Financial intelligence
Assess
See the business behind the numbers.
Assess turns assumptions, forecasts, margins, runway, valuation, and performance data into a financial picture you can understand, explain, and improve.
Financial picture
Know what has to be true.
Assess is built for founders and operators who need to understand how the model behaves. It shows the assumptions underneath the plan, the economics behind growth, and the financial questions investors and lenders will ask.
What is every customer worth?
How long is the runway?
Which assumptions move the model?
What changes valuation?
Unit economics
Model unit economics and customer lifetime value.
Assess starts where every durable business model starts: the unit. Customer acquisition cost, lifetime value, payback period, gross margin, contribution margin, pricing, and break-even all become visible.
Customer economics
CAC, LTV, payback period, retention, and the ratio that determines whether growth creates value.
Product economics
Gross margin, contribution margin, pricing, cost structure, and break-even behavior.
Growth behavior
Revenue ramps, hiring plans, expense timing, and the cash requirements behind every scenario.
Forecasting
Dynamic financial projections and scenario analysis.
Build monthly plans, revenue projections, expense models, hiring assumptions, capital needs, and scenario comparisons. See how choices affect runway, profitability, and growth.
Model layers
Auditable financial models with transparent logic.
Assess connects financial drivers, sensitivity analysis, and growth projections directly to your operating plan, ensuring every forecast is formula-backed and auditable.
Valuation
Valuation models backed by explicit drivers.
Valuation is most useful when it reveals sensitivity. Assess helps show what drives value: growth, margin, retention, capital intensity, market multiples, and risk.
A more defensible financial story.
Use valuation work to understand what changes enterprise value, what creates risk, and what investors will question.
Sync accounting actuals with forward forecasts.
QuickBooks and spreadsheet integrations help teams compare plan against actuals, reduce manual import work, and keep analysis close to operating reality.