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Iris Advisory covers the work brands need most around a raise, a transaction, or ongoing investor and board reporting — transaction readiness and due diligence prep, quality of earnings review, and continuous board and investor reporting. Because your financial and operational data already lives in the Iris platform, our team of CPG-experienced advisors and AI agents can do this work in days instead of weeks, at a fraction of what a traditional accounting or advisory firm charges, and keep it current instead of handing you a report that's outdated by the time you read it.
Transaction Readiness
Get transaction-ready before buyers start asking questions.
Most deals don't fall apart because the business is weak. They fall apart because the data wasn't ready — numbers that don't tie out, documents scattered across drives, a story that changes depending on who's asking. Iris starts building your data room and cleaning up your financials before a buyer ever sees a deck.
Due diligence preparation
Data room preparation
Transaction readiness assessment
Deal Execution Support
Walk into diligence already prepared
Once a process starts, the requests don't stop — management presentations, follow-up questions, revised models. Iris keeps your data room current and your team ready to respond, instead of scrambling to rebuild materials every time a buyer asks something new.
Financial cleanup
Management presentation support
Fundraising advisory
Quality of Earnings
Prove your earnings are real
A Quality of Earnings report answers one question: how much profit does this business actually generate on a normal, repeatable basis? Iris tests whether your reported earnings are sustainable, correctly classified, and likely to continue after a transaction — reviewed and validated, not just reported.
Adjusted EBITDA analysis
Margin and profitability analysis
Revenue quality review
Investor & Board Reporting
Reporting that doesn't wait for month-end
Board meetings and investor updates shouldn't run on stale numbers. Iris turns your live financial data into board-ready packages and investor reporting on demand, with forecasts that update as the business changes instead of sitting still until next quarter.
Board reporting packages
KPI dashboards
Variance analysis
Built for Every Leader Preparing for What's Next
Growth, a raise, or an exit all demand the same thing — numbers you can stand behind.
Iris equips everyone around the table to get there faster.
For Founders
Walk into any conversation - a board meeting, a term sheet, or a buyer's first call with numbers you trust and can explain. Iris keeps your financials clean and current, so you're never caught prepping the night before.
For CFOs
Close faster with confidence. Iris automates reporting, variance analysis, and scenario planning, enabling finance to guide the business instead of catching up to it.
For Companies Preparing to Exit
Buyers test whether your earnings are real before they test anything else. Iris builds the quality of earnings review, the data room, and the management materials in parallel, so you're ready when the process starts, not scrambling once it does.
For Boards and Investors
Get reporting that reflects what's actually happening now, not what happened last quarter. Iris delivers board packages and KPI dashboards straight from the same data your team already works from.
"I’m obsessed with Iris Finance . In a matter of a week, it went from "I'll try it out" to "How did I ever live without this?" Iris has become an essential tool in the stack at Allermi, giving me a crystal-clear, real-time read on our entire financial picture."
CEO, Allermi
“Having every single dollar accounted for on a daily basis is incredible — nothing like big red numbers to let you know when you lose money on the day.”
Founder, Ramp Health
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FAQ's
How is this different from a traditional QoE or advisory firm?
Does Iris replace our accountant or outside advisor?
What does "always-on" reporting actually mean?
How fast can we get started?
Can Iris support a live transaction in process?
