Data ingestion, classification & validation
Automatically classify, validate, and normalize messy private company financials.
Advanced modeling capabilities & export model to Excel
Generate accurate, fully linked 3-statement models and valuations in minutes with dynamic formulas, drivers, and scenario support.
Interactive chat
Ask questions, refine assumptions, derive insights, and draft explanations instantly using natural-language.
Adjustable forecast drivers
Modify assumptions quickly with pre-built drivers (CAGR, % of revenue, historical averages, fixed amounts) to generate a forecast simulation.
The problem
5-10 hours typically spent building a financial model from messy client documents.
Hours/days of analyst time spent on data entry, reconciliation, and formatting.
$250K+ Annual fully-loaded cost per junior banker, doing work AI can mostly automate.
Not able to answer model related questions without hours of manual preparation.
Most firms can’t afford to spend on building the compliance and IT foundation needed for AI governance.
Socratics.ai
Under 5 minutes from raw Excel/PDF to complete, audit-ready institutional model.
Save 70% of manual work and repurpose analyst time toward deal execution.
Export to standardized, best-practice Excel models ready for review and editing.
Chat with your model for real-time, data-backed insights.
Integrated AI governance without building compliance systems internally.
Coming soon
AI and data governance features purpose-built for private capital workflows.
MNPI/PPI redaction
Automatically hides sensitive deal information.
Deal-level isolation
Each deal lives in its own
secure "room."
Audit trails
Tracks every action, prompt, and model output.
Policy & control layers
Set and enforce what different roles can do.
Usage governance
Monitors Al usage across the firm & flags unusual or risky activity.
Financial model awareness
Understands financial statements and model-specific risks.
FAQs
