Insight AI · CFO Health CheckBoardroom-grade financial intelligence, built for your company
CFA-led analysts pair with our AI engine to deliver live KPIs, valuation models and strategic insight — on a private dashboard refreshed for you every quarter.
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Numbers your board will actually trust
Stop reconciling spreadsheets. Start defending decisions with live, analyst-validated data.
Model any decision before you make it
Drag any lever — discount a customer, raise salaries, shift collection days, model an EGP devaluation. Cash, runway, EBITDA and health score recompute live.
What-if console
Move a slider — see the impact on cash and runway in real time.
13-week cash projection — baseline vs scenario
Revenue & EBITDA — quarterly
$ millionsRevenue mix
No levers active. Cash trajectory matches the existing 13-week baseline.
This is illustrative sample data. Your live dashboard is generated from your financials and refreshed every quarter.
Built for the moments that matter
Pick the workflow that fits — your analyst configures the dashboard around it.
Pre-IPO & fundraise prep
Investor-ready KPIs, DCF and peer benchmarking — packaged for your data room and updated as the deal moves.
CFO quarterly review
Board-grade performance pack: margin walks, ratio drift and anomaly flags reviewed by a CFA before you read it.
Holding-company oversight
One dashboard per portfolio company, one login for the chairman. Compare, benchmark and drill in instantly.
M&A target screening
Spin up a private dashboard on a target, stress-test scenarios in the sandbox and chat with the analyst inline.
Strategy & turnaround
Porter forces, segment growth and recommendation tracking — so the strategy on the wall matches the numbers.
Audit-grade evidence trail
Every metric carries source notes and analyst sign-off. Confidential, single-tenant, encrypted end-to-end.
A tier for every stage
Transparent pricing. Upgrade as your company — and your data room — grows.
Essential health-check for early-stage teams.
- Executive summary & KPIs
- Performance & revenue mix
- DCF valuation snapshot
- Email support
For scaling companies and active CFOs.
- Everything in Basic
- Ratios & peer benchmarking
- Scenario sandbox & playground
- In-app analyst messaging
Holdings, PE portfolios and listed companies.
- Everything in Pro
- AI narrative & anomaly detection
- Custom calculations & audit log
- Dedicated CFA, <24h SLA
Your next board meeting starts here.
Sign in to your private dashboard, or talk to an analyst about onboarding your company.