Our Founders' Story

Pegasus Insights was born out of frustration — and a vision for something better. Founded by experienced financial consultants from top tier firms, our founders spent years working alongside CFOs and finance teams building hundreds of cashflow models for private equity-backed and mid-market companies. Time and again, they witnessed the same challenges: outdated tools, fragmented data, and inefficient reporting cycles that left finance leaders struggling to keep pace with investor demands.

Existing FP&A solutions promised improvement but often delivered complexity — lengthy implementations, rigid workflows, and a disconnect from the realities of day-to-day finance management. Determined to change this, our team set out to build a solution that finance professionals would actually want to use — one that enhanced, rather than disrupted, their existing workflows.

The result was Pegasus Insights — a platform purpose-built to give finance leaders real-time cash visibility, faster reporting cycles, and actionable insights to drive smarter decisions. Designed by finance professionals, for finance professionals, Pegasus delivers the clarity, control, and speed that today’s finance teams need to thrive.

Our staff combines experts from Technology and Finance

Allowing a deep understanding of both FP&A and Technology, building a next generation tool with the FP&A Team at the center of the solution.

Liquidity & FP&A, Reimagined for PE-Backed CFOs

Built by Finance Experts, for Finance Experts

Purposefully designed by consultants with deep PE and FP&A experience to solve real-world liquidity and reporting challenges.

Real-Time Cash Visibility, Right When You Need It

Empowering CFOs and finance teams with actionable insights to make faster, smarter decisions.

Seamless Integration, Zero Disruption

Enhances your existing Excel and ERP workflows — no costly overhauls or lengthy implementations required.

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Who We Serve

Middle Market Enterprises

Supporting multi-entity organizations with complex liquidity structures across industries like manufacturing, healthcare, SaaS, and business services.

PE-Backed PortCo's

Delivering real-time insights to help CFOs manage cash flow, optimize working capital, and meet investor reporting deadlines.

Finance & Treasury Teams

Empowering CFOs and Finance leaders with automated insights to reduce manual reporting, improve cash flow visibility, and drive strategic decisions.

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