What it sells
Help Institutional Investors manage, track & query their Excel models
Business model breakdown
Buyer: who owns the budget?
UnverifiedPortfolio managers or heads of research/analytics at hedge funds (inferred).
Workflow: what inputs become what output?
Upload investor Excel models, then query and analyze them alongside SEC filings, estimates and earnings transcripts in the web app.
Distribution: how it reaches customers
Inquiry-led: "Inquire" and "Get Access" forms (Typeform), plus app login; no self-serve checkout seen.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2024 | — | 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.