Preparing critical documents such as pitch decks and investment reports remains slow and error-prone, wasting valuable time for deal teams. Model ML offers an AI-powered workflow automation platform that produces client-ready documents directly from trusted data sources, replicating exact prior formatting with built-in verification.
Today, the startup raised $75 million in a Series A round led by FT Partners, with support from top investors including Y Combinator and QED, to expand rapidly in key financial centres such as New York, London, and Hong Kong.
The funding will support hiring more AI engineers and building strong customer support to ensure smooth integration. The company also aims to further advance its proprietary AI, fundamentally changing how financial advisory services operate.
Transforming how financial professionals operate
The company was founded by brothers Chaz and Arnie Englander, who bring a strong entrepreneurial history, having previously founded Fat Llama and Fancy, both backed by Y Combinator. Driven by firsthand experience of the inefficiencies within financial workflows and a passion for leveraging AI to solve pressing business problems, the Englanders envisioned Model ML as a means to transform how financial professionals operate.
Model ML’s technology is built around advanced agentic AI workflows that far surpass simple data extraction or chatbot interfaces. Its platform interprets complex data schemas, reasons across multiple data sources, generates the necessary code to extract and transform information, and delivers fully branded, high-fidelity deliverables.
In head-to-head tests against top consulting firms like McKinsey and Bain, Model ML completed tasks in under 3 minutes, compared to over 1 hour for consultants—and achieved superior accuracy, highlighting its distinct advantage. Unlike competitors such as ThoughtSpot, DataRobot, or UiPath, which focus on either data analytics or robotic process automation, Model ML combines deep financial workflow knowledge with unique AI verification capabilities explicitly tailored for financial services firms.
What’s next?
Looking ahead, Model ML plans to use its recent funding to fuel growth in key financial centres, including New York, London, and Hong Kong. The company aims to refine its platform further to scale across major banks, asset managers, and consultancies globally, redefining how complex financial advisory workflows operate with AI at their core.
