Venture Deal Modeling Reimagined
Preferred Insights automates VC deal modeling and helps you save 90% time. Try it yourself and build a fully functioning VC waterfall model in 5 minutes.
Powering North America’s Top VC Firms and Startups
Preferred Insights in numbers
Leading VCs use Preferred Insights to structure deals and monitor their portfolio company waterfalls.
VC Deals
Hours Saved
AUM Tracked and Monitored
SaaS Efficiency, Excel Flexibility
Features include Advanced Waterfall Modeling, AI Cap Table Import, and Dynamic Excel Export. Preferred Insights integrates seamlessly with your existing tools and workflow — no manual data entry, no wasted time on boilerplate Excel formulas, just faster insights.
Fast
5 minutes, from cap table import to waterfall model export.
Powerful
95% of all VC deals are natively supported on cloud portal.
Flexible
100% of all VC deals are supported in Dynamic Excel Export.
Auditable
100% auditable, 0% hard-coded. All models are fully auditable.
How It Works
From cap table to waterfall model in three steps.
