Model ML is an AI-powered research and workflow automation platform for investment banking and PE, automating pitch decks, memos, and diligence packages.
AI-powered research and workflow automation platform for investment banking and PE, automating pitch decks, investment memos, cross-document bundles, and due diligence packages using agents and no-code workflow design.
Key Features
Agentic document production (pitch decks, IMs, diligence packages)
No-code workflow designer
External data integrations (PitchBook, Crunchbase)
Single-tenant Azure architecture
Formatting verification layers
AI Capabilities
AI agents interpret data schemas, generate transformation code, and assemble institutional documents; NLP-based cross-document analysis and verification; no-code agentic workflow automation.
Integrations
PitchBook, Crunchbase, Microsoft Azure (native), Microsoft Office (Excel, Word, PowerPoint)
What sets it apart
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Single-tenant Azure deployment gives each client full data isolation — key for regulated financial institutions
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Acquired Flippr and Captide to expand data enrichment and market intelligence capabilities
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Raised $87.5M total ($75M Series A in Nov 2025), signaling rapid institutional adoption
Key Facts
- Category
- Strategic Finance & Analysis
- Founded
- 2023
- Pricing
- Subscription
- Deal Stage
- Transaction
- Target Market
- Investment Banking, PE, Family Offices
