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Profitual and CharliAI are bringing governed AI to your financial data.

Real companies, real results.

See how founders, operators, and accelerator programs use Profitual to transform their financial operations.

$782k

Raised

Medreddie

Real-time

Decisions

Climative

10+

Programs

Accelerator Partners

Medreddie

Case study 01

Medreddie

Early-stage healthcare

$782k Raised

The challenge

Medreddie needed to stand up their finance infrastructure and demonstrate financial clarity to investors, but couldn't afford a full-time finance hire.

The solution

The team used Profitual to build an investor-ready 3-statement forecast fast. The modular building-block approach let non-finance staff produce precise projections and insights.

The results

  • Built an investor-ready 3-statement forecast without finance expertise
  • Demonstrated clear runway and growth projections to investors
  • Raised $782k at a fraction of the cost of hiring an accountant
  • Established ongoing financial infrastructure for future fundraising
Climative

Case study 02

Climative

Climate analytics

Real-time Decisions

The challenge

Climative had reliable accounting systems but lacked the strategic financial perspective needed for in-the-moment decision-making. Leadership wanted context behind the numbers.

The solution

Profitual layered strategic financial intelligence onto their existing accounting stack. Leadership could examine the underlying drivers of performance, not just surface-level figures.

The results

  • Added strategic financial insight on top of existing accounting systems
  • Enabled high-impact, real-time business decisions
  • Gave leadership clarity across the organization
  • Connected operational metrics directly to financial outcomes
Creative Destruction Lab
DMZ
AlphaLab
Dal Innovates
Elevate
Lab2Market

Case study 03

Accelerator Partners

10+ accelerator programs

10+ Programs

The challenge

Accelerators and incubators wanted to deliver hands-on financial forecasting coaching to their cohorts, but conventional FP&A tools were too expensive and too complex for founders still finding product-market fit.

The solution

Profitual's education-first methodology and flexible pricing dropped directly into accelerator curricula, giving founders real financial planning tools well before they could afford them otherwise.

The results

  • Integrated with 10+ accelerator and incubator programs
  • Delivered education-first resources for early-stage founders
  • Flexible pricing accommodates program budgets
  • Standardized financial literacy across cohorts

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