Direct Ascent brings unique operational insights and efficiency to modern FP&A Teams.

Use an FP&A AI Agent to deliver insights to Exec Team, GTM, Product, and Operations.

Platform Overview

Utilize dynamic projections of business and financial metrics based upon operational drivers.

Generate a fully-aligned model that covers leads through closed deals, with robust staffing tools.

Utilize a single interface for a complete view of business performance.

Direct resourcing, identify your most profitable customers and GTM motions, and facilitate efficient reporting.

Foster cross-functional collaboration with an end-to-end view of customer engagement.

Utilize real time forecasts and updated operating plans to direct $’s towards growth endeavors.

Align operational activities to your ICP, shorter payback periods, higher CLTV/CAC, etc.

Leverage agents and platform intelligence to free up bandwidth from reporting.

Provide cohort and customer economic analysis.
Validate Go To Market models with real-time data from the field and operations.
Enable dynamic planning to support more agile decision-making on headcount and expenses.
Direct incremental investment to scalable growth endeavors.
Establish guardrails for the customer engagement model.

Get a full funnel, cross departmental operating model developed in <30 min with the DA platform.
Utilize an operating plan that can achieve CFO sign-off and pass BoD scrutiny.
Conduct scenario analysis of sales roles, productivity, and funnel metrics.
Highlight the most profitable territories, regions, and sales playbooks.
Optimize GTM motions by use case, product/service, customer vertical, and region.

Provide a single pane of glass for managing business performance.
Utilize an end-to-end view of customer engagement.
Drive organizational alignment and cross-functional accountability for business outcomes.
Eliminate functional silos and inefficient reporting.

We have led companies ranging from $0M to multiple $B’s of revenue.

Our team has found that the challenges of scaling a business are similar, no matter the size or maturation of a company.

We are a venture capital-backed company headquartered in the SF Bay Area.