Transform chaotic financial data into crystal-clear insights with real-time CFO optics and AI decision engine
Company intelligence on public companies with every fact cited
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
Not given
Pricing model
Contact for pricing
Freemium
Pricing
Not given
Free: unlimited dossier reads, 3 searches/day without account or 10/day with free account. Pro: $29/month (founding price $19/month for life for first 100 waitlist members), $288/year. Team: $99/month with 3 seats included, extra seats $29/month, $990/year. API: Developer free tier with 500 calls/mo
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
12-section dossier template with financials, leadership, insider activity and risk factors
10-year financial ratios and trends
Insider trading activity and Form 4 filings
Acquisition risk score from SEC filings
Deal signals from 8-K filings
Company comparison tool
PDF export with numbered citations
REST API with JSON endpoints
People directory of 1,429 CEOs and board members
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
Every fact is cited with numbered links to original public sources
Gaps are shown, not guessed - transparency about what could not be verified
Capitalista