Model ML, a leading AI workflow automation platform for financial services, has announced a $75 million Series A funding round led by FT Partners. The investment, which includes participation from Y Combinator, QED, and others, arrives just twelve months after the company's launch and will be used to accelerate global expansion and advance its AI capabilities. The platform is designed to automate the creation of high-stakes financial documents like pitch decks and investment memos directly from trusted data sources.
Model ML raised a $75 million Series A round led by FT Partners.
The platform automates the creation of client-ready Word, Excel, and PowerPoint outputs.
It serves major banks, asset managers, and two of the Big Four accounting firms.
In tests, its AI verification was both faster and more accurate than top consultants.
The funding will fuel global expansion in key financial hubs.
The company is guided by an advisory board of former banking CEOs and executives.
Financial teams traditionally build critical deliverables like pitch decks and diligence reports through slow, manual processes that are prone to error. Model ML closes this gap by enabling teams to build AI workflows that interpret data schemas, reason across multiple sources, and generate finished, branded outputs with built-in verification. This eliminates repetitive formatting and cross-checking tasks, allowing professionals to focus on high-value analysis.
A key differentiator for Model ML is its verification capability. The company recently tested its AI against consultants from McKinsey and Bain on real Word and PowerPoint outputs. While the human consultants took over an hour to complete the task, Model ML finished in under three minutes and identified more errors, demonstrating it was not only 20x faster but also more accurate.
"We're thrilled to announce this round with such an exceptional group of investors as we continue our mission to transform how financial institutions work," said Chaz Englander, CEO of Model ML. "High-stakes business runs on documents... Our agents reason across data sources, write the code to extract and transform what's needed, and generate finished, branded outputs with verification built in. We're eliminating the grunt work so teams can focus on the analysis that actually matters."
The company is backed by a prestigious advisory board including former CEOs from HSBC and UBS and has seen rapid adoption. In under a year, its customer base has grown to include several of the world's largest investment banks, asset managers, and consulting firms. Clients report that the platform has freed over 90% of capacity during review stages and enabled teams to achieve higher accuracy than manual processes.
"Model ML is setting a new standard for how financial institutions leverage AI to achieve superior client results," said Steve McLaughlin, Founder & CEO of FT Partners. "While we expect significant efficiency gains, the true power of Model ML lies in the insights it will unlock for our clients, investors, and the broader FinTech ecosystem."
The new capital will be used to build out customer success teams in San Francisco, New York, London, and Hong Kong and to scale its AI engineering efforts, solidifying its position as a transformative force in financial services automation.
About Model ML
Model ML is the AI workflow builder for financial services. It enables teams to build AI Modules that automate client-ready Word, PowerPoint, and Excel outputs directly from trusted data, in exact prior formats. Founded by brothers and repeat entrepreneurs Chaz and Arnie Englander, the company is guided by a world-class advisory board and is already working with some of the largest financial institutions globally.
About FT Partners
Financial Technology Partners and its affiliates (FT Partners) is the leading global investment bank focused exclusively on FinTech, providing world-class strategic and financial advisory services to CEOs, founders, and investors across the global FinTech landscape. Headquartered in San Francisco with offices in New York and London, the firm has advised on many of the most significant transactions in FinTech.
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