Sheets & Sense: Financial Insight Through AI

Join us for an exciting event where finance leaders, advisors, and founders explore how AI and automation are transforming financial modeling, ownership data, and strategic decision- making.

​The event will include a panel interview with the theme: From Sheets to Equity: Connecting Data Across the Finance Stack

​This session explores how modern finance teams are bridging the gap between financial modeling and equity management. As data becomes increasingly central to decision-making, seamless integration across the finance stack - from spreadsheets to ownership records - is redefining how companies model growth, track dilution, and plan fundraising.

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Who's attending: Finance leaders from Series A–D startups, mid-sized businesses, accounting, investment, and consulting firms across the SF Bay Area.

​Sponsored by: Carta, Entrepreneur First, Reef

Hosted by: Reef