1. Executive Summary: Agility Imperative

In today's economy, uncertainty is the only constant. For the CEO, market volatility means that strategic goals such as accelerating organic growth, expansion via acquisition, preparing for an exit, or scaling through AI adoption must be met with unprecedented speed and data confidence. The traditional finance function has been hampered by siloed data, static spreadsheets, and manual processes which has become a bottleneck for organizations around the world.

Abacum is the AI native FP&A platform that enables executive teams to confidently execute critical business goals with greater speed and higher precision. By centralizing financial and operational data, automating reporting, and enabling real time scenario planning, Abacum empowers organizations to move from reactive to strategic execution.

2. Common Strategic Business Goals

This one pager intentionally covers four common strategic priorities:

A. Increase M&A Agility: Accelerate integration of acquired companies with unified data, standardized reporting, and scalable models.

B. Increase Fundraising Execution: Drive successful Series A/B/C/D & beyond fundraising through accurate forecasting, board ready reporting, and data driven narratives.

C. Prepare for an Exit (IPO or Acquisition): Establish the financial rigor, predictability, and reporting discipline required for an IPO or strategic sale.

D. Scaling via AI adoption: Streamline planning, improve accountability, and reduce time spent on manual finance work.

3. The Problem Holding Companies Back

A. M&A Agility Challenges

• Acquired entities have inconsistent charts of accounts, models, and data sources.

• Consolidation is manual and slow which delays integration milestones.

• Leadership lacks visibility into combined performance and synergy tracking.

B. Fundraising Challenges

• Forecasting takes weeks, limiting the ability to test scenarios demanded by investors.

• Board reporting is manual and inconsistent.

• Difficult to build confidence with investors when numbers are sourced from Excel.

C. Exit Preparedness Challenges

• S-1 readiness requires standardized reporting, audit trails, and real time metrics.

• Cross functional accountability is limited by siloed workflows.

• Due diligence becomes a fire drill due to fragmented data.

• Failing to prepare financial infrastructure early enough results in the Unpreparedness Penalty, which causes valuation discounts and protracted due diligence due to fragile systems and the inability to quickly produce auditable historical data or defensible financial models.

D. Scale via AI Adoption: Risk of Stalled Digital Transformation

• Over 60-80% of finance time is spent non strategically with manual processes and reconciliations delaying time for strategic AI initiatives.

• Fragmented and untrustworthy data is the #1 barrier to successful AI adoption and predictive insights.

• Lack of workflow collaboration slows budget cycles and prevents real time accountability for spend.

• Scenario planning is limited, preventing agile course correction against AI driven predictive insights.

4. The Solution

Abacum provides a single system of record, real time modeling engine, and collaboration workspace so finance can operate with scale, speed, and precision across all strategic initiatives.

For M&A Agility

• Unified multi entity financial consolidation

• Automated data mapping and standardized P&Ls

• Flexible driver based models for synergy tracking

• Real time roll ups across entities, regions, or cost centers

For Fundraising Execution

• AI powered forecasting and scenario modeling

• Investor and board ready reporting packages

• Clear audit trails for financial metrics

• Single source of truth across financial + operational KPIs

For Exit Readiness

• Controls, diligence ready documentation, and modeled assumptions

• Predictable, transparent forecasting aligned with public company expectations

• Cross functional workflows for accountability and approvals

• Abacum prevents the Unpreparedness Penalty by providing a centralized, auditable platform for financial planning and reporting, enabling companies to produce defensible data and models quickly for due diligence and accurate valuation.

For Scaling Profitably via AI Adoption

Building the Data Foundation for Future Growth

• Automated data refresh from 700+ integrations, ensuring live, clean data for AI/ML models.

• Collaboration workflows to engage every budget owner for decentralized and data driven accountability.

• AI powered forecasting and scenario modeling for instant, data backed analysis.

• Significant reduction of spreadsheet dependencies.

5. Why Abacum is the Best Solution

Drawing from all the competitive insights and product differentiation we’ve built:

• AI Native and Purpose built for Finance: Abacum delivers expert grade modeling, forecasting, and reconciliations powered by generative and predictive AI built directly into the workflow.

• 700+ Plug and Play Integrations: Connect your ERP, CRM, HRIS, billing, and data warehouse in minutes and not months. No consultants required.

• Built for Multi Entity and Multi Dimensional Complexity: Roll ups, workforce planning, location/franchise models, project-based forecasting, and financial consolidation out of the box.

• Lightning fast Time to Value: Onboard in weeks. Build your first budget or model in days. Finance can own its own environment without waiting for IT or external partners.

• Modern UX Adopted Across the Organization: Designed for non-finance users. Drives alignment across FP&A, RevOps, People, and department heads.

• Scenario Planning That Matches How CFOs Think: Unlimited versions, instant comparisons, and toggles for assumptions. Central to fundraising, M&A, and exit stories.

• Enterprise Grade Governance: Permissions, auditability, workflow approvals, and data lineage essential for diligence, IPO processes, and high stakes financial reporting.

• Vendor Stability & Vision: A fast growing, well funded company (Series B 2025) with a clear roadmap for AI driven finance automation and a track record of winning over customers from Anaplan, Adaptive, and spreadsheets.

Why do our customers choose us over other solutions?

“We want to use Abacum in the process for our finance statements projected in the coming years to show to potential investors to decide in the end, invest and put their investment in resources and INBRAIN and allows us to continue growing and bringing solutions, therapy solutions for patients in the future.”

Joan Adan, Head of Finance at InBrain

Read more about the story between Abacum and InBrain

"I know that our shareholders are extremely happy with just being able to view a dashboard and see all the metrics in our company every single month and every single quarter. And we've gotten a lot of good feedback on that."

Chris Jelinski, Director of Business Operations at Soundtrack

Read more about the story between Abacum and Soundtrack