envest
Corporate Finance

Strategic intelligence for corporate finance teams.

Envest helps corporate finance teams automate financial modeling, track competitors, and prepare board-ready materials with institutional-grade AI.

Strategic planning powered by real-time intelligence.

Corporate finance teams need accurate, timely data for financial modeling, competitor analysis, and board preparation. Envest automates data gathering and analysis — pulling from internal and external sources — so teams can focus on strategy rather than spreadsheets.

80%reduction in data gathering time
Key capabilities

Financial Modeling

Automate data gathering for financial models. Pull historicals, market data, and assumptions from any source into your models.

Competitor Tracking

Continuous monitoring of competitors — financial performance, strategic moves, earnings calls. AI-powered summaries and alerts.

Board Preparation

Compile market updates, financial analysis, and strategic materials into board-ready packages automatically.

Strategic Analysis

M&A target screening, market entry analysis, and scenario planning with AI-powered research and data synthesis.

Strategic planning workflow
01

Gather

Auto-pull financials and market data

02

Model

AI-assisted financial modeling

03

Analyze

Competitor tracking and scenario planning

04

Present

Generate board-ready materials

Traditional vs. AI-powered corporate finance
Feature
Envest
Traditional approach
Data gathering
Automated from all sources
Manual collection from multiple systems
Financial modeling
AI-assisted with auto-populated data
Manual entry and verification
Competitor analysis
Continuous AI-powered monitoring
Periodic manual research
Board materials
Auto-generated from live data
Manual compilation before each meeting
10xfaster research cycles

Envest reduced our earnings analysis time from 8 hours to 45 minutes. Our analysts spend more time on judgment and less on data gathering.

Head of Equity Research

Global Investment Bank

80%time reduction in reporting

We automated 80% of our monthly reporting process. Board materials that took three days now take half a day.

CFO

Fortune 500 Financial Services

SOC 2 Type IIISO 27001GDPR CompliantEnterprise Ready

See how Envest supports your strategic planning.