Superjoin builds custom AI agents that operate directly inside Excel, helping finance teams accelerate valuations, due diligence, and data analysis. The platform generates real formulas rather than hardcoded values, with full lineage tracing and checkpoints for auditable, reversible workflows. Trusted by over 20,000 finance professionals, it is SOC 2 Type II certified with zero data retention.
Funding
Funding not disclosed
Founders
Product
Problem
Finance professionals at private equity firms and investment banks spend thousands of hours annually on manual spreadsheet work—data entry, formula auditing, and reconciling numbers across tabs—rather than on actual analysis. Despite the scale of deals being executed, the core tools and workflows have remained largely unchanged for two decades, creating inefficiency and increasing the risk of errors in high-stakes financial models.
Solution
Superjoin deploys specialized AI agents that work natively inside Excel to automate valuations, due diligence, and data analysis workflows. The agents generate real formulas instead of hardcoded values, ensuring outputs remain dynamic and fully auditable. Users can trace cell references with AI-labeled lineage, navigate complex workbooks via in-line citations, and revert changes through one-click checkpoints. The platform also supports firm-specific templates that autocomplete with new input data and remembers user style preferences to personalize recurring tasks. Built with an enterprise-grade security posture, Superjoin is SOC 2 Type II certified, maintains zero data retention, and never trains on customer data.
Target Audience
Primary customers are finance teams at private equity firms, investment banks, and other financial institutions that rely heavily on Excel for complex modeling, deal execution, and data analysis.
Features
- AI agents that generate real Excel formulas rather than hardcoded values, preserving model integrity and dynamic recalculation
- AI-labeled lineage tracing that navigates complex workbooks end-to-end, showing exactly where each number originates
- In-line citation navigation that lets users jump directly to referenced cells and ranges from within the AI response
- Firm templates that standardize repeatable workflows and autocomplete with new input data
- Memories feature that learns and applies individual style preferences and frequently used workflows
- Checkpoints for version control, enabling one-click undo and revert of unwanted changes
- Web search and data integration connectors to bring external information directly into the spreadsheet environment