Gain Financial Clarity.
Act with Confidence.
Leading a business or driving value as a PE partner requires more than monthly reports. You need to see what’s happening now, anticipate what’s next, and respond with speed and precision.
SOBI Analytics gives CEOs, finance leaders, and private equity teams the real-time insight, forecasting tools, and financial intelligence needed to move with confidence.
SOBI Analytics Supports Businesses and PE Firms
Real-Time Financial Visibility
Monitor cash flow, profitability, and critical KPIs in a single, easy-to-use dashboard.
AI-Powered Forecasting
Model multiple scenarios from expansion plans to cost shifts, to guide strategy.
Performance Monitoring
Track leading indicators and receive alerts when metrics start to drift.
Actionable Insights
Move from raw numbers to informed decisions with clear financial storytelling.
Seamless Integration
Connect quickly to your existing systems and eliminate spreadsheet sprawl.
What You Gain with SOBI Analytics
Faster, strategic decision-making
Greater control over financial performance and risk
Improved visibility across teams, departments, or holdings
Scalable insight without adding headcount or heavy systems
Built for growth-focused businesses and results-driven PE firms
"SOBI is exactly what our membership is looking for. We've tried others, but none deliver what is needed."
Joe Woodard
CEO, Woodard
"My key takeaway from AI Unchained was SOBI!"
Bernadette Amos
MKBA Inc.
"I highly, highly recommend SOBI Analytics if you are trying to get a handle on what your business needs."
Billie Anne Grigg
Profit First Professionals