Partners · Advisors & agencies
Reuse your best model across every client.
Startup Suite is an AI planning workspace for people who build models for many clients. Run every client from one place, spot runway risk early, and export plans and packs under your own brand.
Useful if you keep forecasts current for a cohort or a client list.
What you get
One workspace, every client
Set up a model once, then reuse it for each new client.
Run a sample advisor planning workspace
Review several client plans at once, with portfolio health, runway risk and review status side by side, with client-ready and board-ready outputs it is built to export.
One workspace across every client, portfolio health, runway flags, and reusable templates that turn into branded, client-ready outputs.
- Client inputs
- Portfolio
- Scenarios
- Mentor Review
- Outputs
AI mentorPortfolio is mostly healthy, two clients flagged for short runway need a review this cycle.
Good to know
Questions partners ask
Who is this for?
Anyone who keeps financial models current for several businesses at once, whether as a fractional CFO, an accelerator or an agency.
Can I manage multiple clients?
It's built for that. Each client is designed to have their own workspace, with runway and plan status shown across all of them.
Can outputs be branded for my firm?
It's designed to. Plans, models and investor packs are built to carry your firm's branding.
Become a launch partner
Join the partner waitlist and tell us what your client work needs before launch.