Model ML, an AI-driven workflow automation startup that serves deal teams in financial services, has secured $75 million in Series A funding just one year after launching. FT Partners leads the round, with participation from Y Combinator, QED, 13Books, Latitude, and LocalGlobe, marking the raise as a follow-up only six months after the company’s seed round.
Based in San Francisco and operating additional offices in New York and London, Model ML equips deal teams to rapidly prepare pitch decks, investment memos, and diligence reports by offering AI Modules that generate client-ready Word, PowerPoint, and Excel deliverables directly from trusted data while matching exact prior formats.
CEO Chaz Englander says, “High-stakes business runs on documents: pitch decks, diligence summaries, and investment memos. But most firms still build them the hard way. Analysts spend entire weekends cross-checking numbers and formatting slides. Despite all that effort, mistakes still slip through because no one can realistically verify every data point in a 100-page deliverable. Our agents reason across data sources, write the code to extract and transform what’s needed, and generate finished, branded outputs with verification built in.”
He explains that the company recently executed a verification workflow, testing the AI against consultants from McKinsey and Bain on real Word and PowerPoint outputs. The consultants took more than an hour to finish the task, while Model ML completed it in under three minutes and still identified more errors.
Model ML operates under the guidance of a world-class advisory board that includes former HSBC CEO Noel Quinn and UBS chair Axel Weber. Moreover, the platform serves several of the world’s largest investment banks, asset managers, and consulting firms.
“Model ML is creating the blueprint for how modern financial services firms will operate,” says Weber. “In today’s world, precision and speed are essential; reputation and innovation are a must. Model ML delivers this at scale.”
