- B2B
- Early StageStartup in initial stages
RMI Insights careers
RMI Insights is cloud-based software that allows lenders and investment managers to automate and visualize financial modeling, financial forecasting, and financial scenario planning using technology that their private clients already have. Simply automate these workflows by uploading a private company's financial statements "as is" as PDF or CSV files. Our machine learning algorithms ingest this financial data "as is" and categorize this information into an Income Statement, Balance Sheet and Statement of Cashflow that lenders and asset managers can easily visually manipulate. Users can replace Excel 3-statement financial models and simply forecast the business visually to see corresponding metrics that are critical to making underwriting and investment decisions. Once complete, the entire pro forma financial statements are downloadable as reports and even as an Excel workbook of the 3-statement financial model. Our vision is to automate and visualize financial modeling.
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Varun Balan
Co-Founder & CEO of RMI Insights; UPenn BS & BA; Former Investment Banker @ J.P. Morgan
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