Y Capital Launches Yellowwood, an AI CFO Platform; YCFO Preview

Audio By Carbonatix

PHILADELPHIA--(BUSINESS WIRE)--Sep 17, 2025--

Y Capital announced today the launch of Yellowwood™, an AI CFO platform that helps leaders understand how investors view their business, align teams on priorities, and prepare for capital decisions. Snapshot, the platform’s first tier, is available now at no cost and delivers an investor-grade Company Health & Capital Strategy Report once per year.

Three-tier platform. Yellowwood is organized into three tiers. Snapshot delivers an investor-grade diagnostic of how the company will be evaluated today. Monitor will extend Snapshot with quarterly reports, a live KPI view, trends, and peer benchmarks, plus basic what-if scenarios on core finance drivers; an accounting system connection will be optional. Strategic Finance, the third tier, will move beyond investor readiness into planning and operations with unlimited reports, custom KPIs, complex scenarios, and board-ready packs; it will be designed to support day-to-day operations with live data when connections are enabled.

Introducing the Yellowwood CFO (YCFO™). In parallel, Y Capital is developing the YCFO, a fully interactive AI agent that will function as a dedicated, numbers-first teammate for CEOs and CFOs. Grounded in each company’s Yellowwood data, including reports, trends, and decision history, the YCFO will track performance, explain variances, surface tradeoffs, and propose actions and scenarios. With approval, it will operate the Yellowwood platform and maintain a complete audit trail. Think of the YCFO as JARVIS from Marvel’s Iron Man films: a conversational assistant that knows your company and industry, explains options, and helps your team make both tactical and strategic decisions.

What comes next for Snapshot users. The YCFO will be offered soon to Snapshot users to provide 24/7 support and guidance for decision-makers, and it will increase in power and value as more company information becomes available through Snapshot history and, over time, the Monitor and Strategic Finance tiers.

“Across my career I have seen too many companies under $100 million with a gap in the CFO seat,” said Eric Vest, Founder and Managing Partner of Y Capital. “Some rely on fractional coverage; some under-resource a full-time CFO; many lean on a Controller who keeps the books tight but cannot stay ahead of decision-making. The Yellowwood CFO will close that gap. It will act as an always-on, context-aware teammate that knows your company, your industry, and investor heuristics. It will help you decide, then have the platform execute with your approval. Our goal is for the YCFO to become a full-time member of your team.”

Y Capital’s value-creation approach. Yellowwood supports Y Capital’s vision to create value in portfolio companies through the application of AI and advanced technology by delivering investor-grade visibility and practical decision support for operators and boards.

For capital partners. The firm expects the platform to surface high-fit opportunities and will pilot secure partner access for non-conflicting capital partners with complementary mandates to receive qualified deal flow from Yellowwood. Participation will be by invitation and subject to company consent and governance controls.

Availability. Snapshot is live at https://ycapital.pe/yellowwood. Companies can join the waitlist to be notified as Monitor, Strategic Finance, and the YCFO become available: https://ycapital.pe/waitlist.

About Y Capital

Y Capital is a private equity firm focused on technology-enabled growth in traditional industries. The firm pairs strategic capital with operating experience and practical technology enablement across its portfolio. Y Capital intends to apply a portion of net revenue from Yellowwood to offset management fees for limited partners in future funds, subject to fund documents and applicable regulations. Y Capital plans to raise an inaugural fund targeting approximately $100 million in early 2026, subject to fund documentation and applicable regulations. This announcement does not constitute an offer to sell or a solicitation of an offer to buy any security.

Follow Y Capital and Eric Vest online:

Website: https://ycapital.pe

Yellowwood: https://ycapital.pe/yellowwood

Yellowwood CFO: https://ycapital.pe/ycfo

LinkedIn (Eric Vest): https://linkedin.com/in/ericbvest

LinkedIn (Y Capital): https://linkedin.com/company/y-capital-partners-llc

Forward-Looking Statements: This release includes forward-looking statements regarding product features, timelines, partner access, and fund plans. These statements are based on current expectations and assumptions and are subject to risks and uncertainties. Actual results may differ materially. Y Capital undertakes no obligation to update these statements.

Trademarks: Yellowwood and YCFO are trademarks of Y Capital Partners, LLC. JARVIS and Iron Man are trademarks or registered trademarks of Marvel Characters, Inc. and are used for identification only.

View source version on businesswire.com:https://www.businesswire.com/news/home/20250917743690/en/

CONTACT: Media Contact

Y Capital— Eric Vest —[email protected]— +1 (856) 281-1776

KEYWORD: UNITED STATES NORTH AMERICA PENNSYLVANIA

INDUSTRY KEYWORD: SOFTWARE DATA ANALYTICS FINANCE ARTIFICIAL INTELLIGENCE DATA MANAGEMENT ACCOUNTING PROFESSIONAL SERVICES TECHNOLOGY

SOURCE: Y Capital

Copyright Business Wire 2025.

PUB: 09/17/2025 10:07 AM/DISC: 09/17/2025 10:06 AM

http://www.businesswire.com/news/home/20250917743690/en