Model ML builds AI agents that integrate directly into the tools finance teams already use, including Excel, PowerPoint and Outlook, to produce client-ready deliverables, analyze data, review documents and generate insights. Its products span Workflows, Grids, Document Review, Chat and a Notetaker, compressing tasks that traditionally take days into hours. Founded by brothers Chaz and Arnie Englander, who previously built Fat Llama and Fancy, Model ML emerged from stealth and went on to close one of the largest fintech Series A rounds on record at $75M, led by FT Partners with QED, 13books, Latitude, Y Combinator and LocalGlobe. It is adopted by leading financial institutions across investment banking, consulting, PE and wealth management.
Model ML
ActiveAI workspace that automates investment banking and finance workflows
Total raised
$87M
2 rounds
Stage
Seed
Team
51-200
since 2024
Pricing
Enterprise
Founded
2024
New York, United States
Agent-ready
—
AI workflows for client-ready deliverables
Grids for compound data intelligence
Document review to catch errors
Conversational chat task management
Meeting notetaker and capture
Native Excel, PowerPoint, Outlook integration
SOC 2 Type II and ISO 27001 compliance
Connectors to proprietary systems
10/100
Early
MCP server
Public API
Webhooks
OAuth 2.0
SDKs
No public agent surfaces detected yet.
— Seed $12M ● LocalGlobe
— Series A $75M ● FT Partners
Capital network
$87M raised ·6 backers·10 network links
- Backers6
- Shared portfoliocompanies these backers also fund
- Extended networkfunds that co-invest alongside them
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- What is Model ML?
- An AI workspace automating finance deliverables inside Excel, PowerPoint and Outlook.
- Who founded Model ML?
- Brothers Chaz and Arnie Englander, previously of Fat Llama.
- How much has Model ML raised?
- About $87M, including a $75M Series A led by FT Partners.
- Who uses it?
- Investment banks, consulting firms, PE, credit and wealth managers.
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