New: Forecast Studio is live for all Growth and Scale workspaces

Our story

It started with a 40-tab spreadsheet

In 2021, Dana Whitfield was VP Finance at a Series C company where three teams reported three different MRR numbers to the same board. The fix was a spreadsheet that took eleven days a month to maintain and nobody fully trusted.

She and Theo Marsh, then leading data at a payments startup, built the first version of Fluxboard in a shared flat in Mission Bay. It did one thing: turn raw Stripe events into an MRR movement table finance could audit.

Today Fluxboard tracks more than $2.4 billion in recurring revenue for 1,400 companies, from seed-stage teams on their first board deck to public companies with multi-entity billing. The principle has not changed: every number should click through to the invoice behind it.

If a number cannot be traced to a source, it is an opinion, not a metric.
Two co-founders sketching ideas on a large blank whiteboard in a small sunlit room, a white woman in her late…

How we work

Four things we will not compromise on

01

Auditable by default

Every chart exposes its query and source records.

02

Your data stays yours

We never train models on customer data or sell aggregates.

03

Priced for teams

No per-seat fees, ever. Invite the intern and the board.

04

Humans on support

Every ticket is answered by an analyst, median reply 14 minutes.

Milestones

From side project to standard

  1. 2021

    First customer

    A 30-person HR software company replaces its MRR spreadsheet.

  2. 2022

    Seed round

    $6M led by Foundry Lane to build CRM and warehouse connectors.

  3. 2024

    Signals launch

    Churn and expansion alerts ship; 400 customers turn them on in a month.

  4. 2025

    Series B

    $42M to expand into Europe and open a second office in Dublin.

  5. 2026

    Forecast Studio

    Scenario-based forecasting goes live for every Growth workspace.

Leadership

The people answering to you

A team of 84 across San Francisco, Dublin and remote.

  • Professional head-and-shoulders portrait of a white woman in her early forties with short ash-blonde hair, wearing a…

    Dana Whitfield

    Co-founder & CEO

    Former VP Finance at two SaaS scale-ups. Has closed 96 consecutive month-ends.

  • Professional head-and-shoulders portrait of a Latino man in his mid-forties with a trimmed salt-and-pepper beard,…

    Theo Marsh

    Co-founder & CTO

    Built payments data infrastructure processing $9B a year.

  • Professional head-and-shoulders portrait of a Nigerian-American woman in her late thirties with natural…

    Amara Okafor

    VP Customer

    Led RevOps at a public HR platform. Runs onboarding and support.

  • Professional head-and-shoulders portrait of a Portuguese man in his early thirties with dark wavy hair and round…

    Luis Ferreira

    Head of Data Science

    PhD in statistics; the mind behind Signals and Forecast Studio.

We are hiring in SF and Dublin

Engineers, analysts and support leads who care about getting the number right.

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