For growth-stage teams.
Plan across the whole org.
Multi-team planning, departmental rollups and forecast ownership: one planning model each team updates, for when finance can no longer run through one person.
“Which teams drove the Q3 variance, and who owns each number?”
A sales hiring lag offsets marketing and G&A overspend.
- SalesFour account executive hires slipped into Q4.$2.9M-9.4%Owner: Priya
- MarketingPaid events ran over plan; pipeline up 12%.$1.8M+8.4%Owner: Tomas
- EngineeringOn plan. Contractor spend moved to headcount.$3.1M+0.6%Owner: Lena
- G&AAudit fees billed in Q3, planned for Q4.$0.9M+5.3%Owner: Sam
When finance can't live in one person's head
One person holds the model
Every number runs through one person, and the whole company waits on their spreadsheet.
Every team plans in a silo
Marketing, sales, and ops each keep their own version, and none of them reconcile.
Quarterly planning eats weeks
By the time the rollup is done, the quarter it was planning for has already changed.
Explore a sample growth-stage workspace
See multi-team planning on a fixed quarterly schedule, with departmental ownership and board packs from one model.
Switch between faster hiring and holding burn to see ARR and runway move.
- Assumptions
- Model
- Scenarios
- Mentor Review
- Outputs
AI mentorOn plan: efficient growth, with each team owning its slice of the model.
Planning week, with every team already in the model
Each team updates its own lines, and the rollup stays current.
It's planning week, and instead of chasing six spreadsheets you find every team head has updated their own lines. The rollup is designed to update as they go, and Variance AI is built to draft the variance commentary, so you edit the board pack instead of building it.
- Each function owns its slice of a rollup designed to update itself
- Plan, reforecast and close on a set schedule
- Board packs from the same model
Planning calls for a growing company
The questions every team head and the CFO need settled each quarter.
Planning across every team, rolled up in one place
Departmental views
Built so each team edits only its own lines, and the company total updates as they do.
Quarterly cadence
Every team works to the same quarterly calendar, from first plan to close.
Named owners
Each assumption is designed to show who set it and when it last changed.
Board packs from the same model
Operating reviews and investor updates drawn from the numbers each team keeps current.
From your org chart to a closed quarter
- Step 1
Map the org
Mirror your team structure into the planning model.
- Step 2
Delegate ownership
Each manager owns their slice with the right permissions.
- Step 3
Run the cadence
Quarterly planning on a set schedule, with shared templates for every team.
- Step 4
Close the loop
Variance AI drafts the quarter's variance commentary for the board.
Questions growth-stage teams ask
How does multi-team ownership work without chaos?
Each manager owns their own inputs. You keep control of the structure, and the rollup is designed to happen automatically.
What size company is this for?
It's built for companies that have outgrown one person's spreadsheet and now have several teams owning parts of the plan.
Will it produce board-ready outputs?
That's what it's built for: operating reviews, board packs and investor updates drawn from the same model.
Other stages and roles
See all solutionsPlan the next quarter with every team in one model
Map your teams into one model, give each head their own lines, and see the company rollup on your own numbers.