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AI-native financial infrastructure for venture-backed companies

Get real-time, investor-ready financials - without the manual work.

For Founders & CFOs For Investors

For venture & growth investors

We partner with VCs, PEs, and family offices to build real-time financial infrastructure across their portfolios.

Sign up as Investor Partner Book a demo
Source-level Fix the books, not just the deck
Thin runway When cash gets tight, precision matters
Portfolio roll-up KPIs across companies in one place
Platform

Financial clarity in real time for reporting, forecasting and fundraising.

Always investor-ready. Always up to date.

Real-time financial clarity

Always know exactly where your company stands with continuously updated financial metrics across runway, burn, cash, and profitability.

Automated statements

Board and investor-ready financial statements are always up to date, accurate, and available on demand.

Forecasting

Forward-looking financial models that stay live, accurate, and aligned with your actual financial data.

Integrations

Sofritech integrates with leading accounting software into your existing stack.

Contract extraction

Automatically extract revenue terms from contracts and CRM (e.g. HubSpot) to keep recognition and reporting aligned with source agreements.

Covenant & Investor Reporting

Meet lender requirements and keep investors informed with structured, automated reporting for debt, VC, and PE stakeholders.

Automated due diligence

Pre-built workflows that generate financial statements, extract key contract data, and validate cash balances automatically.

Dataroom

A continuously maintained, investor-ready data room that accelerates fundraising and signals credibility.

What your portfolio gets

Real-time financial infrastructure for every portfolio company

Portfolio companies connect their accounting software and get investor-ready financials on autopilot.

Financial clarity

Portfolio companies always know where they stand — cash, burn, runway, and profitability updated continuously from their ERP.

Automated statements

Board-ready and investor-ready financial statements generated automatically — no more quarterly fire drills.

Forecasting

Forward-looking models tied to live accounting data, so bridge and extension decisions rest on reconciled numbers.

ERP integrations

Connects to Xero, QuickBooks, Exact, and more. Companies keep their existing stack — no migration required.

Contract extraction

Revenue terms pulled from contracts and CRM automatically, keeping recognition aligned with source agreements.

Covenant & reporting

Structured, automated reporting for debt covenants and investor updates — consistent numbers from GL to board pack.

Due diligence

Pre-built workflows that validate financials, extract contract data, and reconcile cash — fewer surprises post-close.

Data room

A continuously maintained, investor-ready data room that accelerates fundraising and follow-on rounds.

How it works

From introduction to live financials in days

A lightweight rollout that fits how funds and portfolio companies actually work.

Step 1
Introduce

You refer Sofritech to your portfolio companies. We handle onboarding.

Step 2
Connect

Companies connect their accounting software. No migration, no disruption to existing workflows.

Step 3
Go live

Portfolio companies get 3 months free access. After that, flexible plans from €150/month.

Step 4
Scale

Add more companies over time. Optional portfolio-level visibility as your programme grows.

Supported capital providers

Trusted by leading capital providers

Supported accounting software

Integrates directly with your accounting software

We support all major accounting software, so you can keep using the tools you love.

Portfolio companies keep their existing ERP. We connect directly to their accounting software so financials are always structured and up to date.

Exact
QuickBooks
Odoo
Xero
Sage
AFAS
HubSpot
Pricing Plans

Clear pricing for Founders and CFOs scaling their companies

Choose the plan that fits your growth stage.

pricing plans arrow Save 15%

For companies that want clean, real-time financial data without manual work

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Foundation

Automated real-time financial operations

€149 €126,65 /mo
€1.519,80 / year
  • ERP integration
  • Daily automated data imports
  • Accredited processes
  • Standardized financial structure
  • Automated financial reporting
  • Runway & burn visibility

Get Started

For companies actively fundraising or working closely with investors

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Deal ready

Investor-ready financial infrastructure

€499 €424,15 /mo
€ 5.089,80 / year
  • Everything in Foundation
  • Data room for investors
  • Contract parsing
  • Structured reporting for due diligence
  • Forecasting
  • Collaborate with investors

Get Started
Pricing Plans

What your portfolio companies pay

Referred portfolio companies get 3 months free on any plan. After that, they choose the tier that fits their stage.

3 months free

For companies that want clean, real-time financial data without manual work

paper airplane icon

Foundation

Automated real-time financial operations

€149 €126,65 /mo
€1.519,80 / year
  • ERP integration
  • Daily automated data imports
  • Accredited processes
  • Standardized financial structure
  • Automated financial reporting
  • Runway & burn visibility

3 months free

For companies actively fundraising or working closely with investors

plane icon

Deal ready

Investor-ready financial infrastructure

€499 €424,15 /mo
€5.089,80 / year
  • Everything in Foundation
  • Data room for investors
  • Contract parsing
  • Structured reporting for due diligence
  • Forecasting
  • Collaborate with investors

Contact

Get real-time financial clarity and stay investor-ready at all times

Get started Book a demo
Get started

Elevate your portfolio with us

Start a pilot and grant your portfolio companies 3 months free access to real-time financial infrastructure.

Sign up as Investor Partner

FAQ

Find answers to common questions about our service. If you need more assistance, feel free to contact our support team.

To connect your accounting software, go to the integrations section in your dashboard, select your software from the list, and follow the provided instructions to authorize the connection.
We extract transaction records, GL mappings and financial statements. The specifics depend on the accounting system.
The generated reports are stored securely in a data room, which you can access through your account dashboard. You can view, download, and share the reports as needed.
Yes, you can set the frequency and timing of report publication to investors. You can also choose to publish reports manually.
Yes, we take data security very seriously. All connections to your accounting software are encrypted, and our servers comply with the highest security standards to ensure your data is protected.
No, we generate validated reports that are accepted by the biggest investors, allowing for quicker decision making due to the verified process.
We offer customer support through live chat, email, and phone during business hours GMT+2. Our support team is ready to assist you with any issues or questions you may have.

FAQ for Investor Partners

Common questions about how we work with funds and their portfolio companies.

Each company gets real-time financial infrastructure: automated data sync from their accounting software, investor-ready reports, cash and runway visibility, and a structured data room. They keep using their existing ERP — no migration required.
Portfolio companies referred by an investor partner get full access for 3 months at no cost. After that, they move to a flexible subscription starting at €150/month, scaled to their usage and needs.
No. We connect directly to existing ERPs and accounting tools (Xero, QuickBooks, Exact, and more). Companies keep their current workflows — we just make the financial data more structured and accessible.
We usually start with a small group of portfolio companies, help them connect their accounting software, and validate the reporting output. From there we expand based on what works for your portfolio.
Yes. All ERP connections are encrypted, and each company’s data is isolated. Permissions are controlled by the company — they decide what is shared and with whom.