Smalt AI provides an AI‑powered coworker that integrates with Gmail, Google Docs/Sheets, and Excel to automate end‑to‑end financial analysis tasks. It can build full financial models, conduct multi‑source research with citations, draft communications, and generate charts or presentations, delivering ready‑to‑use artefacts while keeping a human‑in‑the‑loop approval step.
Funding
Funding not disclosed
Founders
Product
Problem
Financial analysts, private‑equity associates, corporate‑development teams, and other deal‑focused professionals spend extensive time gathering data, building models, drafting research, and preparing communications, often switching between multiple tools and still delivering manual artefacts that require verification.
Solution
Smalt AI offers an AI‑powered coworker that can execute end‑to‑end knowledge‑work tasks on behalf of the user. By integrating directly with Gmail, Google Sheets, Excel, and other office applications, the platform can generate fully functional financial models (DCF, LBO, three‑statement), conduct multi‑source research with citations, draft emails and meeting briefs, enrich contact lists, and produce polished documents and visualisations. The system routes each request to the most suitable foundation model (Anthropic Claude or Google Gemini) and runs multi‑step workflows in parallel, delivering real Excel files with formulas, PowerPoint decks, and data‑driven charts that users can ship without further editing. Human‑in‑the‑loop safeguards ensure that no high‑impact actions are executed without explicit user approval, while full transparency logs all tool calls and sources.
Target Audience
Primary users are investment analysts, private‑equity associates, corporate‑development teams, investment‑banking analysts, and equity‑research professionals who need to produce high‑quality analytical deliverables quickly.
Features
- Integrated AI assistant that accesses Gmail, Google Docs/Sheets, and Microsoft Excel to create or edit real artefacts (e.g., Excel models with live formulas, PowerPoint decks)
- Financial modelling capabilities including DCFs, LBOs, sensitivity analyses, and three‑statement models generated from raw filings
- Multi‑source research engine that aggregates data, provides citations, and produces market maps or competitor analyses
- Automated email drafting, outbound outreach, and contact enrichment with optional approval before sending
- Live financial data retrieval and instant chart generation for cross‑ticker comparisons
- Parallel task execution using Claude and Gemini models, selecting the optimal model per request for speed and accuracy
- Enterprise‑grade security: encryption in transit and at rest, tenant isolation, compliance with Malaysia, Singapore, and Indonesia data‑protection laws, and no use of customer data for model training