The annual budget isn’t theoretical. It’s the investment thesis — and the board expects visibility, not surprises. 

Trusted by finance teams across dozens of PE-backed portfolio companies, Pegasus Insights gives Finance Leaders real-time control over cash, working capital, and liquidity so the plan stays on track.

Your Board Approved the Plan. 
Now You Have to Deliver It.

See How Finance Teams Turn Plans Into Execution 

Cash Flow Clarity for Smarter 2026 Planning

Real-time visibility and forecasts that turn financial plans into executable strategies.

The Complete Solution for Fixed Route Public Transit

Move from outdated systems to one platform that replaces them all

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Eliminate Cash Ambiguity

Live bank and ERP connections create a single, always-current view of liquidity across entities. No manual reconciliation. No fragmented spreadsheets.

Cash Visibility for Teams Responsible for 

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Forecast With Credibility

Rolling cash flow forecasts update as conditions change — helping finance teams adjust before small gaps become large problems.

Size Working Capital for Growth


Understand how hiring, inventory, pricing, and capital investment impact liquidity before decisions are finalized.

Move Faster With Confidence

Understand the “why” behind cash movement and what actions to take next.

Get Value Quickly

Minimal lift, fast implementation, and meaningful insights in days not months.

Identify Execution Risk Earlier

When liquidity, KPIs, and operating performance move together, finance leaders can identify execution risk long before results deteriorate.

“Pegasus gave us full visibility before our Q1 board meeting — we stopped reporting and started leading.”

 — CFO, PE-backed SaaS Company

Full Visibility

Why Now?

Pegasus Insights gives finance teams the visibility needed to manage liquidity while executing the operating plan.

Instead of reacting to surprises, teams can see what’s coming and adjust early. 

Pegasus helps CFOs execute the plan by delivering:

  • 13-week cash visibility tied directly to the operating plan
  • Early signals on execution risk before performance deteriorates
  • Clear sizing of working capital required to support growth initiatives
  • Daily liquidity insights that drive accountability across the organization

Turn the Plan Into Execution

Once the board approves the plan, expectations change.

Investors expect disciplined execution, Operators expect clear guidance.
And finance is responsible for ensuring the business has the liquidity required to deliver.

Pegasus Insights gives finance teams the visibility needed to manage cash, support growth initiatives, and keep the organization aligned with the plan.

Model faster. Decide earlier. Execute with confidence.



Delivering the Plan