Sreen Raghavan · Dec 2024
A supportive post referencing the launch and positioning the product as useful for serious equity analysts.
Help Institutional Investors manage, track & query their Excel models
Company research
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
Overview
Formula Insight is a YC-backed B2B SaaS / investment-tech startup that helps institutional investors manage, query, and analyze complex Excel financial models alongside SEC filings, estimates, and earnings transcripts.
Primary product
An equity research platform for institutional investors that centralizes and searches financial models and related research documents.
Founded
2024
Headquarters
New York City, New York, United States
Team size
1-10
Industry
Software Development
Sub-industry
Investment Tech
Offices
New York City, New York, United States
Business model
B2B SaaS
data platform
API
Funding
Stage
Pre-Seed
Total raised
$500K
Latest round
Pre-Seed · Sep 2024
Latest amount
$500K
Sep 2024 · Y Combinator
People & investors
Work & culture
Lean, founder-led YC startup with a finance-and-engineering mix; public materials emphasize speed, accuracy, security, and workflow automation for investment research.
Compensation
No public salary bands, compensation ranges, or hiring comp details were found.
Product & market
Pricing
Public pricing is not clearly disclosed; third-party sources suggest subscription software with at least one public starting price point.
Differentiators
- —Plain-English search across complex Excel models
- —Source-linked answers tied back to filings, transcripts, and model cells
- —Secure environment for sensitive financial data
- —Central repository for financial models and forecast tracking
- —FactSet integration
Technology
Next.js
Postgres
Stripe
shadcn/ui
FastAPI
FactSet integration
Excel labeling / structured data API
Customers
institutional investors
hedge funds
equity research teams
investment professionals
Competitors
AlphaSense
PitchBook
Visible Alpha
Investment Metrics
Canoe Intelligence
Coin Metrics
Moneytree
Scale & contact
Estimated monthly visits
464
Latest news
American Bazaar · Dec 2024
A news article covering the launch, describing the platform’s search across Excel models, SEC filings, transcripts, and consensus estimates.
Y Combinator · Dec 2024
YC announced Formula Insight’s new equity research platform, integrated with FactSet data and aimed at institutional equity research workflows.
Y Combinator · Jul 2024
YC’s launch post described Formula Insight as making complex spreadsheets searchable in plain English and storing each cell in a central repository for hedge fund research.
Stefan Raghavan · Jul 2024
Stefan described the product as an API that turns raw Excel files into structured, labeled data with semantic context for every cell.
Jobs and careers at Formula Insight
1 job at Formula Insight
UA Manager (Meta)
Remote
Marketing
Europe; Netherlands, Netherlands
1d ago
Remote
Full-time