An .xlsx financial model and a business plan document - in any form: Word, PDF, or plain text. That’s it. The system reads both and derives your investor workspace from them. No configuration, no templates.
Can I change plans?
Yes. You can upgrade at any time and the difference is prorated. Downgrades take effect at the end of your current billing period.
What does an investor see when I share a session?
They get a live, explorable workspace where they can adjust assumptions and see how the model responds. When a scenario pushes outside what your model and plan actually support, they get a plain-English explanation and a path back. You don’t need to be present.
Is my model data secure?
Your model is processed to derive your investor workspace and then stored securely. Investors only see what you publish - they cannot access your underlying spreadsheet or business plan documents.
Start today
The first model your investors can actually explore is yours
Upload your model and have a session ready to share in minutes.