Nummo

About Nummo

Nummo is an AI co-pilot that automates the creation of complex financial models for investment banking and private equity professionals. It generates accurate DCF, Public Comps, M&A Comps, and LBO models by referencing live market data and filings while maintaining a human-in-the-loop workflow. The platform ensures data privacy by deploying locally and offers features like instant model updates via chat and senior-level assumption review.

```xml <problem> Investment banks and private equity firms face challenges in efficiently creating and analyzing complex financial models, often relying on manual processes that are time-consuming and prone to errors. Traditional spreadsheet-based modeling can be slow, requiring significant analyst time and potentially delaying critical investment decisions. </problem> <solution> Nummo provides an AI-powered co-pilot designed to automate financial modeling workflows for investment banking and private equity professionals. The platform accelerates the creation of DCF, Public Comps, M&A Comps, and LBO models, increasing productivity while maintaining human oversight. Nummo leverages a finance and accounting AI to reference filings, precedents, and market data, ensuring model accuracy. The system preserves familiar spreadsheet shortcuts and layouts, layering AI assistance onto existing workflows. Nummo can be deployed locally behind a firm’s firewall, ensuring data privacy and security. </solution> <features> - AI-powered automation of DCF, Public Comps, M&A Comps, LBO, and merger models - Chat interface for instructing the AI and revising model assumptions - MD Model Reviewer that flags unrealistic assumptions and formula errors - Real-time market data feeds, accounting updates, and filings integration - Version management for tracking model iterations and reverting changes - Local document upload for parsing sensitive PDFs, PPTs, and Excel files - Integration with Google Drive, Slack, Stripe, Trello, Mailchimp, Asana, HubSpot, PayPal, and Zendesk </features> <target_audience> The primary target audience includes investment bankers, private equity professionals, and financial analysts who require efficient and accurate financial modeling tools. </target_audience> <revenue_model> Nummo offers tiered pricing plans, including a Starter Plan at $199/month, a Pro Plan at $399/month, and an Enterprise Plan at $799/month, with varying features and support levels. </revenue_model> ```

What does Nummo do?

Nummo is an AI co-pilot that automates the creation of complex financial models for investment banking and private equity professionals. It generates accurate DCF, Public Comps, M&A Comps, and LBO models by referencing live market data and filings while maintaining a human-in-the-loop workflow. The platform ensures data privacy by deploying locally and offers features like instant model updates via chat and senior-level assumption review.

Who founded Nummo?

Nummo was founded by Joon Lim and Matthew Lee.

  • Joon Lim - Cofounder of Nummo
  • Matthew Lee - Co-founder / CEO of Nummo
Employees
2 employees

Nummo

Executive Summary

Nummo is an AI co-pilot that automates the creation of complex financial models for investment banking and private equity professionals. It generates accurate DCF, Public Comps, M&A Comps, and LBO models by referencing live market data and filings while maintaining a human-in-the-loop workflow. The platform ensures data privacy by deploying locally and offers features like instant model updates via chat and senior-level assumption review.

nummo.xyz100+

Funding

No funding information available.

Team (<5)

Matthew Lee

Co-founder / CEO of Nummo

Joon Lim

Cofounder of Nummo

Company Description

Problem

Investment banks and private equity firms face challenges in efficiently creating and analyzing complex financial models, often relying on manual processes that are time-consuming and prone to errors. Traditional spreadsheet-based modeling can be slow, requiring significant analyst time and potentially delaying critical investment decisions.

Solution

Nummo provides an AI-powered co-pilot designed to automate financial modeling workflows for investment banking and private equity professionals. The platform accelerates the creation of DCF, Public Comps, M&A Comps, and LBO models, increasing productivity while maintaining human oversight. Nummo leverages a finance and accounting AI to reference filings, precedents, and market data, ensuring model accuracy. The system preserves familiar spreadsheet shortcuts and layouts, layering AI assistance onto existing workflows. Nummo can be deployed locally behind a firm’s firewall, ensuring data privacy and security.

Features

AI-powered automation of DCF, Public Comps, M&A Comps, LBO, and merger models

Chat interface for instructing the AI and revising model assumptions

MD Model Reviewer that flags unrealistic assumptions and formula errors

Real-time market data feeds, accounting updates, and filings integration

Version management for tracking model iterations and reverting changes

Local document upload for parsing sensitive PDFs, PPTs, and Excel files

Integration with Google Drive, Slack, Stripe, Trello, Mailchimp, Asana, HubSpot, PayPal, and Zendesk

Target Audience

The primary target audience includes investment bankers, private equity professionals, and financial analysts who require efficient and accurate financial modeling tools.

Revenue Model

Nummo offers tiered pricing plans, including a Starter Plan at $199/month, a Pro Plan at $399/month, and an Enterprise Plan at $799/month, with varying features and support levels.

Sources:

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