Mosaic

What Mosaic does

Mosaic is a digital platform revolutionizing deal modeling with cutting-edge technology and generative AI. It empowers high-performing deal teams managing over $1 trillion in assets to model deals faster, smarter, and with greater precision. Integrated with Capital IQ and FactSet, Mosaic streamlines workflows, delivering insights directly within trusted tools. It is trusted by top private equity firms and investment banks, setting a new standard for deal modeling. Mosaic aims to repurpose investment professionals' time by automating table-stakes modeling and manual due diligence, allowing them to focus on thoughtful, data-driven discussions and drive better return outcomes.

Key capabilities

• Generative AI powered
• Near-instantaneous deal math generation
• Rules-based algorithms for accuracy
• Constantly-expanding library of unique value creation levers
• Downloadable models to Excel with working formulas and best practices
• Full transparency into calculations
• Fully customizable additional output creation
• Collaborative platform for deal teams
• Real-time collaboration and model adjustments
• Dynamic deal models
• Centralized platform for institutional memory
• Seamless login experience with Entra ID, Okta, and OneLogin

Use cases

• Screening Deals: Go from CIM to MOIC in one minute, form a view on value earlier, build institutional memory.
• Deal Team Collaboration: Harness team insights, explore complex value-creation levers, facilitate discussions and debates.
• Verify Excel Math: Quickly check accuracy of junior models, triage errors.
• Repurpose time: Automate modeling and due diligence to focus on value-add activities.
• Understand "what you need to believe" for investment opportunities.
• Thoughtfully allocate limited time in the deal funnel.
• Increase deal team's effective capacity.
• Reduce "rework" in error-prone manual modeling.

AI approach

Mosaic leverages generative AI and rules-based algorithms to create a digital platform for deal modeling in financial services. It aims to generate near-instantaneous deal math, ensure accuracy, and provide insights for value creation. The platform integrates with OpenAI to transform data into actionable insights.

Tech named: generative AI, rules-based algorithms, OpenAI

Industries served

• Financial Services
• Private Equity
• Investment Banking
• Hedge Funds
• Growth Equity
• Credit
• M&A
• Leveraged Finance
• Investment Management
• Asset Management
• Corporate Development
• Search Funds

What it says sets it apart

• World's premier digital platform for deal modeling
• Cutting-edge technology and generative AI
• Empowers deal teams managing over $1 trillion in assets
• Integrated with Capital IQ and FactSet
• Trusted by top private equity firms including Warburg Pincus, CVC Capital Partners, Investcorp, Onex Partners, New Mountain Capital, Riverside Partners, OTPP
• Backed by industry veterans, including founders of Ontra and BamSEC
• Only commercial-grade software platform for near-instantaneous deal math
• Rules-based algorithms prevent hallucinations, forgotten steps, or mis-linked formulae
• No black box - full transparency with downloadable Excel models
• Flexible software platform to go from CIM to LBO model in less than 10 minutes with accurate results
• Collaborative, dynamic deal models for team discussion and real-time adjustments
• Algorithms fire from a clean slate each time, avoiding legacy assumption errors

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.