Proven AI Agents & Decision-Ready Data
Investor-Grade Truth™ for GTM and Finance:
Revenue, Pipeline, Marketing & BI/Reporting.
Built for CFOs and CROs who demand numbers they can defend.
You’re In Good Company
Investor-Grade Truth™
CFO and CRO Analytics: Accurate, Board-Ready
Revenue organizations run on disconnected systems, inconsistent definitions, and reactive reporting. Even when metrics are technically correct, they often lack business logic or are only backward-looking.
Discern changes this. We connect your CRM, ERP, billing, and marketing systems and deliver analytics with explicit, defensible logic. Finally, accurate, actionable numbers / forecasts that hold up to board scrutiny and investor diligence.
Results That Matter
Automated Insights
“Discern automated our data management processes, saving us time and dramatically
cutting costs.”
— Finance Leader, ScalePad
Sales Efficiency
“Discern helped our sales team focus on what matters most, streamlining workflows and
boosting productivity.”
— VP of Sales, Lansweeper
Accelerated Close Processes
“Discern transformed our close process into a seamless, real-time operation reducing our monthly close process to just minutes.”
— Director of RevOps, VTS
Discern AI: Enterprise-Grade
AI Agents That Actually Work
Our AI agents are production-ready and market-proven. They execute multi-step analytical workflows, monitor performance continuously, detect anomalies, and communicate structured recommendations to your team via Slack, Teams, or email.
Here are a few examples:
Data Quality Agent
Proactive flagging of duplicates, anomalies, and hygiene issues
Pipeline Health Agent
Continuous coverage analysis with early-warning risk signals
Deal Inspection Agent
Automated deal-level quality and risk scoring
Decision Agent
Simulate revenue outcomes and find the best path forward
Four Intelligence Modules
One platform founded on Investor-Grade Truth™.
Four buyable intelligence modules:
Revenue, Pipeline, Marketing, and BI / Reporting.
Module 01
Revenue Intelligence
Automated ARR/MRR · Retention Analytics · Renewals Management · Revenue Forecasting
Deep subscription expertise meets flexible technology. Discern delivers 100% precise ARR/MRR, NRR, and GRR calculations — even for the most complex subscription models — plus forward-looking visibility into upcoming subscriptions, expirations, and their impact on revenue.
Module 02
Pipeline Intelligence
Pipeline Analytics · AI Forecasting · Capacity Planning · Rep Performance
Investor-Grade Truth™ across pipeline, bookings, forecast, and revenue — ensuring metrics reconcile cleanly across systems. Five powerful AI agents and scenario-driven capacity planning give revenue leaders the confidence to shape the narrative instead of reacting to surprises.
Module 03
Marketing Intelligence
Campaign Attribution · Funnel Analytics · Lead Cohort Performance
Harmonize full lifecycle data across your marketing automation system, CRM, and ad platforms. Attribute pipeline and won deals to every touchpoint — then monitor real-time funnel activity against targets so you know which campaigns actually drive revenue.
Module 04
Business Intelligence & Reporting
200+ KPIs · Custom Dashboards · Board Decks · PE Reporting Packages
The board deck that builds itself. Track real-time KPI performance against targets across every function of the business. Auto-generate branded PowerPoint, Excel, and PDF reports — scheduled and delivered weekly or monthly. Replace scattered tools and manual reporting with one consistent source of truth.
For Deal Teams
GTM Due Diligence
Turn raw pipeline data into IC-ready analytics and revenue forecasts in minutes. Validate management projections, flag data quality issues, and generate branded investment committee outputs — at half the cost of traditional consulting.
For Operating Partners
PortCo GTM Diagnostics
A consistent, always-current view of pipeline health, ARR trends, retention, and forecast risk across every portfolio company. Each company keeps its own data and stages — you see comparable metrics across the portfolio.
Partnerships that Scale
Case Studies
AI-Driven, Investor-Grade Truth™ Starts Here
See why 30+ B2B software companies and the PE firms that back them trust Discern to deliver the numbers that matter.