triangl.ai
Board-ready cash & runway — every number sourced.
triangl.ai reads the systems you already run, then writes the memo
you’d forward under your own name: the verdict, the figure, and the
row it came from.
Start a free 5-day demo
— fractional CFOs, PE principals, and portfolio teams. $0 · no deposit.
Portfolio Review is a side door — not the continuation.
Who this is for
You answer for capital across many entities. Twelve workbooks is not a system.
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PE / private credit — the principal.
Ten portcos. Ten stories. One LP call. With triangl.ai: one rollup.
Drill into any entity. Every figure traces to the row.
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Fractional — the CFO for hire.
Six clients. Six stacks. Monday still means assembling the pack by hand.
With triangl.ai: the memo is written. You review it, forward it, and bill for judgment.
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Portfolio — the portfolio CFO.
The board wants a number and a reason — not a slide that can’t survive a question.
With triangl.ai: forecasts ship with holdout accuracy. A miss shows a warning, not a smooth line.
The paper is the product
Gold means truth — open it. See · deep-dive · forecast · model · defend.
If it can’t do those, it isn’t a triangl.ai report.
Cash & Runway — Northwind Robotics (sample)
Verdict: Northwind has $4.62M in cash and is
burning just over $610K a month, leaving
7.6 months of runway — past the target close in Q1.
Soft spot: DSO has crept to 52 days, holding $1.9M already earned.
- Cash on hand: $4.62M — Mercury + SVB feeds
- Net burn / mo: $611K — QuickBooks P&L, 3-mo trailing
- Runway: 7.6 mo — to Feb 2027
- Forecast holdout MAPE 4.1% · target met
Lineage on every figure — click through to the source row. Freeze to PDF
and forward under your own name.
Silent numbers are a bug
Three rules. Break one and the report doesn’t ship.
- Sources — every figure opens to the row it came from. No orphan numbers.
- Reasoning — inputs and the transform stay on the page. Never “the model said so.”
- Accuracy — forecasts carry holdout MAPE. A miss shows a warning — not a smooth lie.
Works against the stack you already have: QuickBooks, Stripe, NetSuite,
banks, Sheets, analytics, CRM, and more. SOC 2 Type II — In Progress —
Trust Center.
Free 5-day demo first. Keep it running — or switch it off.
Deposit applies to your first month. Small roster on purpose. Portfolio Review is a side door — not the continuation.
- 5-day unpaid demo — $0. Gate of three · calendar, not a deposit.
- Operator — $400 / entity / month (minimum 3 entities). Includes generous monthly usage. Example: 12 × $400.
- Portfolio Review — $2,500 one-time. Side door · up to 3 entities · deposit credited.
- Fund / Platform — custom. Unlimited entities, white-labeled reports, dedicated SLAs.
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