Insights from top investors on what really matters

Win your next board meeting

After hearing directly from investors at BlackRock and TPG, one thing is clear: Board confidence comes from clarity, consistency, and control.

With ScaleXP, you can automate your board pack, from MRR to CAC to churn, and shift your time from spreadsheet prep to strategic insight.

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Dashboard showing various SaaS metrics including MRR, ARR, CAC Payback, and LTV on a laptop screen.

What Investors Say Matters Most

  • Simplicity with depth – “Take complex data and make it simple — but back it with accessible detail.”
  • Proactive insight – “The best CFOs see around corners. They connect today’s KPIs to tomorrow’s growth.”
  • Know your unknowns – “Be transparent about risks and gaps. That builds trust faster than perfection.”

These are the expectations at Series A–C. ScaleXP helps you exceed them.

User interface of the ScaleXP dashboard displaying various financial reports and charts.
Image of ScaleXP financial consolidation software charts and reports

Create beautiful board presentations in 30 minutes.

ScaleXP works alongside your existing accounting and CRM systems, ensuring you have all the relevant data at your fingertips.

  • Suggested templates pre-build with your brand colours, and graphs can be added in 2 clicks.
  • AI dashboards allow you to request - and receive - graphs and dashboards tailored to your company in minutes.
  • Easily share any presentations, and impress the CEO and board.

Ease the reporting burden

Collecting data and tracking metrics is a tedious, time-consuming task that can lead to feeling more like a historian than a CFO.

ScaleXP eases the reporting burden on finance teams with smart reports which can:

  • Track the company’s performance across multiple budgets and forecasts with ease.
  • Create visually stunning charts and graphs in just a few clicks with the drag & drop builder.
  • Share dashboards with the board, by department or user.
Image of ScaleXP financial consolidation P&L and balance sheets

Create confidence in your data - easily

Create a single source of truth for your company. Impress the CEO and investors with detailed and transparent calculations & ensure all teams can used the same numbers.

  • Move to real-time data with integrated data sets.
  • Share online reports & dashboards by department or person.​

What our customers say

ScaleXP is great at calculating MRR by click of a button compared to manual excel system which was very time consuming...
Arttu - Finance Director - Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom - CEO - Xero App Store Review
ScaleXP has given us hugely improved visibility on what is happening in the business and saves hours every month on reporting.
Jack - Commercial Analyst - Xero App Store Review
ScaleXP is great at calculating MRR by click of a button compared to manual excel system which was very time consuming...
Arttu Ollila - Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom Prince - Xero App Store Review
ScaleXP has given us hugely improved visibility on what is happening in the business and saves hours every month on reporting.
Jack Hooper - Xero App Store Review