Zahlenwerk Documentation
Setup, everyday use and technical basics of the Zahlenwerk app.
Zahlenwerk app
Zahlenwerk is the workspace for investment and fund data: upload documents, keep track of your portfolio and capital calls, maintain master data, and work with AI assistants directly on your data.
Get started
Quick start
Five steps from your first sign-in to a team that is ready to work.
Connect AI clients
Use Zahlenwerk in Claude, ChatGPT or Cursor.
What do you want to do?
Upload documents
Have reports and capital calls read automatically.
Understand your portfolio
Positions, cashflows, valuations and history.
Follow the metrics
How TVPI, DPI and IRR are calculated.
Manage capital calls
Due dates, IBAN checks and the payment file.
Set up your team
Roles, seats, invitations and access per tool.
Security & data storage
EU hosting, encryption, backups.
Help
Can't find something? Search with ⌘ K or write to hello@zahlenwerk.studio.