What Mosaic does

Mosaic (legally Investor Technology Group, Inc.) is a cloud-native, AI-augmented SaaS platform purpose-built for financial deal modeling in private markets. The platform replaces spreadsheet-based LBO, DCF, and special-situations modeling with deterministic, rules-based algorithms that the founder has explicitly differentiated from probabilistic LLM-based approaches to avoid mis-linked formulas and hallucinated math. Core architecture combines the rules-based modeling engine with three proprietary AI components: Mosaic Vision (computer-vision reader of CIM/pitch-book screenshots, powered by OpenAI), Mosaic Autopilot (an AI agent that produces audit-ready models from email prompts in approximately five minutes), and Mosaic Deals Analytics (a firm-wide queryable analytics layer over every deal underwritten on the platform). All outputs are downloadable to Excel with working formulas to preserve transparency for deal teams.

Mosaic sells exclusively through a direct enterprise field-sales motion at annual contract pricing (quote-based, not publicly disclosed), with all prospects routed through a "Request a Demo" form and worked by field sales and inside-sales (GTM Associate) personnel. The primary customer segment is private equity buyout firms — the company reports that five of the ten largest global PE firms selected Mosaic as their digital deal modeling platform in 2025, and customers collectively manage over half a trillion dollars in AUM. Adjacent segments include investment banks (entered via an Evercore partnership in May 2025), pension plans (e.g., Ontario Teachers'), growth equity, corporate development, and private credit (identified as a Series A use-of-funds expansion target). The company is headquartered in New York (575 Fifth Avenue, 14th Floor) with a secondary office in Toronto and a London-based EMEA sales presence.

The company was founded circa 2020 by Ian Gutwinski out of a Harvard Business School dorm room after six years in private equity. It is venture-backed, having closed an $18 million Series A led by Radical Ventures in April 2026 (the only disclosed institutional round beyond an early $100K from Flybridge in April 2022). Operations are SOC 2 Type 2 and SOC 3 compliant, hosted on AWS, and report 99.98% uptime over a trailing 90-day window.

Name

Mosaic

Legal name

Investor Technology Group, Inc.

Website

https://mosaic.pe

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Mosaic is an AI-augmented SaaS platform that automates private-market deal modeling (LBO, DCF, special situations) for private equity firms, investment banks, and pension plans, replacing error-prone Excel workflows with deterministic rules-based engines and AI agents.

Ownership category

akta.pro rank

Product category

Financial Modeling Software

NAICS

Software Publishers (513210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industries

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), Business Intelligence, Reporting & Visualization Services (BPAEAHAD)

Keywords

• Deal modeling software
• Private equity analytics
• LBO modeling platform
• Investment banking tools
• Digital deal modeling

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Digital Deal Modeling Platform): Enterprise SaaS subscription to Mosaic's Digital Deal Modeling platform, with customers including leading private equity firms (Warburg Pincus, Bridgepoint, CVC, New Mountain), investment banks (Evercore), pension plans, and corporate development teams. Pricing is not publicly disclosed — prospects request a demo and are routed to a sales conversation. Mosaic Deals Analytics is available to all enterprise partners without upgrade.
2. Enterprise Tier Expansion (Investment Banking & Private Credit): Series A proceeds earmarked to expand product capabilities across PE workflows and accelerate expansion into adjacent markets including investment banking and private credit, indicating land-and-expand within existing PE accounts and new logo acquisition in banking/credit.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Mosaic is a cloud-native AI-driven Digital Deal Modeling SaaS platform for private markets that combines deterministic, rules-based financial modeling algorithms (for LBO, DCF, merger, Sources & Uses, debt, tax, and returns schedules) with AI components including Mosaic Vision (an AI-powered financial model reader/translator) and Mosaic Autopilot (an AI agent that generates audit-ready models from email prompts in roughly five minutes). It is sold to private equity firms, investment banks, pension plans, and corporate development teams to replace manual Excel-based deal modeling.

Product overview

Mosaic is a single unified AI-driven Digital Deal Modeling™ platform (mosaic.pe) augmented by three named add-on products/modules: Mosaic Vision™ (AI-powered financial model reader/translator), Mosaic Deals Analytics™ (cross-deal analytics & reporting layer), and Mosaic Autopilot (AI agent that generates audit-ready models from email prompts). The core platform is organized around three primary use cases — Screen New Opportunities, Deal Team Collaboration, and Verify Excel Math — and further extended through a suite of Special Situations modeling modules (Dividend Recap, IPO Exit, Cost Savings, Sale Leaseback, Earn Outs, M&A/Tuck-ins, Tax Shields, Dividend Cash Sweeps). All Mosaic models are downloadable to Excel with working formulas for full transparency.

Differentiator

Problem solved

Functional benefit

Brands

• Mosaic Vision™: The world's first AI-powered financial model reader and translator, launched January 2024, enabling users to take a screenshot of financials and instantly adjust assumptions and run deal returns.
• Mosaic Deals Analytics™
• Mosaic Autopilot
• Digital Deal Modeling™

Products and services

• Mosaic Digital Deal Modeling Platform Core commercial-grade AI-driven deal modeling platform for private markets. Generates near-instantaneous deal math with rules-based algorithms that do not hallucinate or mis-link formulae. Supports LBO modeling, DCF analysis, deal screening, deal team collaboration, and Excel math verification. Outputs download to Excel with working formulas.
• Mosaic Vision AI-powered financial model reader and translator module that ingests screenshots of CIMs, pitch books, or investor presentations and lets users adjust growth rates, margins, and forecast items; clone upside, base, and downside cases; and add transaction assumptions to calculate IRR and MOIC without opening a spreadsheet.
• Mosaic Deals Analytics Analytics and reporting layer built on the Mosaic platform that enables partner deal teams to query their full database of models across up to three variables in the same visualization for comparability of valuation and operational metrics across all deals underwritten.
• Mosaic Autopilot Flagship AI agent on the Mosaic platform that uses deterministic, rules-based calculations to generate audit-ready financial models from email prompts in approximately five minutes, automating LBO and DCF tasks that traditionally require hundreds of hours of manual Excel work.
• Mosaic Special Situations Modeling Modules Suite of digital model extensions within the Mosaic platform supporting complex transaction types including Dividend Recapitalizations, Cost Savings, Mergers & Acquisitions (Tuck-ins and Transformational), Tax Shields, Sale Leasebacks, Dividend Cash Sweeps, IPO Exits, and Earn Outs, each with structured schedules, assumptions banks, and automatic tax/return handling.

Quantifiable outcome

• Up to 20x faster completion of core deal analyses such as LBOs and DCFs
• +4 more outcomes

Named customers18 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability12 records

Feature8 records

Partnerships

Two partnerships are on record, tiered flagship strategic partner for investment banking expansion and core data integration partner.

• Evercoreflagship strategic partner for investment banking expansionStrategic or Co-development Partner · 30 May 2025Strategic partnership announced May 30, 2025 to extend Mosaic's platform to investment banking modeling workflows across M&A and capital markets advisory. Mosaic simultaneously expanded its platform to serve investment banks. Evercore is both a Mosaic customer and a co-development partner for IB-specific modeling capabilities.
• S&P Capital IQcore data integration partnerTechnology or Integration · 25 November 2024Strategic integration announced November 25, 2024. Mosaic integrates S&P Capital IQ Data (fundamental financials, consensus estimates, real-time market pricing) to enable private equity firms and investment banks to conduct complex take-private analysis in under one minute, pairing Capital IQ's dataset with the user's differentiated judgements on capital structure and exit.

Scale indicators7 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Affinity: Affinity provides relationship intelligence and deal-flow CRM for private capital markets, including PE and VC firms. It is comparable to Mosaic because it targets the same end buyer (deal teams at PE/VC) and overlaps in the workflow layer between sourcing, relationship management, and deal execution.
• DealCloud: DealCloud is a CRM and deal management platform purpose-built for investment banks, PE, and capital markets firms. It is comparable to Mosaic because both sell into the same deal-team buyer with workflow software designed to replace shared-drive Excel processes for deal sourcing, tracking, and execution.
• Midaxo: Midaxo provides M&A deal pipeline management and collaboration software for corporate development and private equity deal teams. It is comparable to Mosaic because both target the same primary buyer (PE/corporate development) with software that replaces Excel-based deal tracking and modeling workflows.

Broad incumbents

• S&P Capital IQ Pro: S&P Capital IQ Pro is a global financial data, analytics, and research platform widely used by PE firms and investment banks. It is comparable to Mosaic because both serve PE/IB enterprise buyers with subscription software that combines financial data with workflow — and S&P is also a Mosaic integration partner for take-private analysis.
• Intralinks (SS&C): Intralinks, owned by SS&C, is a long-standing virtual data room and deal management provider for M&A, capital markets, and alternative investments. It is comparable to Mosaic because both serve enterprise PE/IB deal teams with software that competes against status-quo Excel workflows for transaction execution.
• Preqin: Preqin is a leading data and intelligence platform for alternative investments, including private equity, private credit, and infrastructure. It is comparable to Mosaic because both target PE and private credit professionals with subscription data/analytics software, with overlapping buyer personas at GPs and LPs.
• Pitchbook: Pitchbook is a leading financial data and research platform for private capital markets, including PE, VC, and M&A. It is comparable to Mosaic because both target PE deal teams with subscription software that combines data, workflow, and analytics — though Pitchbook's core is data while Mosaic's is modeling.
• Ansarada: Ansarada is an AI-powered deal-making platform combining virtual data rooms with deal management and workflow tools for M&A. It is comparable to Mosaic because both position AI-driven software as a modernization layer over legacy Excel/diligence workflows in the same IB and PE buyer base.
• Datasite: Datasite is an established M&A deal management and virtual data room platform used across M&A transactions globally. It is comparable to Mosaic because it serves the same IB/PE/M&A buyer with workflow software for deal execution, though its core focus is data rooms and diligence rather than financial modeling.

Emerging players

• 4Degrees: 4Degrees is a relationship intelligence and CRM platform for deal teams, with particular focus on private capital. It is comparable to Mosaic because both sell workflow/CRM-style software to PE deal teams to replace spreadsheets and shared drives, though 4Degrees is more focused on sourcing than modeling.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@mosaicpe
• LinkedInlinkedin.com/company/mosaic-pe
• Instagraminstagram.com/mosaic.pe
• Facebookfacebook.com/profile.php

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mosaic