An AI financial analyst for PE-backed businesses and CFO teams. Drop in your numbers and get analyst-quality insights — narrative analysis, risk flags, and recommendations — in seconds.
Enter revenue, margins, burn rate, and runway. Get a plain-English narrative on financial health, with specific risk flags and concrete recommendations.
Open Analyze →Ask anything — "Should we raise now or wait?", "What's a healthy burn multiple for Series B?", "How do we improve our Rule of 40?". Supports back-and-forth follow-ups.
Open Ask →Side-by-side analysis of two portfolio companies. See who wins on growth, profitability, burn efficiency, and financial health — with an overall verdict.
Open Compare →Fill in the form fields — revenue, margins, runway, headcount. Nothing is required beyond company name and revenue; the more you add, the richer the analysis.
fund-lens fetches current interest rates, VIX, S&P 500 performance, and public SaaS valuation multiples from Yahoo Finance, then combines them with your metrics into a structured prompt. Claude receives both your company data and today's market context.
The response is parsed into clearly labelled sections — narrative analysis, key insights, risk flags, and recommendations — so it's ready to act on, not just read.
The Ask tab keeps a running conversation history. Each follow-up is sent with the full prior context, so Claude remembers what was already discussed — just like talking to a human advisor.
Use Focus Areas to direct the AI — checking "Fundraising Readiness" gives very different output than "Burn Efficiency".
Fill in the Context fields (ARR, stage, industry) before asking. Grounded context produces specific answers, not generic advice.
You don't need identical fields for both companies. Claude handles missing data gracefully and notes where gaps limit the comparison.
Use the Fill Example button on any tab to see a realistic sample and understand what the output looks like before entering your own data.