CharliAI and Profitual have formed a strategic partnership aimed at helping private companies prepare for investors by using artificial intelligence to combine investor readiness and financial planning.

The companies announced the partnership Thursday, saying the combined offering will allow businesses to move from collecting private-market data and documents to assessing investor readiness, developing financial projections and engaging with potential investors.

The offering is built around what the companies call a “Decision Room,” which is intended to allow company information to be analyzed and connected while maintaining controls over access, data provenance and AI activity.

“AI can dramatically improve the quality and depth of investor preparation, but founders are also placing some of their most sensitive business information into these systems,” said CharliAI CRO Peter Hickey in the statement.

“That makes trust, governance and traceability fundamental. Our objective is not simply to generate another report. It is to give founders an AI-powered assessment they can understand, substantiate and use with confidence as they prepare to engage sophisticated investors.”

Vancouver-based CharliAI’s platform will be used to analyze business information and supporting documents, assess a company’s preparedness for investment and identify gaps in areas such as its market opportunity, business model, competitive position and capital requirements. The company says its system can also produce investor-focused reports based on the underlying company information.

Fredericton-based Profitual will provide the financial planning component. Its software allows companies to develop income-statement, balance-sheet and cash-flow forecasts, model different scenarios and document the assumptions behind their growth plans.

The partnership also includes access to Profitual’s investor ecosystem, creating a pathway from the preparation process to investor engagement.

CharliAI says its technology provides controlled access, policy enforcement, data provenance and forensic traceability for AI activity involving sensitive information. Such information can include financial data, customer information, intellectual property, business strategy and fundraising materials.

Given that CharliAI is best known for working with companies that are raising capital, we asked Hickey if his group or its members had invested in Profitual.

“We are starting with a partnership,” Hickey said. “However, it’s worth noting that Profitual is an attractive company as they have grown their user base and offer a valuable service to startups who need to raise capital and plan future growth. This partnership is a natural first step.”

Profitual’s software allows startup founders to upload the spreadsheets containing their financial projections to get an instant analysis of the stronger and weaker parts of their financial models. A graduate of the NextAI accelerator, Profitual announced funding rounds of $1.2 million in 2022 and $1 million in 2025 .

“Strong financial projections are ultimately a reflection of how well founders understand their business,” said Profitual CEO Raymond Fitzpatrick in the statement. “By combining Profitual’s financial planning capabilities and investor network with CharliAI’s approach to investor readiness, we can give founders a much more complete process. They can identify weaknesses, improve the underlying business case, model what happens next and then take that work into investor conversations.”