Track Record
Too much data, too little clarity: KPIs spread across systems, hard to explain your story.
Meetings that drain time: prepping slides and data instead of driving growth.
Investors, Boards and Team Members need confidence, not broken spreadsheets: you need solutions that build trust.
"We turn your data chaos into investor-grade intelligence."
Our Philosophy
Lendity Intelligence transforms disconnected tools, scattered data, and ad-hoc reporting into a single source of financial truth that supports real strategic decisions.
What We Deliver
Your numbers are scattered. Your tools don't talk. Reporting never lines up. We step in, clean it up, and build the structure your business needs to make decisions fast.
We call it Lendity Intelligence: a monthly rhythm where your numbers make sense, your insights stay fresh, and your decisions become faster.
Each month, we deliver a complete intelligence cycle transforming your raw data into investor-grade insights that guide decisions, investments, and growth. You get the same level of structure trusted by our debt and equity partners, designed to keep your company board-ready at all times.
Snapshot
We prepare and visualize your key metrics (ARR, NRR, Burn Multiple, CAC Payback, and Runway) plus customized metrics.
Your executive pulse in under 60 seconds.
CFO Memo
A concise written narrative summarizing what changed, what it means, and what to watch.
Your board gets context, not just numbers.
Data Pack
A fully structured, auditable data set behind the metrics:
- P&L and Cash Flow
- Cohort Analysis
- Monthly KPIs
Investors and lenders can double-click without friction.
Deep Dive
Every month, a thematic review focused on the next decision: fundraising, M&A readiness, or efficiency improvements.
Strategic insight, not static reporting.
Our Approach
No templates. No one-size-fits-all.
We integrate into your rhythm, understand your signals, and build clarity around your company's unique financial DNA. We become part of your operating system.
Your reporting becomes an asset, not a chore.
Consistent, credible, and investor-ready, every month.
How it Works
A simple, structured process that gets you from scattered data to investor-grade clarity, fast.
1. Onboard
We start by understanding your current setup, including the tools you use, the metrics you track, and the decisions you need to make.
→ We clarify what matters and remove what doesn't.
2. Integrate
You'll share access to your data sources and existing reports; we handle the rest. We digest your data into a unified financial dataset.
→ We clean, structure, and benchmark your metrics so they're consistent and decision-ready.
3. Deliver Monthly
Every month, you receive your full Lendity Intelligence Pack.
→ A predictable rhythm that keeps founders, boards, and investors always aligned.
Who We Help
We partner with Swiss tech scaleups, typically post Series A, where financial clarity becomes essential to scale.
For Founders
Stop wasting time explaining your numbers.
We turn your scattered data into a standardized, investor-grade reporting pack so you can focus on growth, not standardizing CSVs and formatting slides.
- Clear metrics, faster decisions
- Confidence with board, investors, lenders and VCs
- Professional reporting without hiring a finance team
For Board Members & Investors
Better insight. Better governance. Better outcomes.
We give board members and investors a trusted view of company performance, turning fragmented updates into consistent, auditable insight. You see the real story behind growth, efficiency, and runway, all aligned with how capital decisions are made.
- Sharper visibility into financial health and operational focus
- Stronger alignment between founders, finance, and board
- Fewer surprises and more confidence in every strategic discussion
Why They Choose Us
Backed by insights from underwriting 150+ Swiss tech companies, we know what founders, boards, and investors actually need.