Model ML

Model ML is your Finance Agent wherever you are, whenever you need it. Made for investment banking, private equity, and advisory teams, it connects to your data in real time, works the way you do, and gets sharper with every deal. Produce client-ready pitchbooks, financial models, memos, and audits, right from your phone with Model ML.

AN AI AGENT THAT WORKS LIKE YOU

Teach your Agent how you work: your comp methodology, your LBO conventions, your memo style. Encoded once, applied every time. It remembers your business, your clients, and your last call, carried forward without being asked twice. Fully composable, governed, and customizable.

CLIENT-READY DELIVERABLES

Hand your Agent a target company and get back a 50+ page pitchbook in your house format. Build fully linked, multi-tab financial models where every cell is traceable to the source. Generate research memos, company primers, and sector overviews — structured, branded, and ready to circulate. Audit existing decks in a single click, reconciling every figure, chart title, and footnote against the source before the client ever sees them.

CONNECTED TO ALL YOUR DATA

Documents, data rooms, CRMs, and email — connected, retrieved, and cited. Your Agent reasons across CapIQ, FactSet, filings, and transcripts, with source material always on tap for valuation, due diligence, and deal work. Connect your internal systems and bespoke tools via MCP or API.

PICK UP RIGHT WHERE YOU LEFT OFF

Start your work in the mobile app and continue in the apps you already use. Same brain, same skills, same memory of last week's work.

WHEREVER YOU ARE, YOUR AGENT IS TOO

Talk to it and it talks back, in natural two-way voice conversation. Chat by text for quick back-and-forth on the go. Set triggers or email it, and finished work lands in your inbox.

THE BEST MODEL FOR EVERY TASK

A model-agnostic architecture routes every task to the best AI model for the job — and evolves as the ecosystem advances, so you're always working on the frontier.

Build custom agents in Model ML which help you:
▶ Assemble pitchbooks in your house format
▶ Build linked, traceable financial models
▶ Draft research memos and company primers
▶ Audit decks for errors, contradictions, and formatting drift
▶ Automate repeatable deliverables with Custom Agents
▶ Work hands-free with voice, text, or email
▶ Bring your own data into every task, cited to the source

ENTERPRISE-GRADE SECURITY

Purpose-built for enterprise financial institutions, with the strongest standards of security and compliance built into our core. ISO 27001 and SOC 2 certified, GDPR compliant.

Trusted by the world's leading financial institutions.