Everstell provides a cloud-based platform that streamlines complex cost allocation and profitability models for asset management CFOs, enabling fast and accurate financial reporting and forecasting. By integrating with existing financial systems, it enhances data transparency and accountability, allowing for informed strategic decision-making.
Funding
Funding not disclosed
Founders
Product
Problem
Asset management CFOs often struggle with complex cost allocation and profitability modeling, leading to inaccuracies and delays in financial reporting and forecasting. Traditional methods lack the transparency and flexibility needed to handle multi-dimensional profitability analysis across funds, strategies, and investors. This makes it difficult to gain actionable insights for strategic decision-making.
Solution
Everstell offers a cloud-based SaaS platform designed to streamline cost allocation and enhance profitability analysis for asset management firms. The platform integrates with existing financial systems to provide a comprehensive solution for multi-dimensional profitability modeling. It enables customizable cost attribution across various dimensions, such as fund, strategy, product, and investor, aligning with the firm's unique operating model. Everstell equips executives and CFOs with interactive dashboards and visualizations, facilitating root cause analysis and supporting executive and business line reporting.
Target Audience
The primary target audience includes CFOs, executives, and financial analysts within asset management firms who require robust cost allocation and profitability modeling capabilities.
Features
- Multi-dimensional profitability analysis by fund, strategy, product, and investor
- Customizable cost pools, activities, and drivers to align with specific operating models
- Interactive dashboards and visualizations for real-time performance monitoring
- Drill-down capabilities for in-depth root cause analysis
- Integration with existing financial and accounting systems
- Cloud-based SaaS architecture for accessibility and scalability
- Role-based access control for enhanced data security