The execution agent
for deal teams
Close more—without more headcount. Generate analyst‑grade deliverables across the deal process, from teaser to close.
What We Do
We create your deal deliverables from your templates—Excel models, PowerPoint slides, comp tables, buyers lists, and IC memos—and write them back to Excel, PowerPoint, and your CRM.
How It Works
AI
Our core technology is an agentic research platform that integrates reasoning LLMs with a data layer—built to compute across Excel, SQL, and Python and write results back to your files.
Services
We pair the platform with hands‑on help so your team sees value in week one.
Capacity & Throughput
See how agent assistance changes throughput. Adjust the parameters below to understand capacity gained and extra deals you can run with the same team.
Calculator estimates vary by deal scope, templates, and review processes.
Traditional vs Agentic
See the difference between traditional deal execution and our agentic approach.
Infinite scale,
expert validation,
instant impact.
Traditional Deal Team
Patterns: Agentic Deal Execution
Speed to deliverables
Quality & accuracy
Scale & capacity
Cost structure
Speed to deliverables
Quality & accuracy
Scale & capacity
Cost structure
Access & Security
Cloud, private cloud (VPC), or fully air‑gapped on‑prem. Pick the environment that matches your firm’s requirements.
Use leading cloud models (GPT‑4, Claude, Gemini), dedicated private endpoints, or open‑source models for maximum control.
- SOC 2 Type II and ISO 27001 programs
- Encryption in transit and at rest
- SSO/SAML, RBAC, least‑privilege
- Audit logs and environment isolation
- No data retained beyond processing
Team
Every M&A deal generates the same grunt work: comp tables, buyer lists, LBO models, IC memos. Junior analysts spend 60-80% of their time on repetitive tasks that could be automated.
We're building the execution agent that eliminates this bottleneck. Patterns handles the heavy lifting so your team can focus on judgment, relationships, and deal-making—the work that actually drives value.
Led by operators who've lived through the late nights building models and know exactly where AI can transform deal execution.
Ex-Investment Banker
What you'll do: Shape our product roadmap by translating real deal execution pain points into AI-powered solutions. Own client relationships with PE/IB teams, design workflows that eliminate grunt work, and ensure our automations actually work in practice.
What we're looking for: 3-7 years at a top-tier bank or PE shop. You've built countless models, know every Excel shortcut, and can spot a bad comp table from across the room. Bonus points if you've automated parts of your workflow or wished you could.
Why you'll love this: Finally build the tools you always wished existed. Work with cutting-edge AI while solving problems you've lived through. Help other analysts escape the 3am model-building grind.
AI Engineer
What you'll do: Build production AI systems that handle real financial data and generate analyst-grade deliverables. Design LLM workflows for document extraction, financial modeling, and research automation. Own the technical architecture that makes AI reliable for high-stakes decisions.
What we're looking for: Strong Python/ML background with production LLM experience. You understand both the power and limitations of current AI models. Experience with financial data, Excel automation, or document processing is a huge plus.
Why you'll love this: Work on AI applications that actually matter—helping smart people escape tedious work. Build systems that handle billions in deal value. Shape the future of how finance teams operate.
Ready to Join?
We're looking for people who've felt the pain of manual deal execution and want to build the solution. If you've ever thought "there has to be a better way," let's talk.
Apply to Join Our TeamHelp us eliminate the grunt work that's holding back every deal team.