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RMI Insights

Automating three statement financial modeling and democratizing corporate development for SMBs & the Middle Market about the company
Denver

About RMI Insights

Cloud-based software that allows lenders and investment managers to automate and visualize financial modeling, financial forecasting, and financial scenario planning. The platform ingests company financial statements “as is” (i.e. PDF or CSV files) which are then categorized via machine learning into an Income Statement, Balance Sheet, and Statement of Cashflow. Users can visually manipulate assumptions and forecast business metrics to assist in making critical underwriting and investment decisions.

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Problem statement

Automating three statement financial modeling and democratizing corporate development for SMBs & the Middle Market about the company

Traction information

SaaS platform launch Aug 2020, $40.5K revenue since
Total revenue $832K since inception (consulting & advisory services plus software)
Averaging one new paying SMB customer every two weeks ($1250+/month/user)
Accepted to Plug & Play FinTech accelerator
In due diligence with Morgan Stanley for investment
In discussions with 6 large financial institutions for engagement for proof of concept development for enterprise platform.

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