"It’s excellent at answering the more strategic inquiries that you might get from a CEO or CFO, but it's equally good at helping with the grunt work. I also like the way it allows you to set the persona, and change as needed."
Fractional CFO
Corporate Advisory Firm
"I was parsing through a pretty gnarly model with 20+ tabs and Drift actually picked up issues and insights in under a minute that would have taken me hours to find and get to the bottom of.
Drift is actually a game changer!"
Principal
$1B Venture Capital Firm
"I use Drift to quickly parse through 100+ pages of MD&As and financials, allowing me to quickly zero in on the key highlights and performance drivers of the month. It not only saves me precious time but keeps me better informed throughout the close process"
Associate
$4B Private Equity Firm
"I had downloaded a 10 tab model from a company we are diligencing from Google sheets to XLS which is where I wanted to run my analysis. Something broke because sheets did not carry over properly to XLS, and used Drift to isolate the error, fixing it with a prompt from Drift so that I could work in Excel."
Vice President
$2B Venture Capital Firm
"I was trying to understand an extremely messy cap table in Excel, for a company that had a series of hanging SAFEs. Drift enabled me to understand the Excel, compare it with the underlying SAFE notes, and ultimately make sense of the company's pro forma."
Principal
$750MM Venture Capital Firm
Models aren't broken...
But the way they're used is.
Lack Context
They miss strategic and market-related insights that give analysis depth, perspective, and real decisions-making power.
Work is Isolated
Models often stay locked with their creator, limiting collaboration and leaving others without access to the core business truths.
Overly Complex
Massive, multi-tab spreadsheets take more time to interpret than leaders or teams can realistically invest.
Evolving Truths
As analyses are reduced and reframed, leaders are left with an incomplete picture and no easy way to dig deeper without wasting valuable time.
01
Added Context
Surround spreadsheets with documents, PDFs, PowerPoints, web data, and third-party sources to create a more complete and informed analysis.
02
Role-Aware
Adapt analysis to personas—analysts, managers, and executives each see unique, role-specific insights tailored to their priorities.
03
Persistent History
Retain continuity with named threads, revisiting them over time with new data for consistent KPIs and repeatable insights that build organizational memory.
04
Interactive Insights
Move beyond static numbers into validations, scenarios, and comparisons that can be queried anytime, by anyone, keeping analysis dynamic and relevant.
05
Write to Excel
Write analytical outputs and new sheets directly back into Excel, so work stays where it happens and insights become immediately actionable.
06
Shared Analysis
Foster collaboration and alignment by ensuring everyone works from the same truths, with insights that stay intact across teams.
What Drift Delivers
Spreadsheets are the starting point, but too often they sit isolated, hard to use, or misunderstood. Drift changes that with six core capabilities that enrich models with context, make them queriable and role-aware, and ensure insights flow intact across teams. These capabilities turn the model into a reliable source of truth—powering clearer, faster, and more aligned decisions across the org.
SOC2 Compliant
Drift is built with enterprise security in mind and follows the controls defined by SOC 2. We are on track to complete our SOC 2 audit, and customers can request details on our compliance roadmap.
No Training
Your files and analysis stay yours. Drift does not use customer data for model training or sharing across tenants. Uploaded documents and outputs are never exposed beyond your account.
E2E Encryption
All customer data is encrypted in transit (TLS 1.2/1.3) and at rest (AES-256). Drift leverages Microsoft authentication and cloud security infrastructure to ensure that data remains protected throughout its lifecycle.
Enterprise-Grade Security
Secure Data
We maintain strict data retention and deletion policies, publish our subprocessors, and follow best practices for monitoring, vulnerability management, and incident response. Customers always have control to delete files and outputs at any time.