Solution
Collaboration and Sharing
Collaboration and Sharing
You're emailing spreadsheets and PDFs, creating version control chaos. Shared links ensure everyone sees the same live data.
Solution
Collaboration and Sharing
You're emailing spreadsheets and PDFs, creating version control chaos. Shared links ensure everyone sees the same live data.
What it does
What it does
What it does
Share your full underwriting with anyone in one click. Give wholesalers real data so you negotiate from a position of strength. Send investors a polished, data-backed deal package that gets capital committed faster.
Share your full underwriting with anyone in one click. Give wholesalers real data so you negotiate from a position of strength. Send investors a polished, data-backed deal package that gets capital committed faster.


Why it matters
Why it matters
Why it matters
Wholesalers inflate ARVs and hide costs. When you share real comps and a full pro forma, you control the negotiation. One link makes you the most credible buyer in the room.
Wholesalers inflate ARVs and hide costs. When you share real comps and a full pro forma, you control the negotiation. One link makes you the most credible buyer in the room.
How it works
How it works
How it works
Generate a secure link for any deal analysis and send it to wholesalers, partners, or investors. Recipients see live comps, pro forma, and projections without needing an account. You control access and can revoke anytime.
Generate a secure link for any deal analysis and send it to wholesalers, partners, or investors. Recipients see live comps, pro forma, and projections without needing an account. You control access and can revoke anytime.

“Framer is one of the best web builders I have ever tried. It’s like magic.”
“Framer is one of the best web builders I have ever tried. It’s like magic.”
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FAQ
We’re here to answer all your questions
General
For Clients
Businesses
Formaly automates deal analysis, comps, budgets, and financial modeling, giving you instant insights so you can focus on strategy, not spreadsheets.
Absolutely. Formaly was built to simplify development from first-time investors to experienced firms, with AI-guided steps and educational tools.
Yes. We offer a free plan that lets you use Formaly’s key functions — no credit card required.
We accept Credit Cards and Apple Pay through Stripe.
Yes, you can cancel your subscription at any time. For example, YNAB allows you to cancel through your account settings
General
For Clients
Businesses
Formaly automates deal analysis, comps, budgets, and financial modeling, giving you instant insights so you can focus on strategy, not spreadsheets.
Absolutely. Formaly was built to simplify development from first-time investors to experienced firms, with AI-guided steps and educational tools.
Yes. We offer a free plan that lets you use Formaly’s key functions — no credit card required.
We accept Credit Cards and Apple Pay through Stripe.
Yes, you can cancel your subscription at any time. For example, YNAB allows you to cancel through your account settings
If you can't find what you're looking for, feel free to Contact us directly,

