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.
Funding
Funding not disclosed
Founders
Product
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.
Target Audience
The primary target audience includes investment bankers, private equity professionals, and financial analysts who require efficient and accurate financial modeling tools.
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