What it sells
Financial research platform for investment firms
Business model breakdown
Buyer: who owns the budget?
UnverifiedIndividual analysts (self-serve) and finance team heads (Enterprise).
Workflow: what inputs become what output?
Upload or connect documents, ask multi-document questions, get cited answers, generate charts, extract P&L to Excel.
Distribution: how it reaches customers
Self-serve signup plus book-a-demo for Enterprise; MCP in Claude/Excel.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2025 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.