Invest Smarter 
Close Faster 
The all-in-one deal execution platform for investors
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TRUSTED BY INVESTORS FROM
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SOLUTIONS
10x+ Faster Transaction ModelingAutomate scenario modeling reducing workflows from days to minutesPlaybook's cap table formulas enable fast, accurate returns and proceeds analysis for VCs. Import a cap table, in any format and level of complexity, and use our advanced formulas to model scenarios and link financial data directly within Excel with no learning curve.
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Automated Metrics CalculationsLeverage operational and valuation metrics to make data-driven decisionsAutomatically calculate 50+ operational metrics and valuation metrics by uploading financial documents for each of your deals. Simply input a few, key metrics and we'll calculate the rest, saving you time and reducing any manual errors.
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Benchmarking DatabaseTurn all of your deal data into your firm's most valuable assetLog your deal data in a secure, centralized database accessible firm-wide. Playbook's system of record enables you to benchmark against new opportunities, track valuation and metric trends over time, and improve deal diligence and decision-making.
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GET STARTED
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TEAM
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Rachit JoshiCEO & Co-FounderRachit has worked 11+ years in private equity, growth equity / VC, and investment banking. His prior experience includes Carrick Capital Partners, Symphony Technology Group, Barclays, Lazard. He holds a BS in Accounting, BS in Finance, and Masters in Accounting from University of Illinois.
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Anand PatelCTO & Co-FounderAnand has 12+ years of experience in software engineering and technology leadership. Prior work experience includes Nvidia, Salesforce, Mulesoft, Runnable, Doma. He holds a BS in Computer Engineering and Masters in Electrical and Computer Engineering from Georgia Institute of Technology.
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Neil MithipatiCPO & Co-FounderNeil has 11+ years of experience in product management, software engineering, and financial consulting. He was previously at AppLovin, Cardlytics, FTI Consulting, and Deloitte. He holds a BS in Finance from University of Illinois, Product School, and Hack Reactor.