ProductUnclaimedAIArtificial IntelligenceB2BEnterprise SoftwareFinanceFinancial ServicesSaaS

Model ML

by Model ML

AI workspace for financial services professionals that integrates with Excel, PowerPoint, and Outlook to produce client-ready materials.

modelml.com

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About

Model ML is a financial services AI platform that lives inside Excel, PowerPoint, Outlook, and firm-specific systems to help investment bankers, private equity teams, and asset managers produce client-ready materials, recognize patterns, and generate ideas in real time. Core capabilities include AI-powered workflows for deliverables, document review, notetaking, agentic dashboards, and data grids, all connected to internal and external data sources. The platform is built for investment banking, private equity, credit, and asset and wealth management, and is deployed forward by industry experts. It is ISO 27001 and SOC 2 Type II certified. Model ML is a product of Model ML.

Added via
web
Ownership
unclaimed

Where to go

For people

For agents

Nothing listed yet.

Product details

Product kind
Saas
Pricing model
Enterprise
Free tier
No
Open source
No

Platforms

webwindowsmacos

Use cases

investment banking deliverablesdue diligence automationpitchbook creationfinancial document reviewmeeting notetakingportfolio analysisclient presentation creation

Integrations

Microsoft ExcelMicrosoft PowerPointMicrosoft Outlook

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