
Formula Insight
Formula Insight is a YC Summer 2024 (S24) company. Based in New York, NY, USA. Team of 2.
About Formula Insight
Summary
Formula Insight builds a central repository for institutional investors to store, version, and query their Excel-based financial models. It replaces manual spreadsheet tracking by letting analysts compare forecast changes over time, measure projection accuracy, and pull insights from models alongside SEC filings and earnings transcripts. The target customer is the hedge fund or institutional investment team that runs its research process through proprietary Excel models.
Business model
Paid access plans, with a pricing tier structure available on the website.
Go-to-market
Institutional investors and hedge fund analysts are the buyers; access starts through a direct inquiry or sign-up flow on the website.
From the Y Combinator listing
Help Institutional Investors manage, track & query their Excel models
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions.
Facts
- B2B / B2B
- New York, NY, USA
- 2
- Active
- Early
Founders (2)
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