The financial analysis platform for divorce financial professionals.
Built for CDFAs, CDSs, divorce CFPs, CPAs and financial neutrals. Your analysis is only as good as the balance sheet under it, and one overlooked account can undo the work. VennBoard builds the balance sheet from the client’s statements, so your work starts from verified numbers.
60-day pilot · No cost · One engagement
“I tested VennBoard with my own family’s financial statements before asking anyone else to trust it with theirs.” — Joti Basi, Founder
Where the hours go
The analysis is the easy part. Trusting the inputs is not.
Rebuilding the balance sheet
Every engagement starts with keying statements into a spreadsheet and auditing each row.
Models that disagree
Your projection says one thing; the attorneys’ worksheet says another.
Your credibility on the line
An account surfaces after signing, and your analysis is the first thing questioned.
Pre-tax versus after-tax
Two divisions that look equal before tax can be far apart after it, and clients rarely see that on a spreadsheet.
60-day pilot · No cost · One engagement
Compared
A chatbot gives you a figure. VennBoard gives you a model you can defend.
60-day pilot · No cost · One engagement
The workflow
From raw statements to analysis-ready numbers.
Statements in
The client uploads; you skip the data entry.
One record
Your models start from the same figures.
Numbers out
Export the property division to Excel, or share the schedules with the attorneys on the matter.
60-day pilot · No cost · One engagement
Common questions
Questions from divorce financial professionals
What does divorce financial analyst software do?
It analyzes each spouse’s cash flow, models how property is divided, calculates child and spousal support, and projects how a settlement plays out in the years ahead. VennBoard does all four, starting from the balance sheet it builds from your client’s statements.
Do spouses get separate portals, and can my working scenarios stay private?
Yes. Each spouse signs in separately, and you decide which schedules and scenarios either of them sees.
Does VennBoard handle RSUs and executive compensation?
Yes. RSU settlement-impact and executive-compensation calculators are included.
Can VennBoard value a defined-benefit pension?
Yes. It produces a present-value worksheet; you choose the assumptions.
Can clients enter their financial information before we meet?
Yes. They respond to your document requests and upload statements as soon as the matter opens, so the figures are ready when you sit down.
What else is included?
Support arrears worksheets, overnight counts that feed the support calculation, and education-funding planning.
Where are statements kept?
On U.S. cloud servers, open only to the professionals and parties on the matter.
Is two-factor authentication available?
Yes.
60-day pilot · No cost · One engagement
Also on VennBoard
One platform for the whole divorce team.
Family lawyers
Disclosure, schedules and pre-filled court forms in one matter.
Mediators
One shared set of numbers for both parties.
Divorce coaches
Clients who arrive with their paperwork in order.
See the VennBoard family law platform →
60-day pilot · No cost · One engagement
About the founder
“As a financial neutral myself, I know that skilled analysts spend more time rebuilding balance sheets than analyzing them. I built VennBoard so your analysis starts from figures that are already in order.”
Joti (Sukhjot) Basi, Founder, VennBoard · About Joti