Automate Financial Modeling for Private Capital Markets

Automate Financial Modeling for Private Capital Markets

Automate Financial Modeling for Private Capital Markets

Automate Financial Modeling for Private Capital Markets

Streamline how you model deals with our AI-powered platform.

Streamline how you model deals with our AI-powered platform.

Streamline how you model deals with our AI-powered platform.

Streamline how you model deals with our AI-powered platform.

Currently in Private Beta

How It Works

From Data to Decisions

Upload financial data

Upload historical client data, and our platform cleanses and validates them for you.

Generate Documents

Create M&A financial models, derive key metrics, and automate company valuation.

Collaborate & Iterate

Invite coworkers, refine assumptions, run scenarios, and export to existing tools.

How It Works

From Data to Decisions

Upload financial data

Upload historical client data, and our platform cleanses and validates them for you.

Generate Documents

Create M&A financial models, derive key metrics, and automate company valuation.

Collaborate & Iterate

Invite coworkers, refine assumptions, run scenarios, and export to existing tools.

How It Works

From Data to Decisions

Upload financial data

Upload historical client data, and our platform cleanses and validates them for you.

Generate Documents

Create M&A financial models, derive key metrics, and automate company valuation.

Collaborate & Iterate

Invite coworkers, refine assumptions, run scenarios, and export to existing tools.

How It Works

From Data to Decisions

Upload financial data

Upload historical client data, and our platform cleanses and validates them for you.

Generate Documents

Create M&A financial models, derive key metrics, and automate company valuation.

Collaborate & Iterate

Invite coworkers, refine assumptions, run scenarios, and export to existing tools.

Key Product Features

Key Product Features

Key Product Features

Key Product Features

Everything You Need to Simplify Financial Analysis

Everything You Need to Simplify Financial Analysis

Everything You Need to Simplify Financial Analysis

Automated Data Cleansing & Validation

Clean & structure your clients’ messy, non-standard accounting statements in minutes.

Advanced Modeling Capabilities

Rapidly build AI-generated

3-statement models with dynamic formulas and future forecasts.

Interactive Chat-Based Analysis

Ask questions, adjust assumptions, and derive key metrics instantly with natural language.

Adjustable

Forecast Drivers

Easily manipulate model drivers for on-the-fly experimentation of various 

company scenarios.

Industry Templates
CIM Generation
Enterprise Security
Export to Excel

Reclaim your time, reduce frustration, & focus on closing deals.

Reclaim your time, reduce frustration, & focus on closing deals.

Reclaim your time, reduce frustration, & focus on closing deals.

Our solution is tailored specifically for boutique investment banks, mid-market private equity, and private credit professionals.

Old Way

Spending hours cleaning up messy financial data—only to find errors.

Wasting time on tedious manual work instead of moving deals forward.

Struggling with expensive freelancers or high analyst turnover.

Feeling stuck with incomplete or disorganized accounting data.

SocraticsAI

Automate data cleansing and validation in minutes, not hours.

Build accurate, institutional-quality financial models instantly.

Eliminate manual grunt work, freeing up time for deal-making.

Gain real-time insights and metrics with interactive chat-based analysis.

Increase Deal Speed

Accelerate growth by focusing your efforts on new opportunities, not wrangling spreadsheets.

Boost Productivity
Substantial Cost Savings
Increase Deal Speed

Accelerate growth by focusing your efforts on new opportunities, not wrangling spreadsheets.

Boost Productivity
Substantial Cost Savings
Increase Deal Speed

Accelerate growth by focusing your efforts on new opportunities, not wrangling spreadsheets.

Boost Productivity
Substantial Cost Savings
Increase Deal Speed

Accelerate growth by focusing your efforts on new opportunities, not wrangling spreadsheets.

Boost Productivity
Substantial Cost Savings

AI-Enabled Services

Network of service providers for when you need the human element

Network of service providers for when you need the human element

Network of service providers for when you need the human element

Streamline deal execution with our network of service providers for additional transaction advisory outsourcing.

US-based client management 

17 partner firms across US/LATAM

Financial Modeling, Quality of Earnings, Financial Due Diligence & Research

Rigorous quality assessment based on with US financial & accounting standards 

Competitively priced and closer to home than India or the Philippines

FAQs

We answer the most frequently-asked questions you may have.

We answer the most frequently-asked questions you may have.

We answer the most frequently-asked questions you may have.

What is SocraticsAI, and how does it work?

SocraticsAI is a financial modeling platform that streamlines the process of ingesting, validating, normalizing private company financials. Our data processing engine classifies the client historical statements into normalized financial categories and generates institutional-quality investment banking models in minutes, all of which can be exported to Excel.

Who is SocraticsAI designed for?

How does SocraticsAI improve my workflow?

How is client data kept private & confidential?

Do you integrate with other tools we already use?

What kind of support does SocraticsAI provide?

What is SocraticsAI, and how does it work?

SocraticsAI is a financial modeling platform that streamlines the process of ingesting, validating, normalizing private company financials. Our data processing engine classifies the client historical statements into normalized financial categories and generates institutional-quality investment banking models in minutes, all of which can be exported to Excel.

Who is SocraticsAI designed for?

How does SocraticsAI improve my workflow?

How is client data kept private & confidential?

Do you integrate with other tools we already use?

What kind of support does SocraticsAI provide?

What is SocraticsAI, and how does it work?

SocraticsAI is a financial modeling platform that streamlines the process of ingesting, validating, normalizing private company financials. Our data processing engine classifies the client historical statements into normalized financial categories and generates institutional-quality investment banking models in minutes, all of which can be exported to Excel.

Who is SocraticsAI designed for?

How does SocraticsAI improve my workflow?

How is client data kept private & confidential?

Do you integrate with other tools we already use?

What kind of support does SocraticsAI provide?

The Coming AI Revolution in Deal-Making

White Paper

Johan Joseph

Chief Customer Officer

"Integrating AI helps advisory firms boost efficiency and accuracy, freeing them to focus on strategy over manual tasks."

The Coming AI Revolution in Deal-Making

White Paper

Johan Joseph

Chief Customer Officer

"Integrating AI helps advisory firms boost efficiency and accuracy, freeing them to focus on strategy over manual tasks."

The Coming AI Revolution in Deal-Making

White Paper

Johan Joseph

Chief Customer Officer

"Integrating AI helps advisory firms boost efficiency and accuracy, freeing them to focus on strategy over manual tasks."

The Coming AI Revolution in Deal-Making

White Paper

Johan Joseph

Chief Customer Officer

"Integrating AI helps advisory firms boost efficiency and accuracy, freeing them to focus on strategy over manual tasks."

See It In Action

See It In Action

See It In Action

See It In Action

Experience the power of AI-driven financial modeling with a live product demo.

SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.

© 2024, All Rights Reserved by Artificial Mind, Inc.

SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.

© 2024, All Rights Reserved by Artificial Mind, Inc.

SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.

© 2024, All Rights Reserved by Artificial Mind, Inc.

SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.

© 2024, All Rights Reserved by Artificial Mind, Inc.