Build once, ship for every client.
Startup Suite is an AI planning workspace for fractional CFOs, accelerators, and agencies, run financial models for many clients from one place, spot portfolio risk early, and ship branded, client-ready plans and packs.
This page is forfractional CFOs, accelerators, and agencies running models for many clients.
One workspace, every client
Reusable models, portfolio oversight, and branded outputs, without rebuilding from scratch each time.
Run a sample advisor planning workspace
Review several client plans at once, portfolio health, runway risk, and review status, and produce client-ready and board-ready outputs.
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.
Questions partners ask
Who is Startup Suite for advisors?+
Fractional CFOs, accelerators, and agencies who build and maintain financial models for many clients and want to do it from one workspace.
Can I manage multiple clients?+
Yes, each client gets their own workspace, and you get portfolio oversight across all of them.
Can outputs be branded for my firm?+
Yes, client-ready plans, models, and packs can carry your branding.
Become a launch partner
Join the partner waitlist and help shape Startup Suite for advisors, accelerators, and agencies.
From idea to investor-ready · built for founders, not finance teams