Skip to content
Formula Insight logo

Formula Insight

Formula Insight is a YC Summer 2024 (S24) company. Based in New York, NY, USA. Team of 2.

  • Fintech
  • SaaS
  • B2B
  • Workflow Automation
  • Enterprise Software

About Formula Insight

GPAgent's own fund-neutral profile, written from public information. Updated Oct 5, 2026.

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

How Formula Insight describes itself in Y Combinator's public directory. Original listing (opens in a new tab)

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

Industry
B2B / B2B
Location
New York, NY, USA
Team size
2
Status
Active
Stage
Early

Founders (2)

Score every batch against your own thesis

GPAgent's sourcing agent reads every company in a batch, scores each one against your fund's thesis in a private workspace, and lines up the founders worth meeting before Demo Day. You decide who to contact. Your scores, notes, and pipeline never appear on these pages.

How Accelerator intelligence works