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Our Blog

A collection of thoughts on evolving technology in M&A, transaction advisory, & dealmaking

Smarter Forecasting & Instant Insights with SocraticsAI

Apr 7, 2025

Smarter Forecasting & Instant Insights with SocraticsAI

Apr 7, 2025

Automating Financial Statement Analysis & Forecasting

Mar 26, 2025

Automating Financial Statement Analysis & Forecasting

Mar 26, 2025

Leveraging AI and Machine Learning for Accurate Account Classification

Mar 19, 2025

Leveraging AI and Machine Learning for Accurate Account Classification

Mar 19, 2025

From Chaos to Clarity: Transforming Messy Financial Data

Mar 13, 2025

From Chaos to Clarity: Transforming Messy Financial Data

Mar 13, 2025

Revolutionizing Deal-Making: How AI is Transforming Boutique Investment and Private Equity

Jan 1, 2025

Revolutionizing Deal-Making: How AI is Transforming Boutique Investment and Private Equity

Jan 1, 2025

SocraticsAI featured in Insight Partners' 2024 Financial Services AI and Data Market Map

Dec 5, 2025

SocraticsAI featured in Insight Partners' 2024 Financial Services AI and Data Market Map

Dec 5, 2025

Cityscape with timelapse stars

The Era of Advanced AI Reasoning in Financial Analysis

Sep 30, 2024

Cityscape with timelapse stars

The Era of Advanced AI Reasoning in Financial Analysis

Sep 30, 2024

A new feature announcement: CIM Generator by SocraticsAI

CIM Summary & Private Chatbot by SocraticsAI

Aug 27, 2024

A new feature announcement: CIM Generator by SocraticsAI

CIM Summary & Private Chatbot by SocraticsAI

Aug 27, 2024

How AI-Enabled Financial Modeling Can Streamline Your Due Diligence Process

Jul 9, 2024

How AI-Enabled Financial Modeling Can Streamline Your Due Diligence Process

Jul 9, 2024

The Rise of Artificial Intelligence in Deal-Making

May 27, 2024

The Rise of Artificial Intelligence in Deal-Making

May 27, 2024

Faster Insights to Enhance Your Pitch Decks and CIMs/OMs

Apr 19, 2024

Faster Insights to Enhance Your Pitch Decks and CIMs/OMs

Apr 19, 2024

How LLMs Are Improving Research and Summarization for Deal-Makers

Mar 8, 2024

How LLMs Are Improving Research and Summarization for Deal-Makers

Mar 8, 2024

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