Superjoin
Superjoin provides custom AI agents that work natively inside Excel to automate valuations, due diligence, and data analysis for finance teams. The agents generate real formulas rather than hardcoded values, trace cell references across workbooks for full auditability, and include features like firm templates, memory, and one-click checkpoints. Over 20,000 finance professionals use the platform, which is SOC 2 Type II certified with zero data retention.
- AI Agents
- Artificial Intelligence
- Financial Technology
- Data & Analytics
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Finance professionals at private equity firms and investment banks spend thousands of hours annually on manual spreadsheet tasks that are not analysis—such as data entry, formula auditing, and reconciling numbers across tabs. These workflows have remained largely unchanged for two decades, slowing deal execution and increasing the risk of errors in high-stakes transactions.
Solution
Superjoin provides custom AI agents that work natively inside Excel to handle valuations, due diligence, and data analysis. The agents write real formulas, not hardcoded values, and trace cell references across complex workbooks so users can verify every calculation. The platform includes in-line citations for easy navigation, firm-specific templates that autocomplete with new data, and memory features that adapt to user preferences. All changes are fully auditable and revertible, with zero data retention and no training on user data, meeting enterprise security requirements.
Target Audience
Primary customers are finance teams at private equity firms, investment banks, and other financial institutions that build complex models and conduct valuations or due diligence, including analysts, associates, and CFOs.
Features
- Generates real Excel formulas rather than static values, enabling full model functionality and downstream edits
- AI-labeled tracing of cell references across workbooks for end-to-end auditability
- In-line citations that allow users to jump directly to relevant cells and ranges
- Reusable firm templates that autocomplete based on new input data
- Memory features that remember user style preferences and frequent workflows
- One-click checkpoints for version control and reverting unwanted changes
- Built-in web search and data integration connectors for research and external data pulls
- SOC 2 Type II certification with zero data retention policies