Financial research chat
Ask questions across filings, data rooms, call notes, and connected data sources. Chat supports quick lookups and longer research tasks with multiple steps.
Model ML
Freemium
AI research and workflow tools for financial services teams
O que é Model ML?
Model ML is an AI finance agent for investment banking, consulting, private equity and credit, and asset and wealth management teams. It connects internal documents with external financial data to support research, analysis, and the preparation of financial deliverables.
The platform combines conversational research with structured analysis across documents and companies. Teams can delegate work through Chat, interact with an agent by phone, message, or email, and edit outputs within Microsoft Office applications. Model ML also offers configuration around a firm's business, communication style, memory, and delivery preferences.
O que Model ML pode fazer?
Deliverable generation
Delegate workflows such as building a pitch deck in PowerPoint or a discounted cash flow model in Excel from scratch.
Structured analysis with Grids
Run prompts across many documents and companies using reusable templates. Grids can populate memos, tearsheets, and comparable company analyses, with source citations for verification.
Interactive financial dashboards
Create dashboards using live data, internal and external sources, and source attribution. Changing assumptions recalculates returns, bridges, and debt schedules.
Connected financial data
Combine uploaded internal documents with external sources including PitchBook, FactSet, and Capital IQ to supply inputs for research and analysis.
Agent access and triggers
Speak with the agent in two-way conversations, exchange messages, or assign work by email. Set triggers and receive completed work in your inbox.
Casos de uso
“Prepare an investment banking pitch”
Start with a company research request, then delegate the creation of a PowerPoint pitch deck. Refine the resulting slides within the Office plug-in.
“Compare diligence findings across companies”
Apply a shared Grid template across documents and companies to prepare consistent memos or tearsheets. Review cited sources when investigating individual findings.
“Explore investment assumptions”
Use an interactive dashboard to adjust assumptions and examine how returns and debt schedules change during financial analysis.
“Request work away from the desk”
Use calls or messages while travelling to discuss research or assign tasks. Email-based delivery lets completed work arrive in the inbox.
Perguntas frequentes
Can teams use Model ML within Microsoft Office?
Model ML provides plug-ins for Excel, PowerPoint, and Word, allowing users to refine and edit work without leaving the file.
Can the agent be configured for a firm's way of working?
The agent can be taught what the business does, how it communicates, what it remembers, and how it delivers work. Model ML describes bespoke implementation supported by industry experts.
What security standards does Model ML list?
Model ML lists ISO 27001, SOC 2 Type II, and GDPR on its website, alongside commitments to data privacy, confidentiality, and control.
How can a team get started?
Model ML offers a demo booking flow for teams interested in evaluating the platform.
Informações rápidas
- Product category
- AI finance agent
- Primary users
- Investment banking, consulting, private equity and credit, asset and wealth management
- Additional suite tools
- Document Review, Notetaker, and Sites
- Website
- modelml.com
Análise de tráfego de Model ML
Os dados de tráfego são apenas para referência.
- Classificação do domínio
- 39
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