Transform chaotic financial data into crystal-clear insights with real-time CFO optics and AI decision engine
Deal sourcing and acquisition management platform for business buyers
Stage
Startup
Startup
Founded
2025
2025
Based in
US
US
Pricing model
Contact for pricing
Not given
Pricing
Not given
Free plan with 3-week delayed listings. The Searcher: $79/month or $759/year (real-time listings, 3 buy boxes, 25 AI CIM analyses/month, pipeline CRM, 10 custom broker scrapes). The Deal Team: $149/month or $1,430/year (unlimited AI CIM analysis, 10 buy boxes, 25 custom broker scrapes). Off-Market O
Key features
Real-time cash flow tracking and 13-week runway forecast
Profit and loss analysis by product, customer, or region
Working capital cycle management to free up trapped cash
Automatic variance alerts with root cause analysis
Six-month rolling forecast with stress testing
Priority scorecard scoring issues by cash impact and urgency
Subscription health and unit economics tracking
Sales pipeline analysis with conversion tracking
Cap table, fundraising dilution, and valuation modeling
Over 100 accounting and payment system integrations
Automated deal sourcing from 350+ broker websites
AI-powered CIM analysis
Deal pipeline management with Kanban view
SBA loan calculator with DSCR modeling
Broker relationship CRM
Custom website scraping for broker sites
Off-market outreach to business owners
AI agent integration via MCP protocol
Automated broker email matching
Price benchmarking and market comps
What makes it different
Industry-specific financial analysis instead of generic templates
AI-powered pattern recognition from twenty years of financial expertise
Plain English explanations instead of accounting jargon
Action-focused recommendations with reasoning
Fractional CFO service included in platform access
Scans 350+ regional broker sites others miss
Native AI agent integration for deal analysis via MCP
Capitalista