About
This AI-powered finance agent assists investment banking, private equity, and advisory teams by generating client-ready pitchbooks, financial models, and memos. It connects to your data in real-time, learns your methodologies, and ensures enterprise-grade security.
What's New in Model ML
5.5
October 1, 2026
Organisations that use Microsoft Intune can now protect Model ML on your phone. If your workspace requires it, the app asks you to confirm your work Microsoft account once, applies your organisation's protection settings, and keeps its work data encrypted. First-time setup includes a quick app restart. Nothing changes for workspaces that don't use Intune. Also in this release: • Recording and notetaker controls appear only when your workspace allows them, so Calendar Only users see their meetings without recording buttons. • Links to published sites open in your browser instead of a viewer inside the app. • Workspace pages opened inside the app no longer show the "Open in the Model ML app" banner, and gain an Open in browser button.
MoreFAQ
What kind of financial documents can Model ML create?
Model ML can generate client-ready pitchbooks in your house format, fully linked financial models with traceable cells, research memos, company primers, and sector overviews.
How does Model ML ensure the security of financial data?
Model ML is purpose-built for enterprise financial institutions and adheres to the strongest security standards. It is ISO 27001 and SOC 2 certified, and GDPR compliant.
Can Model ML connect to my existing financial data sources?
Yes, Model ML connects to documents, data rooms, CRMs, and email. It can reason across CapIQ, FactSet, filings, and transcripts, and can connect to internal systems via MCP or API.
How does Model ML learn my specific work methodologies?
You can teach your Agent your specific comp methodology, LBO conventions, and memo style. Once encoded, it is applied every time, remembering your business, clients, and previous work.
Does Model ML have ads?
No, Model ML does not contain advertisements.
What devices is Model ML available on?
Model ML is currently supported on iPhone devices.
How often is Model ML updated?
The latest version is 5.5, and the app was last updated on October 1, 2026.
What is the user rating for Model ML?
Model ML has a perfect rating of 5.0 stars based on 5 ratings.
