platoseed
AI Workspace for Financial Services.
Team: Chaz: Founder of Fat Llama YC S17 - Acquired by Hygglo. Responsible for Business and Sales Arns: Founder of Fancy S20 - Acquired by Gopuff, Responsible for tech and product.
Model ML provides an AI workspace tailored for the finance sector, aiming to augment financial professionals with an AI-powered teammate that integrates with existing tools and data sources. It targets institutional finance users across multiple service lines and emphasizes security and real-time data connectivity.
The product combines an AI teammate (Agent) with an app workspace that connects to internal and external data sources and works within tools like Excel, PowerPoint, and Outlook as well as a firmβs own systems. It offers workflows, grids, chat, document review, and notetaking to produce client-ready materials, extract insights, and generate ideas. It emphasizes real-time data integration, bespoke deployment by industry experts, and strong security controls (ISO 27001, SOC 2 Type II, GDPR).
Who itβs for: Leading financial institutions across Investment Banking, Consulting, Private Equity, Credit, and Asset/Wealth Management requiring integrated AI-assisted workflows and secure data handling.
mentions of security certifications and bespoke deployment by industry experts; references to major financial institution usage
2x YC founder. Fancy (S20) - Acquired by Gopuff. ModelML (W24). Love building cool stuff.

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