudDelete a data room item
listentity_crudList data_room_items with filtering and pagination
readentity_crudGet detailed data room item information
searchentity_crudSearch data_room_items with fuzzy matching
updateentity_crudUpdate an existing data room item

dd_checklist

OperationMega-toolWhat it does
createentity_crudCreate a new dd checklist
deleteentity_crudDelete a dd checklist
listentity_crudList dd_checklists with filtering and pagination
readentity_crudGet detailed dd checklist information
searchentity_crudSearch dd_checklists with fuzzy matching
updateentity_crudUpdate an existing dd checklist

dd_checklist_item

OperationMega-toolWhat it does
createentity_crudCreate a new dd checklist item
deleteentity_crudDelete a dd checklist item
listentity_crudList dd_checklist_items with filtering and pagination
readentity_crudGet detailed dd checklist item information
searchentity_crudSearch dd_checklist_items with fuzzy matching
updateentity_crudUpdate an existing dd checklist item

dd_checklist_item_template

OperationMega-toolWhat it does
createentity_crudCreate a new dd checklist item template
deleteentity_crudDelete a dd checklist item template
listentity_crudList dd_checklist_item_templates with filtering and pagination
readentity_crudGet detailed dd checklist item template information
searchentity_crudSearch dd_checklist_item_templates with fuzzy matching
updateentity_crudUpdate an existing dd checklist item template

dd_checklist_template

OperationMega-toolWhat it does
createentity_crudCreate a new dd checklist template
deleteentity_crudDelete a dd checklist template
listentity_crudList dd_checklist_templates with filtering and pagination
readentity_crudGet detailed dd checklist template information
searchentity_crudSearch dd_checklist_templates with fuzzy matching
updateentity_crudUpdate an existing dd checklist template

dd_finding

OperationMega-toolWhat it does
createentity_crudCreate a new dd finding
deleteentity_crudDelete a dd finding
listentity_crudList dd_findings with filtering and pagination
readentity_crudGet detailed dd finding information
searchentity_crudSearch dd_findings with fuzzy matching
updateentity_crudUpdate an existing dd finding

deal

OperationMega-toolWhat it does
breakdownreport_queryGet deal breakdown by dimension
createentity_crudCreate a new deal
deleteentity_crudDelete a deal
get_transitionsworkflow_actionGet available transitions for a deal
listentity_crudList deals with filtering and pagination
readentity_crudGet detailed deal information
searchentity_crudSearch deals with fuzzy matching
summaryreport_queryVC deal pipeline and check-size analytics
transitionworkflow_actionTransition deal to a new status
trendreport_queryGet deal trend over time
updateentity_crudUpdate an existing deal

deal_contact

OperationMega-toolWhat it does
createentity_crudCreate a new deal contact
deleteentity_crudDelete a deal contact
listentity_crudList deal_contacts with filtering and pagination
readentity_crudGet detailed deal contact information
searchentity_crudSearch deal_contacts with fuzzy matching
updateentity_crudUpdate an existing deal contact

deal_document

OperationMega-toolWhat it does
createentity_crudCreate a new deal document
deleteentity_crudDelete a deal document
listentity_crudList deal_documents with filtering and pagination
readentity_crudGet detailed deal document information
searchentity_crudSearch deal_documents with fuzzy matching
updateentity_crudUpdate an existing deal document

fund

OperationMega-toolWhat it does
createentity_crudCreate a new fund
deleteentity_crudDelete a fund
listentity_crudList funds with filtering and pagination
readentity_crudGet detailed fund information
searchentity_crudSearch funds with fuzzy matching
updateentity_crudUpdate an existing fund

investment_memo

OperationMega-toolWhat it does
createentity_crudCreate a new investment memo
deleteentity_crudDelete a investment memo
get_transitionsworkflow_actionGet available transitions for a investment memo
listentity_crudList investment_memos with filtering and pagination
readentity_crudGet detailed investment memo information
searchentity_crudSearch investment_memos with fuzzy matching
transitionworkflow_actionTransition investment memo to a new status
updateentity_crudUpdate an existing investment memo

portfolio_company

OperationMega-toolWhat it does
breakdownreport_queryGet portfolio company breakdown by dimension
createentity_crudCreate a new portfolio company
deleteentity_crudDelete a portfolio company
listentity_crudList portfolio_companies with filtering and pagination
readentity_crudGet detailed portfolio company information
summaryreport_queryPortfolio company investment and valuation analytics
trendreport_queryGet portfolio company trend over time
updateentity_crudUpdate an existing portfolio company

portfolio_metric

OperationMega-toolWhat it does
createentity_crudCreate a new portfolio metric
deleteentity_crudDelete a portfolio metric
listentity_crudList portfolio_metrics with filtering and pagination
readentity_crudGet detailed portfolio metric information
updateentity_crudUpdate an existing portfolio metric
OperationMega-toolWhat it does
createentity_crudCreate a new presentation link
deleteentity_crudDelete a presentation link
listentity_crudList presentation_links with filtering and pagination
readentity_crudGet detailed presentation link information
searchentity_crudSearch presentation_links with fuzzy matching
updateentity_crudUpdate an existing presentation link

presentation_view

OperationMega-toolWhat it does
createentity_crudCreate a new presentation view
deleteentity_crudDelete a presentation view
listentity_crudList presentation_views with filtering and pagination
readentity_crudGet detailed presentation view information
searchentity_crudSearch presentation_views with fuzzy matching
updateentity_crudUpdate an existing presentation view

sector

OperationMega-toolWhat it does
createentity_crudCreate a new sector
deleteentity_crudDelete a sector
listentity_crudList sectors with filtering and pagination
readentity_crudGet detailed sector information
searchentity_crudSearch sectors with fuzzy matching
updateentity_crudUpdate an existing sector

valuation_model

OperationMega-toolWhat it does
createentity_crudCreate a new valuation model
deleteentity_crudDelete a valuation model
listentity_crudList valuation_models with filtering and pagination
readentity_crudGet detailed valuation model information
searchentity_crudSearch valuation_models with fuzzy matching
updateentity_crudUpdate an existing valuation model

valuation_scenario

OperationMega-toolWhat it does
createentity_crudCreate a new valuation scenario
deleteentity_crudDelete a valuation scenario
listentity_crudList valuation_scenarios with filtering and pagination
readentity_crudGet detailed valuation scenario information
searchentity_crudSearch valuation_scenarios with fuzzy matching
updateentity_crudUpdate an existing valuation scenario

Parameter schemas and permissions

Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.

In the full reference this application appears under entity_crud, report_query, workflow_action.