Today we're launching Financial Modeling Autopilot. It's the first AI that operationalizes financial modeling across your entire book of coverage. Autopilot builds and updates models the way you would, fully in the background, and in a way you can fully trust.

Until now, the best way to use AI in financial modeling was a copilot. That's where we started: Financial Modeling Copilot learned how each analyst models and worked alongside them in Excel. Autopilot takes that a step further by connecting to models across your entire coverage, then works in the background to monitor for new releases, keeps the entire book up to date, and builds new models just like each analyst would. more here:

Deterministic checks validate the work, and every updated cell traces back to its exact source, so analysts can quickly see what changed and why. This gives research teams a way to scale each analyst’s unique edge across more companies, go deeper on the names they already cover, and spend more time on the work that actually differentiates their research.

what's cool is Autopilot can do this work at scale and in parallel, with each agent getting its own dedicated computer to work on. Especially helpful for days when multiple companies you cover report at once, or when you want to model out an entire sector. currently live at select banks, asset managers and hedge funds. comment below and I'll send you a link to get access

good stuff

thanks!

This is insane!

Thanks Murray - appreciate your kind words. Sharing more with you in a DM shortly

Junior analyst roles are getting nuked

it’s a good time to sharpen specific differentiable skillsets at the least.. then you can leverage something like this to amplify your strengths

Junior analysts can still add value in this new world of ai but their role is changing and they need to develop new skills. The good ones will 10x more productive now which means they should be able to add even more value to their team.

💯 imo a very exciting future for anyone that’s ambitious and willing to learn.

Great to see more technology on this!

For some time there's been a lack of focus on solutions for equity research that actually work well and are exciting to use...

Everyone’s a data labeling co, but no one is delivering the stepwise capability improvements in a useable way to enterprises. Congrats on the launch 🚀

A huge focus of ours is to provide actual outcomes for investment teams so they can scale themselves. Thanks , krish!

So exciting!

It's definitely fun to work on, that's for sure

Gamechanger!

thanks chris - just shot you a link to get access

today’s analysts will never know my pain

yeah things were tough in your time kobe.. wish we could've released this sooner..

Looks amazing

sent you a link!

🔥🔥

🚀

great product idea!

hey thanks adrian - just forwarded you the link to try

Exciting stuff!

forwarded a link with more - let me know what you think!

Looks fire

🔥

Super exciting, much more to come!

Let’s go!

Congrats on the release dude

thanks dunc, looking forward to catching up soon!

Amazing product!

appreciate your kinds words, yash!

This is awesome.

thanks man - sent you a link to try it out, check your dm!

lfg congrats on the launch team <3

Thanks a lot Adish!!

Very interested, just DM’ed!

checking

Sweet

sent you a link to try it yourself

Can I get a link to try this? Thank you!

sent msg

Sweet ! Congrats on the launch. Would love to give it a go

happy to let you try - sent you a link

Cool stuff! Any versions for individual investors?

sent you a link with more info

Would be interested to check it out. How’s the different than Clause building models?

this is the full end to end platform for managing the investment research modeling process. can spin up n models in your exact methodology, and have them maintained in the background, in a way you can trust. claude is great for getting more generic models, and is obviously very helpful with many other things, but this is built for sophisticated research teams.

Models that update the whole coverage book in the background.

Finally, a way to escape spreadsheet hell—hope it actually saves time, not just hype.

no hype here. if you work at a fund and would like to try, shoot me a dm

Looks great

forwarded you the link!

Great, I am excited to try it. A great time saving

happy to share more with you - sent you the link

Not familiar with the product so forgive my ignorance, also built to review and stress decision support models/proformas? Thanks!

Build to be dynamic for a wide range of modeling/excel work. The key thing is that it molds to your unique way of working, proactively works in the background for you, and is efficiently auditable so you can scale your processes. Sent you some more information!

lfgggggg

;)

When will it be available wide?

shot you a message

Would love to try it out 👀

would be happy to hear your thoughts on it - see msgs

Congrats Bjorn, would love to try it

can you dm me? your inbox is closed

Done, thanks!

Would love to try out from a buy side perspective

Hi Hailey - we're seeing the buy-side particularly getting excited about scaling and contracting the book of coverage they cover at any given moment. i.e. quickly modeling a basket of stocks, in their exact methodology. curious to hear your thoughts, send me a dm - your inbox is closed