“Can a consulting-born SaaS replace the 13-week cashflow spreadsheet as the treasury and FP&A operating system for middle-market, PE-backed CFOs?”
Pegasus Insights is a software spinout from Impact Point Co (IPC), a consulting firm whose partners (Jose Fornell, Chad Stacey) spent years building bespoke 13-week cashflow models for PE-backed middle-market CFOs. The product was built to productize that consulting work: a cash forecasting, treasury, and working-capital platform aimed at the office of the CFO in the lower-mid and middle market, with PE sponsors as a key distribution channel.
Pegasus Insights processes payments through cashflows.
Pegasus Insights connects to bank accounts through Plaid.
Pegasus Insights integrates with QuickBooks.
The Embedded Finance Index 2026 maps 3 layers in Pegasus Insights's stack: Payments / PSP (cashflows); Open banking (Plaid); Accounting (QuickBooks).
Pegasus Insights was founded by Jose Fornell and Chad Stacey and is headquartered in Key Biscayne, FL, USA.
Get a read on where your own stack stands against Pegasus Insights and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.