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
Open Positions
1 job at Formula Insight
Senior Lifecycle & CRM Manager (Email Marketing)
RemoteMarketingEurope6d ago
Remote