Tracelight
An AI-powered platform for consulting and finance teams to collaborate and automate workflows.
Recommended for
- Pre-Seed
- Seed
- Series A
- Scaleup
- Late-Stage
SSIE
Stage Fit Recommendations
Following data shows why Tracelight is recommended for listed teams. The Fit Score represents the percentage fit of Tracelight to each company stages, as calculated by the SSIE.
Stage
Fit Score
Fit Reasons
Pre-Seed
$0–$10k MRR
73- Connect SharePoint, Teams, Outlook and CapIQ
- Dedicated project spaces isolate deal context and files
- TLS 1.2+ encryption in transit
- Free Starter plan covers about 2 users at no cost
Seed
$10k–$100k MRR
78- Agents create spreadsheets, decks and reports end-to-end
- Enforce MFA through identity provider
- Configure retention and delete data on demand
- Free Starter plan covers about 3 users at no cost
Series A
$100k–$500k MRR
90- Regular third-party penetration tests
- AI agents manage consulting and finance project workflows
- Admin Hub centralizes control and billing
- Free Starter plan to start; paid plans from $40/mo per user
Scaleup
$500k–$2M+ MRR
91- SOC 2 Type II independently audited controls
- Enterprise tier supports unlimited platform usage
- Enterprise plan, priced through sales
Late-Stage
$2M+ MRR
92- SAML 2.0 and OIDC single sign-on
- Choose EU, US, or Australia data residency
- Enterprise plan, priced through sales
Description
Tracelight is an end-to-end platform designed for consulting and finance teams to collaborate with AI. It supports commercial due diligence, financial due diligence, mergers and acquisitions, valuations modeling, and private equity. The platform integrates with data sources like SharePoint, Teams, and Outlook, and offers tools for databook building, operating model building, and comps screening. Tracelight prioritizes security with encryption in transit and at rest, custom data residency, and single sign-on integration. It also ensures data privacy by not using customer data to train models and undergoes regular security audits.
Pricing
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