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Visual insights, benchmark comparisons, and executive summaries your board can understand at a glance.
What we need: P&L (12 months), Balance Sheet (current), CSV/Excel exports or RPA access
Data security: AES-256 at rest, TLS 1.3 in transit, MFA-enabled portal | Retention: Engagement + 90 days; full deletion on request
Our AI-powered data mapping engine ingests CSV, Excel, PDF, or QuickBooks exports and automatically maps fields to our universal schema—no templates required.
Drop CSV, Excel, PDF, or accounting exports. No formatting required.
RLP (Relational Logic Parser) intelligently maps columns to our universal schema.
Review mapped data, approve inclusion, and flag any anomalies before analysis runs.
Before generating the report, we present all mapped data for your review. You control what gets included, ensuring full transparency and oversight. This validation step contributes to your Data Confidence Score.
Investment recommendation with key strengths and critical risks
Overall Health Score = weighted composite of Liquidity (40%), Profitability (30%), Efficiency (15%), Growth (10%), Stability (5%) | Risk Mitigation Index = addressability and timeline of identified risks | Data Confidence = completeness and validation quality of submitted financials
Methodology: weighted composite + confidence scoring (see appendix)
Revenue up 33% YoY with EBITDA margins expanding from 10% to 19%
98% net dollar retention — customers stay and expand
Under 12 months vs. industry standard of 18-24 months
Top 5 customers = 28% of revenue ($12.6M ARR). Losing any single top-3 customer would trigger a material adverse event and covenant breach.
6 months cash ($4.2M) at current burn rate ($700K/mo). Growth investments consuming working capital 18% faster than plan.
Benchmarked across 5 dimensions: Liquidity, Profitability, Efficiency, Growth, Stability
Specific initiatives with estimated impact and implementation timeline
Implement 3-tier pricing model to capture more value from high-usage customers
Reduce team size from 15 to 12 reps while increasing quota per rep
Acquire competitive product with 200 customers, consolidate and upsell to combined base
Phased action plan to secure value and build momentum
Enterprise-grade security built for institutional buyers
Report delivered within 48 business hours of data receipt. 30-minute walkthrough within 72 hours of delivery.
Sample report delivered in 48 hours
AI-assisted analysis + human validation
Grant secure RPA (Robotic Process Automation) access to pull data directly from your accounting system. Faster, more comprehensive data collection.
Review the details before requesting: