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.
Book a review
— fractional CFOs, PE principals, and portfolio teams.
First call: a real report on your numbers, or you don’t pay the balance.
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 I in progress —
trust.triangl.ai.
Deposit to start. Small roster on purpose.
Deposit credits to your first month. We take fewer seats so the report is ready before you ask.
- Portfolio Review — $2,500 fixed. Up to 3 entities. Cash & Runway + one showcase report.
- Portfolio Operator — $4,800 / mo. Up to 12 entities. Cadence reports, forecasts with holdout accuracy.
- Fund / Platform — custom. Unlimited entities, white-labeled reports, dedicated SLAs.
Book a portfolio review
Built for fractional CFOs and the principals who hire them.
Hold a slot
— same flow as the interactive site.
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