Model ML
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Model ML firmographics
Firmographics- Name
- Model ML
- Legal name
- ModelML Inc.
- Website
- https://modelml.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Model ML industry classification
Industry- Product category
- AI Workflow Automation for Financial Services
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)
- akta.pro secondary industries
- AI/ML Engineering & Model Development Services (BPAEAHAF), MLOps/LLMOps & Model Lifecycle Management Services (BPAEAHAH), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA), Enterprise Foundation Model Integration & APIs (Connectors, Governance, Deployment) (HDAAACAO), Model Governance, Approval Workflows & Auditability (HDAAABAJ)
Keywords
Where Model ML is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Model ML business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Enterprise SaaS subscriptions with hybrid pricing: B2B enterprise subscriptions sold to financial institutions, asset managers, PE/VC firms, and consulting firms. The Senior Finance Manager job description references 'complex contracts and hybrid pricing' managed through invoicing systems, indicating a combination of subscription, usage-based, and outcome-based components tailored to each enterprise deal.
- Implementation, onboarding, and forward-deployed engagement services: Forward-deployed Engagement Managers and Enterprise Account Leads build bespoke use cases, templates, and demos per customer, run weekly feedback sessions, and provide customer success services; this professional-services-style engagement is included as part of enterprise contracts.
- Add-on modules (AutoCheck, Notetaker, PPT Export, AI Modules, Email Agent): Cross-sell and upsell of additional platform modules (Document Review/AutoCheck, Notetaker, PPT Export, AI Modules, Email Agent) on top of the base Workflows/Grids/Chat subscription, enabling land-and-expand expansion within enterprise accounts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Annual | Enterprise custom pricing — quote-based, not publicly disclosed |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels11 records
Model ML product offering
Product offeringCore offering
Model ML is an agentic AI platform for financial services that automates multi-step workflows such as pitch decks, due diligence reports, IC memos, CIMs, tearsheets, and earnings previews. It bundles five modules — Workflows, Grids, Chat, Document Review, and Notetaker — with autonomous AI Modules and Microsoft Office Add-ins, deployed as a single-tenant platform on Microsoft Azure for enterprise financial institutions, asset managers, PE/VC firms, and consulting firms.
Product overview
Model ML is a unified AI workflow builder platform for financial services, structured as a core platform with named modules and features. The core Model ML Platform provides the secure, single-tenant, Azure-hosted foundation. On top of it, five named modules — Workflows, Grids, Chat, Document Review, and Notetaker — form the primary user surface, supported by AI Modules (autonomous digital employees) introduced in July 2025 that orchestrate multi-step agentic work. Feature additions such as PPT Export, AutoCheck, AutoFix, Office Add-ins for PowerPoint/Excel/Word, Email Agent, the Desktop App, Skills/Templates/Memory, and Workflow Loops extend those modules. The platform also incorporates acquired technology: Captide (financial data layer for AI agents, joined February 2026) and Flippr (AI presentation review, joined April 2025, now AutoCheck).
Differentiator
Problem solved
Functional benefit
Brands
- AI Modules: Autonomous digital employees by Model ML that execute complex multi-step workflows in finance.
- AutoCheck
Products and services
- Workflows End-to-end automation of multi-step financial workflows — including pitch decks, diligence reports, CIMs, IC memos, tearsheets, and earnings previews — producing client-ready Word, PowerPoint, and Excel deliverables in the firm's custom format. Designed for enterprise financial institutions, PE/VC firms, and consulting firms.
- Grids Structured workspace that runs thousands of simultaneous prompts across large datasets with full source citation, enabling compound intelligence and repeatable template-driven analysis at scale. Pairs with Notetaker and integrates PitchBook, FactSet, and Capital IQ data.
- Chat Conversational interface that answers research questions and delegates entire workflows such as building a pitch deck in PowerPoint or a DCF in Excel from scratch. Syncs internal documents with external data sources and includes Microsoft Office plug-ins for in-file refinement.
- Document Review AI review engine that scans decks, memos, and financial documents for spelling and grammar, page reference errors, logic and consistency issues, formatting problems, calculation errors, numerical consistency across pages, narrative-vs-chart mismatches, and placeholder/broken-list issues. Errors are categorized by severity with a heatmap view and version-comparison mode.
- Notetaker Automated meeting transcription and summarization with prep notes and attendee profiles. Includes audio-only recording mode for privacy, retention controls, and organisational governance over which meetings can be recorded; summaries can be exported into polished slide decks.
- AI Modules Autonomous 'digital employees' that execute complex multi-step finance workflows including data gathering, analysis, and branded PowerPoint/Excel deliverables. Supports Skills, Templates, Memory, Customisable Surfaces, Email Agent, Workflow Loops, and Office Add-ins.
Companies that use Model ML
Customer profileIdeal customer profiles2 records
Model ML technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability13 records
Feature10 records
Model ML partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core and flagship.
- SS&C IntralinkscoreIntegration announced June 17, 2026 with SS&C Intralinks DealCentre AI, the AI-enabled dealmaking platform. Teams can connect an Intralinks data room directly to Model ML and work from approved deal content in the Model ML workspace or via Microsoft Office plug-ins, with modeling, diligence, and drafting running against the deal's current state under Intralinks' security, governance, and compliance controls. Available to all Model ML customers running active deals on Intralinks DealCentre AI.
- CaptideflagshipAcquisition announced February 12, 2026: Model ML acquired Captide, a London-based financial data layer provider that converts corporate filings and disclosures into LLM-ready documents for AI agents. Captide's platform spans 2.5M+ documents and supports 1B embeddings. The acquisition enables citable retrieval of global corporate disclosure data inside Model ML workflows.
- FactSetflagshipGlobal partnership announced May 10, 2025 to unlock real-time investment data; FactSet data is integrated into Model ML workflows and Chat, alongside PitchBook and Capital IQ.
- PitchBookflagshipStrategic data integration partnership announced September 30, 2025; expanded on March 11, 2026. Model ML integrates PitchBook's private capital market intelligence (9.8M+ private companies, 3M deals, 617K investors, 160K funds) into its agentic AI workflows. PitchBook has setup guides for Premium subscribers to enable Model ML.
- Third BridgecoreStrategic partnership to embed Third Bridge's library of high-quality expert interviews directly into the ModelML AI platform for institutional investors, enabling hedge funds and asset managers to access thousands of expert insights within Model ML's deep research workflows.
- TresVistaflagshipExclusive partnership to build industry-leading AI agents that redefine the future of advisory and investment services; announced July 29, 2025. TresVista serves as both customer and exclusive co-development partner for AI agents used in investment services delivery.
- OpenAIflagshipStrategic technology partnership: Model ML uses OpenAI models including GPT-4.1, o3, o4-mini (and Agents SDK) to power its platform. OpenAI published a joint case study with Model ML titled 'Model ML is helping financial firms rebuild with AI from the ground up.' Product updates indicate access to GPT-5.5 and additional OpenAI models.
- Microsoft (Azure)flagshipModel ML runs its agentic AI platform on Microsoft Azure, leveraging Azure Kubernetes Service, Virtual Machine Scale Sets, and Azure Monitor for a secure, single-tenant deployment with private networks, SOC 2 and ISO 27001 compliance, and one-hour customer onboarding. Microsoft featured Model ML as a startup program case study.
- PerplexitycoreModel ML integrated Perplexity's Sonar API to deliver real-time, cited web intelligence into analyst workflows with audit trails, source filtering controls, and compliance-ready features allowing firms to restrict research inputs to trusted outlets (Bloomberg, Thomson Reuters, FT).
- S&P Capital IQflagshipPartnership announced April 26, 2025 for data integration; S&P Capital IQ data flows into Model ML workflows as a trusted external provider.
- FlipprcoreAcquisition announced April 7, 2025: Flippr's AI agents automate pitch deck feedback and document comparison. Technology integrated into Model ML's AI workspace and offered to all existing customers at no additional cost.
- National University of Singapore (NUS Enterprise)corePartnership with NUS Enterprise to provide advanced AI tools for automating research, data analysis, and workflow management, supporting innovation within the NUS community and expanding Model ML's presence in Southeast Asia.
- Lightspeed China PartnerscorePartnership to expand Model ML's agentic AI platform across the Asia-Pacific region, leveraging Lightspeed China's VC network to scale enterprise solutions in major financial markets. Model ML reports automating up to 80% of junior associate tasks via the partnership.
Recent moves8 records
Expansion highlights7 records
Model ML competitors and assessment
Company assessmentDirect peers
- Hebbia: Hebbia builds AI knowledge-worker products (Matrix) for financial analysts, automating tasks across documents and datasets. Directly comparable to Model ML's Grids and Workflows products in serving investment banks, PE firms, and asset managers with AI-powered analysis.
- AlphaSense: AlphaSense is an AI market intelligence platform serving enterprises with research, transcript search, and generative AI workflows. Competes head-on with Model ML's Workflows and Chat modules in delivering AI-augmented research and analysis to financial professionals.
- Glean: Glean is an enterprise AI search and agent platform that indexes internal company data and powers AI assistants. Overlaps with Model ML's data-aware workflows, RAG pipelines, and agent execution across enterprise knowledge bases.
- Harvey: Harvey builds domain-specific AI agents for professional services, with strong traction in legal. Shares Model ML's playbook of vertical AI agents for regulated knowledge work, embedded in enterprise workflows, and is highly comparable in go-to-market and product architecture.
Broad incumbents
- PitchBook: PitchBook is the dominant private capital markets data provider and a strategic Model ML partner. As PitchBook expands its own AI capabilities (setup guides, native integration with Model ML), it represents a broad incumbent whose AI features could overlap with Model ML workflows.
- FactSet: FactSet is a leading financial data and analytics platform serving investment managers, investment banks, and PE firms. As a Model ML integration partner, it also competes broadly in AI-augmented workflows across portfolio analysis, comps, and research.
- S&P Capital IQ Pro: S&P Capital IQ Pro is S&P Global's flagship financial intelligence platform for M&A, capital markets, and research workflows. Comparable in target customer (banks, PE, corporate development) and increasingly in AI capabilities (transcript summarization, generative search).
- Bloomberg Terminal: Bloomberg Terminal is the ubiquitous financial services workstation, now embedding AI features (Bloomberg GPT, AI summaries). It is a broad incumbent that bankers and analysts default to, and which Model ML must integrate with (via Office plug-ins) rather than displace.
- Microsoft 365 Copilot: Microsoft 365 Copilot is Microsoft's enterprise AI assistant embedded across Word, Excel, PowerPoint, and Outlook. While Model ML builds on Azure and offers deep Office plug-ins, Copilot itself represents a broad incumbent targeting the same knowledge-worker productivity surface.
Emerging players
- Tome: Tome is an AI-powered presentation and storytelling tool that overlaps with Model ML's PPT Export and Chat-to-PPT features. While Tome targets a broader market, it competes in the AI-generated slide-deck category that is core to Model ML's banker workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights8 records
Customer concentration
Model ML social profiles
Digital presenceModel ML compliance and trust
Trust signalCompliance5 records
Model ML financial estimates
Financial estimateRevenue estimate
Valuation estimate
Model ML leadership team
Management profileNumber of profiles
Profiles5 records
Model ML subsidiaries and ownership
Company hierarchySubsidiaries2 records
Model ML funding detail
Funding detailFunding overview
Funding rounds5 records
Investors14 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Model ML M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Model ML
What does Model ML do?
Model ML is an agentic AI platform for financial services that automates multi-step workflows such as pitch decks, due diligence reports, IC memos, CIMs, tearsheets, and earnings previews. It bundles five modules — Workflows, Grids, Chat, Document Review, and Notetaker — with autonomous AI Modules and Microsoft Office Add-ins, deployed as a single-tenant platform on Microsoft Azure for enterprise financial institutions, asset managers, PE/VC firms, and consulting firms.
Is Model ML a public or private company?
Model ML is a private company. It is classified as venture growth investor backed and is currently operating.
When was Model ML founded?
Model ML was founded in 2023. It employs 101 to 250 people.
Where is Model ML based?
Model ML is headquartered in New York, United States, in the North America region.
How does Model ML make money?
Three revenue lines are on record. Enterprise SaaS subscriptions with hybrid pricing is the primary driver. The others are implementation, onboarding, and forward-deployed engagement services and add-on modules (AutoCheck, Notetaker, PPT Export, AI Modules, Email Agent).
Who are Model ML's main competitors?
Direct peers on record are Hebbia, AlphaSense, Glean and Harvey. Broad incumbents are PitchBook, FactSet, S&P Capital IQ Pro, Bloomberg Terminal and Microsoft 365 Copilot. Tome is listed as an emerging player.
Does Model ML have an API?
Yes. Model ML provides API options as part of its enterprise integrations. According to the security page, "Model ML provides connectors to email, cloud storage, and calendar providers, with each integration happening via a separate application with the minimum necessary permission claims." The Terms of Service state that the Services include a platform with customisable AI workflow APIs. A Senior Backend Engineer role references building "scalable backend services and APIs that power Model ML's AI workspace platform." The home page also references an "Agent Mode" at https://llms.modelml.com for AI agent operations. Model ML has published blog content on MCP (Model Context Protocol) for AI agent integration. Specific details on REST/GraphQL, authentication, rate limits, versioning, or sandbox are not publicly disclosed. Developer documentation is at llms.modelml.com.
What industry is Model ML in?
Model ML's product category is AI Workflow Automation for Financial Services. Its primary akta.pro industry code is HDAAACAF, Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent), with a secondary code of BPAEAHAF, AI/ML Engineering & Model Development Services. Its NAICS code is 541511 and its SIC code is 7371.