Formula Insight
Help Institutional Investors manage, track & query their Excel models
What they do
Institutional investors lack a centralized way to manage Excel-based financial models, track forecast changes, and measure projection accuracy efficiently.
A centralized repository and querying platform for Excel financial models that tracks model changes, quantifies forecast accuracy, and speeds up analysis.
Institutional investors and investment teams that build and maintain Excel financial models.
Founders
Co-Founder and CEO of Formula Insight. Will brings a decade of financial expertise to the role. He spent the past 4 years in public equities investing, most recently managing a healthcare equities portfolio at Citadel. In 2022, Will distinguished himself as a top 5 equity analyst within Citadel's Global Equities division.
Co-Founder and CTO at Formula Insight. Background in building complex engineering systems, specializing in rockets and drones, most recently at SpaceX and Zero Aviation.
Company timeline
- Founded2024
- YC batchSummer 2024
- StatusActive
- Team size2 people
- LocationNew York, NY, USA
