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.
Compare between plans
Compare between plans
Compare between plans
Compare between plans
Choose which plan is best for you
Choose which plan is best for you
Special benefits & discounts for early-access clients.
Special benefits & discounts for early-access clients.
Annual
Monthly
Essentials
Extract, classify, model, forecast & export in minutes using AI.
$2,125
/ month
$349
/ month
3 Included Users
Additional User: $109 / month
30-Day Free Trial
3-Statement Modeling
Financial Chatbot Assistant
Excel Export
Pro
Full suite of deal execution tools from modeling to CIMs and pitch decks.
$4,249
/ month
$695
/ month
3 Included Users
Additional User: $213 / month
30-Day Free Trial
Everything in Essentials
Advanced Modeling
Third-Party Data Integrations
More Tools to Come
Premier
Purpose built for enterprise teams at larger institutions.
Contact Us
Unlimited Users
30-Day Free Trial
Everything in Pro
Modeling Customization
Additional Professional Services
Enterprise Security Access
Annual
Monthly
Essentials
Extract, classify, model, forecast & export in minutes using AI.
$2,125
/ month
$349
/ month
3 Included Users
Additional User: $109 / month
30-Day Free Trial
3-Statement Modeling
Financial Chatbot Assistant
Excel Export
Pro
Full suite of deal execution tools from modeling to CIMs and pitch decks.
$4,249
/ month
$695
/ month
3 Included Users
Additional User: $213 / month
30-Day Free Trial
Everything in Essentials
Advanced Modeling
Third-Party Data Integrations
More Tools to Come
Premier
Purpose built for enterprise teams at larger institutions.
Contact Us
Unlimited Users
30-Day Free Trial
Everything in Pro
Modeling Customization
Additional Professional Services
Enterprise Security Access
Annual
Monthly
Essentials
Extract, classify, model, forecast & export in minutes using AI.
$2,125
/ month
$349
/ month
3 Included Users
Additional User: $109 / month
30-Day Free Trial
3-Statement Modeling
Financial Chatbot Assistant
Excel Export
Pro
Full suite of deal execution tools from modeling to CIMs and pitch decks.
$4,249
/ month
$695
/ month
3 Included Users
Additional User: $213 / month
30-Day Free Trial
Everything in Essentials
Advanced Modeling
Third-Party Data Integrations
More Tools to Come
Premier
Purpose built for enterprise teams at larger institutions.
Contact Us
Unlimited Users
30-Day Free Trial
Everything in Pro
Modeling Customization
Additional Professional Services
Enterprise Security Access
Annual
Monthly
Essentials
Extract, classify, model, forecast & export in minutes using AI.
$2,125
/ month
$349
/ month
3 Included Users
Additional User: $109 / month
30-Day Free Trial
3-Statement Modeling
Financial Chatbot Assistant
Excel Export
Pro
Full suite of deal execution tools from modeling to CIMs and pitch decks.
$4,249
/ month
$695
/ month
3 Included Users
Additional User: $213 / month
30-Day Free Trial
Everything in Essentials
Advanced Modeling
Third-Party Data Integrations
More Tools to Come
Premier
Purpose built for enterprise teams at larger institutions.
Contact Us
Unlimited Users
30-Day Free Trial
Everything in Pro
Modeling Customization
Additional Professional Services
Enterprise Security Access
Basic Tools
Essentials
$349/mon
Pro
$699/mon
Premier
Contact Us
Included Users
3 users
3 users
Unlimited
Additional User
$106/mon
$213/mon
Unlimited
30-Day Trial
3-Statement Modeling
Account Classification
Chatbot Assistant
Excel Export
Version Control
Company Research Summaries
*
*
*
Advanced Modeling
*
*
Third-Party Integrations
*
*
Customized Slide Builder
*
*
External Data Room
*
*
Enterprise Security Access
*
Quality of Earnings Report
*
Basic Tools
Essentials
$349/mon
Pro
$699/mon
Premier
Contact Us
Included Users
3 users
3 users
Unlimited
Additional User
$106/mon
$213/mon
Unlimited
30-Day Trial
3-Statement Modeling
Account Classification
Chatbot Assistant
Excel Export
Version Control
Company Research Summaries
*
*
*
Advanced Modeling
*
*
Third-Party Integrations
*
*
Customized Slide Builder
*
*
External Data Room
*
*
Enterprise Security Access
*
Quality of Earnings Report
*
Basic Tools
Essentials
$349/mon
Pro
$699/mon
Premier
Contact Us
Included Users
3 users
3 users
Unlimited
Additional User
$106/mon
$213/mon
Unlimited
30-Day Trial
3-Statement Modeling
Account Classification
Chatbot Assistant
Excel Export
Version Control
Company Research Summaries
*
*
*
Advanced Modeling
*
*
Third-Party Integrations
*
*
Customized Slide Builder
*
*
External Data Room
*
*
Enterprise Security Access
*
Quality of Earnings Report
*
Base
$349/mon
$699/mon
Contact Us
Plan
Essentials
Pro
Premier
Included Users
3 users
3 users
Unlimited
Additional User
$106/mon
$213/mon
Unlimited
30-Day Trial
3-Statement Modeling
Account Classification
Chatbot Assistant
Excel Export
Version Control
Company Research Summaries
*
*
*
Advanced Modeling
*
*
Advanced Modeling
*
*
Third-Party Integrations
*
*
Customized Slide Builder
*
*
External Data Room
*
*
Enterprise Security Access
*
*
Quality of Earnings Report
*
*
Basic Tools
Essentials
$349/mon
Pro
$699/mon
Premier
Contact Us
Included Users
3 users
3 users
Unlimited
Additional User
$106/mon
$213/mon
Unlimited
30-Day Trial
3-Statement Modeling
Account Classification
Chatbot Assistant
Excel Export
Version Control
Company Research Summaries
*
*
*
Advanced Modeling
*
*
Third-Party Integrations
*
*
Customized Slide Builder
*
*
External Data Room
*
*
Enterprise Security Access
*
Quality of Earnings Report
*
* Under Development
See for yourself
See for yourself
See for yourself
See for yourself
Request a demo
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.