AI for Venture Capital & PE
Interrogate growth narratives, pressure-test assumptions, and validate performance—directly inside Excel.
Drift helps investment teams dig beneath the pitch. Upload financial models and board materials, and Drift surfaces what’s real, what’s stretched, and what’s missing—so you can move from materials to insight in minutes, not hours.
Whether you’re screening a new deal or reviewing a portfolio company, Drift helps you test what’s being claimed against what’s actually modeled—and gives you the confidence to challenge assumptions before they calcify into conviction.
Use it to:
Whether you’re screening a new deal or reviewing a portfolio company, Drift helps you test what’s being claimed against what’s actually modeled—and gives you the confidence to challenge assumptions before they calcify into conviction.
01
Compare the plan
vs. performance by mapping next year's projections to last year's actuals.
02
Validate hiring logic
by reconciling headcount plans in decks with salary and OpEx assumptions in Excel.
03
Spot aggressive
assumptions like unrealistic YOY growth, margin jumps, or under-modeled expenses.
04
Extract KPIs
like burn, cash runway, CAC, or net income—automatically from any model without bothering your portco.
05
Stress test ops
plans by running downside scenarios and measuring sensitivity to topline or margin shifts.
Example Use Cases
Forward Narrative vs. Model
Upload last year's model and next year's board plan. Drift compares actuals to projections, calculating deltas for revenue, margin, OpEx, etc. It highlights aggressive jumps, cost/growth disconnects, and signals where the narrative outruns operational reality.
“Compare projections in the board deck to the model actuals. Focus on revenue, margin, OpEx, and headcount. Calculate YoY changes, flag anything growing >50%.”
Hiring Plan Sanity Check
Upload next year's hiring plan from the board deck and this year's model. Drift extracts projected headcount, then checks whether the model accounts for that growth—through salary, OpEx, headcount, etc. It flags mismatches and helps investors see whether the financial model supports the team’s stated hiring roadmap.
“Extract next year's hiring plan from the board deck and compare it to headcount, salary, or OpEx assumptions in the model. Flag any mismatches or inconsistencies.”
