How it Works

Three steps to a credible
business case.

What used to take a value engineer two weeks and a wall of spreadsheets now takes 10 minutes and zero guesswork.

1

Set up your profile

Enter your website.
AI builds your profile.

Enter your website and Serre's AI analyzes your solutions, identifies your value propositions, and builds your vendor profile in seconds.

  • AI website analysis — Serre reads your website and extracts your product capabilities, value propositions, and competitive positioning.
  • Pre-loaded value drivers — Auto-suggested calculation templates matched to your product category, with formulas, benchmarks, and variable definitions ready to go.
  • Full configuration — Set your pricing tiers, target industries, buyer personas, and market segments. Everything downstream adapts automatically.
Website
https://yourcompany.com
Product category
Cybersecurity Platform
Value drivers detected
Incident response timeCompliance automationRisk reduction

Analyzed from yourcompany.com

Company
Acme Corp
Industry
Financial Services
Strategic priorities
Digital transformationCost optimizationRegulatory compliance

Enriched from acmecorp.com

2

Create a prospect

Enter your prospect's details.
AI fills in the rest.

Enter your prospect's company, industry, and business unit. Serre enriches the profile with industry data, strategic priorities, and relevant benchmarks — automatically.

  • Website enrichment — Serre scrapes the prospect’s website to identify strategic priorities, recent initiatives, and public financial data.
  • Industry benchmarks — Relevant operational benchmarks are pulled automatically from Serre’s curated library, sized to the prospect’s company profile.
  • Business unit scoping — Model the case for the entire company or drill into a specific division with its own revenue, headcount, and priorities.
3

Generate and present

Defensible outcomes.
Not a single guess.

Serre runs a 10,000-iteration Monte Carlo simulation, generates an AI-written executive narrative, and delivers P10/P50/P90 probability ranges. Choose your format and share instantly.

  • Monte Carlo simulation — 10,000 iterations using triangular distributions. Results are expressed as P10/P50/P90 probability ranges, not a single guess.
  • AI-generated narrative — An executive summary and headline written by AI, grounded in the actual calculations. The AI narrates — it never invents numbers.
  • Multi-format export — PDF for the CFO, PowerPoint for the champion, interactive web link for the buying committee. Share via secure token.

Output preview

Annual value identified

$4.2M

P10

$2.8M

P50

$4.2M

P90

$5.9M

ROI

3.2×

PDFPowerPointWeb link

Our approach

Built for credibility,
not marketing.

Your prospect’s CFO has seen inflated ROI decks before. Serre gives you the rigor to be the exception.

Transparent formulas
Every number traces back to a named variable and a visible formula. No black boxes. Your prospect sees exactly where each figure comes from and can challenge any assumption.
Monte Carlo ranges
Replace single-point estimates with 10,000-iteration simulations. Present P10, P50, and P90 outcomes — the kind of probabilistic rigor a CFO recognizes and respects.
AI buyer simulation
Rehearse the conversation before the meeting. Serre simulates your prospect’s economic buyer, surfacing likely objections, threshold questions, and approval dynamics.

See it for yourself.

Build your first investment case in under 10 minutes. Three free cases, no credit card required.

Start free trial →The Serre Difference