Investment metric intelligence

An intelligence layer for investment metrics.

Margin turns the metrics scattered across your spreadsheets and models into governed metric registries, so investors always work from one trusted, source-backed definition.

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Trust governed metric definitions

Lineage source-backed and traceable

IC committee-ready briefs

Ask answers in the tools you use

Overview

Metric registries, built for investors.

Margin gives investment teams governed metric registries with a clean way to search trusted metrics, understand lineage, and produce source-backed analysis for portfolio decisions.

01 Ask

Turn portfolio questions into traceable analysis paths.

02 Verify

Connect definitions, sources, freshness, and lineage.

03 Decide

Move source-backed briefs into committee workflows.

Integrations

Connect the tools investors already use.

Slack Metric alerts and answers right in your channels

Teams Committee threads, alerts, and source context

Linear Track flagged conflicts and ask metrics in comments

Excel Fund exports, ad hoc models, operating data

Email Analyst updates, memos, and diligence history

PowerPoint Committee packs backed by metric lineage

Systems

What Margin does for investors

Live Discover & govern

Trusted metric definitions

Margin finds how every metric is actually calculated across your spreadsheets and models, flags conflicting definitions, and keeps one governed, approved version of the truth.

Conflicting definitions surfaced automatically
Approved definitions with full lineage
Audit trail for every change

Live Stay in sync

Always-current metrics

As your source files change, Margin keeps trusted metrics up to date so investors always work from the latest numbers without manual reconciliation.

Automatic change detection
Source freshness at a glance
No manual re-imports

Live Ask anywhere

Answers in your tools

Ask about any metric from Slack, Teams, or Linear and get a governed, source-backed answer in seconds. Conflicts and alerts reach the team where they already work.

Metric answers without leaving chat
Conflict alerts where the team works
Definitions, owners, and lineage on demand

Investor-ready hardening

Hosted permissions

Teams, roles, audit logs, and governed metric approvals.

More source connectors

Broader coverage for warehouses and fund accounting exports.

Committee report exports

PDF and PowerPoint packs backed by metric lineage.

Deeper analytics

Scenario analysis, anomaly detection, and correlations.

FAQ

How Margin compares

How is Margin different from dbt?

dbt builds data models you author in a warehouse. Margin discovers how metrics are already calculated across your spreadsheets and models, reconciles conflicts, and keeps one governed metric registry.

Do I have to replace dbt or my warehouse?

No. Margin sits on top of the tools you already use and flags when their definitions disagree.

How is this different from Claude Code integrations?

Coding assistants help engineers write code. Margin answers investors' metric questions with governed, source-backed definitions in Slack, Teams, and Linear.

Where do the answers come from?

Every answer is tied to its source and the approved definition in your metric registry, so nothing is invented.