Model ML envisions a future where financial services are transformed through intelligent automation, empowering firms to transcend the limits of traditional research and analysis. By harnessing state-of-the-art AI infrastructure, we are building seamless integrations that not only accelerate routine tasks but unlock deeper, more actionable insights for strategic decision-making.
Our mission is to redefine how investment research and due diligence are conducted by delivering a secure, interconnected workspace that reimagines productivity in financial workflows. Leveraging GPT-powered large language models and innovative AI agents, we enable teams to focus on higher-value work, amplifying human expertise with machine precision.
As pioneers in AI-driven fintech, we are committed to creating a future where financial institutions operate with unprecedented agility, insight, and compliance. Model ML is not just a tool — it is the foundation of a new era in intelligent finance, designed to scale with the evolving needs of global investment ecosystems.
Our Review
We've been watching Model ML since they emerged from stealth earlier this year, and honestly, it's one of those companies that makes you think "why didn't someone build this sooner?" The Englander brothers took a classic approach — they built something for themselves first, then realized they'd struck gold.
What started as an internal tool for their family office has evolved into a compelling AI workspace that's catching the attention of some serious financial players. There's something refreshing about founders who actually use their own product before asking others to pay for it.
The "Aha" Moment We Had
The real genius here isn't just slapping AI onto financial research — it's the workspace approach. Instead of building another standalone tool that analysts have to learn, Model ML created something that feels familiar (think Google Drive meets Excel) but operates entirely within your company's security perimeter.
We were particularly impressed by their "Grid" feature, which lets you analyze multiple expert calls simultaneously. Anyone who's ever had to manually compare insights from dozens of transcripts will immediately see the value. It's those kinds of specific, workflow-aware features that separate real solutions from AI demos.
What Makes It Click
The technical foundation is solid — they're leveraging GPT-powered function calling and have smart integrations with Perplexity for real-time web intelligence. But what we really appreciate is how they've thought about the compliance and security requirements that make or break enterprise adoption in finance.
Their natural language query system that pulls from emails, CRM, databases, and document repositories feels like the future of how we'll interact with corporate data. No more hunting through folders or remembering which system has what information.
Who Should Pay Attention
This isn't for everyone — Model ML is laser-focused on financial services firms, particularly PE, VC, and consulting shops where research and due diligence are core functions. If you're an analyst spending hours on comps or market mapping, this could genuinely change your day-to-day work.
The $12 million in funding from Y Combinator and LocalGlobe, plus backing from banking and PE veterans, suggests the market validation is real. With offices already spanning New York to Hong Kong, they're clearly thinking global from day one.
AI-powered workspace integrating tools like Google Drive and Microsoft Office
Secure company environment ensuring compliance
Natural language queries across emails, CRM, databases, document repositories
Automation of financial tasks (comparable company analysis, earnings summaries, trend analysis, market mapping)
Multi-document expert transcript assessments using AI agents and templates
"Grid" tool for simultaneous analysis of multiple expert calls
Real-time cited web intelligence via Perplexity’s Sonar API






