M&A and advisory firms
Several files running at once, each with its own deadline. A fixed structure means a colleague can pick up a file without a handover session, and the analysis of six months ago still reads the same way today.
For advisors and investors
The internal finance team has a tool for everything. The external analyst has Excel.
The professional working inside a company has everything: a reporting platform, consolidation software, a CFO dashboard, planning and budgeting. It is all set up, all connected, and it all carries history.
The analyst who walks into a deal from the outside has none of that. No context, no relationship with the bookkeeper, and a deadline. What arrives is an export. What the work happens in is a spreadsheet.
- A separate environment per client, no shared workspace
- Direct connections to Exact Online, Yuki and Billtobox
- Belgian MAR mapping, so files stay comparable across sectors
- Output to Power BI and Excel, no new reporting tool to learn
- One-off fee per file, six months of access
That gap is where Insitely sits. Not another reporting platform for a finance department, but the tool the external analyst never had.
Who this is built for
Financial strategic partners
The advisor who sits next to an owner for years, not just during a deal. The same environment that carries a transaction also carries the reporting that follows it, so the relationship does not restart at every milestone.
Investors and family offices
Screening more targets than you will ever acquire. The same preparation that supports a full due diligence also works as a fast first read, which keeps the cost of saying no low.
What we do not do
We do not write the due diligence report and we do not take a position on the price. That is your work, and it depends on judgement that no tool should be making.
We also do not run an implementation project. There is no multi-week onboarding and no consultancy trajectory attached to a file.
What you actually get
A structured dataset per target company, mapped to the Belgian MAR, with the EBITDA bridge, net debt, working capital, cashflow and ageing already calculated.
Delivered as a Power BI model and as Excel, so it slots into the report template you already use for your clients.
Want to try it on one file first? Start a two-week trial. We get in touch before it runs out. Nothing is charged automatically.
Start your trialLooking for crystal-clear financial insights?
Let Insitely transform your questions into strategy!