Finance / FP&A

Allocate Capital Confidently to Drive Predictable Revenue Growth

Validate key assumptions and pressure test growth plans to de-risk execution. Optimize investments across all GTM teams to reduce CAC. Uplevel decisions at QBRs and Board meetings and minimize actual vs. projection variance.
Scale revenue without more GTM spend or headcount
Plan precisely, eliminate guesswork
Accelerate growth and improve predictability
Trusted By
Efficiency and Predictability Baked in

Aligned pipeline, revenue and sales efficiency goals powered by AI.

Assumptions Based on Actual Performance

Real-time data to fine-tune growth models and projections.

Optimize Throughput Across All Stages

Model the impact of specific improvements to maximize end-to-end efficiency.

Make Aligned Cross-Functional Decisions

Ensure Sales, Marketing, Finance, and Product work from the same playbook.

The Struggles Finance Teams Know Too Well

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Poor Sales Efficiency

Pipeline misallocated to low-yield areas instead of optimal conversion zones.
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Insufficient Resources to Fund Growth

Poor planning resulting in insufficient funding for pipeline creation.
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Inability to Maximize Lifetime Value

Limited visibility into untapped potential in the installed base.
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Poor Revenue Growth Predictability

Without the ability to detect and correct, revenue predictability suffers.
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Repeating Costly Mistakes

Inability to learn and adapt wastes GTM dollars on recurring errors.
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Cross-Functional Misalignment

Sales measures conversions, Marketing counts leads, Finance tracks OpEx efficiency.

Why Customers Choose SkyGeni

Sameer Katiyar
CFO
Cleo (HIG Capital portco)
SkyGeni has been a game changer for me. Its real-time insights into pipeline, bookings, and team performance provide the CRO and me with early visibility into key trends from a single source of truth.

For a PE-backed company like Cleo,
visibility and speed are essential. SkyGeni enables us to align rapidly across Finance and Sales, level up the discussions at Board meetings, and drive smarter decisions for capital efficient growth.
Steve Johnson
Finance Manager
Quantum (NASDAQ: QMCO)
“SkyGeni has transformed how we allocate resources to grow revenue at Quantum.

We use
SkyGeni’s AI models to minimize the actual vs. projection variance, which is crucial in the context of a public company.

SkyGeni
aligns Finance, Sales and Marketing, and enables us to identify the highest impact areas to invest in to maximize sales efficiency.”

Project Confidently. Budget Precisely.

Scale Efficiently Without More Spend

Simulate revenue uplift with what-if analysis

Quantify how small performance improvements unlock big gains. Run predictive scenarios based on real data to see how changes in win rates, conversion, or cycle time impact revenue - before investing a dollar.

Expose and fix GTM inefficiencies

Identify where your pipeline is delivering the strongest return - and where it's falling short. Surface low-yield segments, inefficient reps, or underperforming regions that quietly drag down sales efficiency.

Guide GTM teams toward smarter execution

Turn insights into action. Use performance data to inform Sales, Marketing, and Enablement where to focus - whether that means adjusting territory strategy, reallocating resources, or scaling what’s working.

Financial planning grounded in reality

Eliminate guesswork, model pipeline needs precisely

Move on from rule of thumb multipliers and guesstimates. Use actual win rates and cycle times to precisely calculate pipeline requirements - by segment, team, and territory - to hit revenue goals with confidence.

Fund with accuracy, not overhead

Model the true investment required to support growth. Allocate capital where it drives the greatest return - avoiding overspend in low-yield areas and ensuring high-potential segments are properly resourced.

Earn trust with projections you can defend

Ground every revenue projection in real performance data. Build financial plans that stand up to board scrutiny, reduce variance, and serve as reliable blueprints for execution.

Streamline forecasting and executive reporting

Project attainment with AI

SkyGeni’s Explainable AI time-series models analyze historical performance and seasonality to project likely outcomes - so you can forecast revenue for this quarter (and the next) with precision and clarity.

Validate field input with AI-backed signals

Compare field-submitted projections against data-driven forecasts. Quickly identify misalignment, dig into root causes, and present forecasts that are both realistic and defensible.

Stay ahead of risk before it hits the numbers

Surface early indicators of slippage or soft spots in the pipeline. Take proactive steps to course correct and preserve forecast accuracy - before issues turn into missed targets.

Reduce CAC by aligning GTM teams

Invest where pipeline converts to revenue

Use real-time performance data to identify which segments, products, and verticals yield the highest ROI. Direct GTM dollars toward what works - and cut spend where it doesn’t.

Unify Sales, Marketing, Product, and Finance

Create a shared view of pipeline performance. Align budgets, targets, and actions around a common revenue plan that all functions can execute against.

Replace finger-pointing with actionable insights

Identify disconnects between demand generation and conversion. Guide cross-functional teams to collaborate on building high-quality pipeline instead of working in silos.

Integrations
Accelerating growth together

Ready to scale smarter?

Partner with SkyGeni to build and progress the right pipeline, optimize performance in real-time and accelerate predictable revenue growth - powered by Explainable AI.