Strategic Intelligence for Founders & CFOs
AI-powered financial modeling, investor deck generation, predictive analytics, and executive dashboards — purpose-built for SaaS leaders making strategic decisions.
AI FINANCIAL MODEL BUILDER
Build Investor-Ready Models in Minutes
An 8-step guided interview auto-fills from your live data, then AI generates comprehensive 5-year financial models with Bear, Base, and Bull scenarios.
AI Financial Model Builder
Guided 8-step interview wizard that auto-fills from your live DealARR data. AI generates comprehensive 5-year models with Bear/Base/Bull scenarios in minutes.
Scenario Planning
Create Conservative, Base, and Aggressive scenarios with side-by-side comparison. Model different growth trajectories, churn rates, and investment levels.
Sensitivity Analysis
Tornado charts showing the impact of changes in growth rate, churn, headcount, and marketing spend on your key financial outcomes.
Goal Seek
Reverse engineer the assumptions needed to hit specific ARR, profitability, or runway targets. Work backwards from your goals.
AI Suggestions
Get AI-powered recommendations for optimizing your financial model assumptions based on industry benchmarks and your historical data.
Excel & PDF Export
Investor-ready Excel with 8 sheets (Revenue, P&L, Unit Economics, Headcount, Cash Flow, Scenarios, Assumptions) and styled PDF reports.
FOUNDER PULSE
CEO-Grade Performance Dashboard
A composite health score across five dimensions with MRR bridge, regional analysis, and consolidated action tracking.
Performance Score
0-100 composite score across Revenue, Sales, Retention, Pipeline, and Cash health dimensions with real-time status indicators.
MRR Bridge
Starting MRR through New, Expansion, Contraction, and Churn to Ending MRR with period-over-period comparison.
Regional Matrix
ARR share by region with active deals, average deal size, renewal rates, and churn counts for geographic performance analysis.
Product Health Matrix
Four-quadrant analysis (Star, At Risk, Emerging, Sunset) with product ARR and health indicators for portfolio management.
Team Attainment
Per-rep target vs achieved with pipeline coverage, gap analysis, and revenue concentration visualization.
Action Tracker
Consolidated recommended actions with priority, owner, deadline filtering and data-driven issue detection.
ADDITIONAL TOOLS
Complete Strategic Toolkit
Investor Deck Generator
AI-powered 6-slide investor decks with claim + proof headlines, SaaS metrics visualizations, and narrative framework.
Cashflow Forecast
6-month cashflow projections with AI-powered runway analysis, break-even detection, and net burn tracking.
Shareholder Portal
Secure shareable board reports with confidentiality gates. Investors access interactive metrics via time-limited links.
Predictive Analytics
12-month ARR/MRR forecasting, churn risk scoring, pipeline conversion predictions, and cash flow projections.
Industry Benchmarks
Compare 20+ metrics against P25/P50/P75/P90 percentiles for your specific industry. Know where you stand.
ICP Playbook
AI identifies your Ideal Customer Profile based on win patterns, retention data, and expansion behavior.
AI Chatbot
Ask questions about your data in natural language and get instant answers with full context from your metrics and reports.
Board Reports
Dual AI narratives: balanced shareholder-facing summary and direct internal management briefing with McKinsey-style insights.
Build Your Financial Strategy with AI
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