Features by product.
Three products, three deep dives. Pick the one you're evaluating.
Financial Due Diligence
Every accounting integration, every flag, every workbook tab.
Eight provider integrations (QBO, Xero, NetSuite, QBD, Sage 50/Business Cloud/Intacct, generic Excel). 40-tab Excel deliverable with auto-detected EBITDA add-backs, NWC analysis, aging schedules, and multi-entity consolidation.
Explore featuresFractional CFO
Monthly cadence, deliverables, and the capabilities behind the engagement.
13-week rolling cash forecast, profitability analysis, pricing and unit economics, tax optimization, fundraising support, M&A and valuation work, and controls. All on a monthly rhythm.
Explore featuresInvestor Relations
Workflow automation, narrative tooling, and the integrations underneath.
Investor composition tracking, peer benchmarking, transcript analysis, sentiment scoring, AI-generated narrative drafts, and a CRM tuned to how analysts evaluate your company.
Explore features