Chaz Englander
CEO and Co-founder
Profile summary: Model ML • CEO and Co-founder
Model ML
Model ML provides an AI-powered finance agent that integrates directly into Excel, PowerPoint, Outlook, and proprietary firm systems to automate research, analysis, and client-ready material creation for financial professionals. The platform offers workflows, grids, document review, chat, notetaking, and agentic dashboards tailored to investment banking, consulting, private equity, and asset management. It pulls from trusted external sources like PitchBook, FactSet, and Capital IQ alongside internal systems to produce deliverables grounded in firm-specific templates and data.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated yesterday
Funding
Raised to date
$100MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
$87M across 2 disclosed rounds
FPHA+2Not disclosed · Undisclosed
Announced Aug 2026 · from article date
Disclosed cumulative: $87M
3/3
Reported total $100M
Incomplete round history. $13M of the $100M reported total isn’t matched to a known round (1 known round has an undisclosed amount).
RoundDateAmountValuationInvestors
Founders
Product
Problem
Financial professionals in investment banking, consulting, private equity, and asset management spend significant time on manual, repetitive tasks such as building presentations, drafting documents, conducting research, and preparing client-ready materials. These workflows are time-intensive, error-prone, and pull attention away from higher-value analytical thinking and client engagement.
Solution
Model ML provides an AI-powered finance agent that embeds directly into the tools financial professionals already use, including Excel, PowerPoint, Outlook, its own application, and a firm's internal systems. The platform automates entire workflows—from research and analysis to material creation—producing client-ready documents, decks, and financial models tailored to each firm's templates and style. It integrates with trusted external data providers like PitchBook, FactSet, and Capital IQ, as well as internal sources such as SharePoint and DealCloud, to ground outputs in reliable information. The agent also recognizes patterns, generates ideas, and works in a manner consistent with the user's own approach, enabling professionals to think deeper and move faster.
Target Audience
Primary customers are financial institutions including investment banks, consulting firms, private equity and credit funds, and asset and wealth management firms that need to automate research, analysis, and client material production.
Features
- Workflows that automate end-to-end deliverables, including take-private advisory materials, CIM drafting, management presentation prep, IC memo automation, and earnings preview/review
- Grids that compound intelligence across multiple data points for structured analysis
- Document review capabilities that identify errors and inconsistencies with precision
- Chat interface for conversational interaction with the agent
- Notetaker that captures and organizes meeting information automatically
- Agentic dashboards that provide living, dynamic views of ongoing work and data
- Integration with external data sources (PitchBook, FactSet, Capital IQ) and internal systems (SharePoint, DealCloud)
- Trigger options: manual, scheduled, or event-based (e.g., earnings release)
- Institution-grade security with ISO 27001, SOC 2 Type II, and GDPR compliance