
SocraticsAI Product Demo
Accelerate Deal Analysis with Artificial Intelligence
Schedule a 20-minute, no-obligation tour to see how SocraticsAI can enhance your deal execution efficiency with our AI-driven solutions. Schedule a demo today.
Schedule a 20-minute, no-obligation tour to see how SocraticsAI can enhance your deal execution efficiency with our AI-driven solutions. Schedule a demo today.
Schedule a 20-minute, no-obligation tour to see how SocraticsAI can enhance your deal execution efficiency with our AI-driven solutions. Schedule a demo today.
Schedule a 20-minute, no-obligation tour to see how SocraticsAI can enhance your deal execution efficiency with our AI-driven solutions. Schedule a demo today.



Request a demo

Upload messy client financial statements, our platform structures and validates the data.

Chat with lengthy deal documents to quickly retrieve answers and perform analysis.

Make simple adjustments to automated forecast models, then export to Excel.

Create first drafts of CIM documents and investment memos in minutes, not days.
FAQs
FAQs
FAQs
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?
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?




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.