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
6.4
October 22, 2026
Share files into Model ML Model ML now appears in the share sheet of other apps. Share a PDF, document or image from Files, Mail, Safari or OneDrive and it opens a new chat with the file attached, ready for your question. Share while the app is locked and it waits for you to unlock. Made for iPad On iPad the app now fills the screen in any orientation. The sidebar stays pinned beside your chat, text sits in a comfortable reading column, and the inbox board shows several columns at once. Tap the menu button or swipe to hide and show the sidebar. Easier-to-read answers Headings, lists, quotes, code, tables and images in answers are laid out properly, with links in the accent colour. Copying an answer keeps its list markers and code intact. Fresh type and icons Text and icons across the app share one scale, so sizes and spacing match from chat to Meetings to Task Manager. Faster on long chats Long answers stream smoothly instead of stalling, and the side menu opens without a pause on long chat lists. Managed work accounts On Intune-managed accounts, file links open in a preview with a Share button instead of a page that never finishes loading. Fixes The keyboard comes up when you start a new chat and stays out of the way while the side menu is open.
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.
