Model ML

The AI workspace for finance

Model ML is the agentic AI platform built for the world's leading financial institutions — investment banks, private equity firms, hedge funds, and consultancies.

Set up a workflow once, and Model ML runs it: pulling the data, building the output, and tracing every figure back to where it came from in your firm's formats. It draws from the sources you already trust like PitchBook, Capital IQ, and your internal data.

What you can do

Research anything, instantly. Ask a question and Model ML's agents go to work across filings, transcripts, broker research, news, expert networks, and your firm's own data — returning answers grounded in primary sources, with citations you can click.

Spread comps and build models. Point Model ML at a peer set and get a comps table in seconds. Generate sensitivity analyses, populate assumption sheets, and run scenarios — all sourced, all auditable.

Extract from documents at scale. Drop in a 10-K, a CIM, or a stack of transcripts. Model ML reads them, pulls the line items that matter, and structures them for you.

Draft the deliverable. IC memos, sector primers, pitch pages, market wraps. Model ML builds the first draft from primary data so you can spend your time on judgement, not formatting.

Work where you already work. Model ML brings its agents directly into Excel, PowerPoint, Word, and Outlooks so the work moves with you.

Why teams choose Model ML

Built for finance. Purpose-built for the work that investment banks, private equity firms, hedge funds, and consultancies actually do.

Every answer is sourced. Click any figure, name, or claim to see the document, page, and passage behind it.

Enterprise-grade security. SOC 2 Type II certified. Your data stays yours. No training on customer content, ever.

Connects to everything. Public filings, broker research, expert networks, your firm's data room, and internal knowledge — one interface, every source.