Cast
San Francisco
What it is
Cast is a web-based modeling tool for private equity, credit, FP&A, and other finance teams. It checks covenants and shows a pass-or-fail result with the margin for each case. Color-coded sensitivity grids let users examine assumptions and load a selected cell as a scenario. Cast compares assumptions with NYU Stern Damodaran industry data adjusted to deal EBITDA, and runs Monte Carlo analysis with 10,000 trials, displaying P10, P50, and P90 outcomes. Its AI tools can generate models from natural-language descriptions, edit existing models, and validate generated code before showing results. Models export as .xlsx files with live formulas, sections, scenarios, and formatting. Connections to QuickBooks, Xero, and FreshBooks can import invoices, contacts, transactions, and payments. Custom connectors can use public REST APIs, and shared stakeholders can change inputs in the Results pane without changing formulas. The Free plan includes 60 AI credits per month and three saved models; Pro costs $15 a month.
For and against
For
- Checks covenants with pass-or-fail results and margins.
- Runs 10,000 Monte Carlo trials.
- Exports Excel files with live formulas and scenarios.
- Imports financial records from three accounting services.
- Free plan includes 60 AI credits monthly.
Against
- Desktop use only.
- Free plan saves three models.
- Free share links expire after seven days.
- Free shared links show model code.
The verdict
Cast brings covenant checks, sensitivity analysis, model generation, and Excel export into a web-based modeling tool. The Free plan has limits on saved models and sharing; Pro is $15 a month.
Who it suits
Cast suits finance teams building and reviewing valuation or scenario models. It is desktop-only and works best in Chrome, Firefox, or Safari.
Plans and prices
Free
all formulas, forecasts, scenarios, covenants, sensitivity grids, benchmarks, Monte Carlo · Excel export · 60 AI credits/month · 3 saved models
Read 15 Oct 2026 · cast.is
Pro
everything in Free · presentation links hide model code · 1,000 AI credits/month · unlimited saved models
Read 15 Oct 2026 · cast.is
Teams
everything in Pro · shared live models · colleague version history · snapshot links
Read 15 Oct 2026 · cast.is
On the record
- AI assistant
- The assistant accepts typed or spoken requests to build or edit models, explain results and suggest data changes.cast.is · read 15 Oct 2026
- AI code checks
- Generated model code must pass Cast's parser and evaluator before it is shown to the user.cast.is · read 15 Oct 2026
- AI modeling
- Cast generates models from natural-language descriptions, edits existing models, and validates AI-generated code before showing results.cast.is · read 1 Oct 2026
- AI research
- AI research organizes hypotheses, evidence and supported, unsupported or mixed verdicts into an investigation record.cast.is · read 15 Oct 2026
- API and SDKs
- The opened Cast pages describe user-created API connectors but do not publish a standalone public API, SDK or developer package.cast.is · read 15 Oct 2026
- Benchmarks
- Cast compares assumptions with NYU Stern Damodaran industry data, size-adjusted to deal EBITDA.cast.is · read 1 Oct 2026
- Charts
- Adding a chart flag to a result creates a line chart for forecast periods.cast.is · read 15 Oct 2026
- Company focus
- Zavient presents itself as a predictive-AI business serving marketplaces, lenders, insurers and revenue teams.zavient.com · read 15 Oct 2026
- Company legal name
- The maker's associated Zavient site identifies the business as Zavient LLC.zavient.com · read 15 Oct 2026
- Company location
- Zavient describes its operating base as the San Francisco Bay Area.zavient.com · read 15 Oct 2026
- Company performance claim
- Zavient's site claims more than $20 million in attributable revenue from prior work.zavient.com · read 15 Oct 2026
- Covenants
- Cast checks covenants and renders each rule as a pass/fail result with margin on every case.cast.is · read 1 Oct 2026
- CSV data
- Users can upload CSV files, edit rows, handle missing values, filter records and preview calculated columns.cast.is · read 15 Oct 2026
- Custom connectors
- Cast can propose connectors from API documentation and pull data with fetch(), although live sources may require the user's API key or account.cast.is · read 15 Oct 2026
- Excel export
- Cast exports XLSX workbooks, retaining supported calculations as live Excel formulas and exporting unsupported functions as values with notes.cast.is · read 15 Oct 2026
- Finance template
- The finance example includes a five-year LBO forecast, debt paydown, IRR, MOIC, a 35-cell sensitivity table, 1,000-run Monte Carlo and covenant checks.cast.is · read 15 Oct 2026
- Forecasting
- Forecasts are created by supplying a starting value and a rule for subsequent periods.cast.is · read 15 Oct 2026
- Formula recalculation
- Changing an input in the Results view recalculates connected answers without changing the formula text.cast.is · read 15 Oct 2026
