scenario-planning
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The $3.7 Billion Bet on Giving Big Business a Better Memory
o9 Solutions wants to replace the monthly spreadsheet séance with a living model of the enterprise. Its wager: the company that remembers why a plan failed can make the next decision faster - and waste less along the way.
Condor Software
Condor Software is a San Diego-based company that builds a Financial Intelligence Platform purpose-built for biopharma R&D. It unifies clinical, operational, and financial data - from CTMS, EDC, ERP, and vendor systems - into a single source of truth, using AI to automate clinical trial accruals, forecasting, budgeting, scenario planning, and vendor reconciliation. Founded in 2020 by Jennifer Kyle, Condor replaces the spreadsheets that still run most clinical-trial finance, and reports customers reaching 90%+ forecast accuracy and 70% faster month-end close. It counts Acadia, Alumis, BridgeBio, and Madrigal among its customers and raised a $24M Series A led by Insight Partners in March 2026.
Dragonboat
Dragonboat is a product portfolio management platform that helps product leaders and their teams connect strategy to execution - linking OKRs and investments to roadmaps, delivery, and outcomes. Founded in 2018 by Becky Flint and based in Santa Clara, California, it now positions itself as a 'Product Portfolio OS for agentic enterprises,' pairing a semantic data layer across tools like Jira, Salesforce, and Zendesk with AI agents and apps for strategy, intake, roadmapping, planning, and delivery. The company raised a $12M Series A led by Insight Partners in December 2021 and is used by thousands of product teams worldwide.
Drivetrain
Drivetrain is an AI-native financial planning and analysis (FP&A) platform that helps CFOs and finance teams at mid-market and enterprise companies plan, forecast, and report with a spreadsheet-like interface. Founded in 2021 by former Google and Elevation Capital operators, it connects to 800+ business systems (ERP, CRM, HRIS, billing, data warehouses) and uses its Drive AI suite - model generation, an AI analyst, anomaly detection, and natural-language data transforms - to turn raw data into live financial models. In 2025 it shipped the first Model Context Protocol (MCP) server for finance, letting teams query permission-controlled financial data through assistants like Claude and ChatGPT.
Abacum
Abacum is an AI-native financial planning and analysis (FP&A) platform built for the office of the CFO. Founded in 2020 by former finance operators Julio Martinez and Jorge Lluch, it pulls financial and operational data into one place so finance teams can forecast revenue, model scenarios, plan headcount, automate reports, and trade spreadsheet drudgery for strategic decision-making. Backed by Scale Venture Partners, Atomico, Y Combinator and others, Abacum has raised over $90M and serves hundreds of mid-market companies across 31 countries, including Strava, Aiven, JG Wentworth and Mastercam.