Splore

What Splore does

Model ML, formerly Splore, provides AI agents and tools for the finance industry, specifically asset managers and CIOs. The platform centralizes fragmented data, automates document analysis, and generates client-ready materials for fund management. It offers a suite of AI agents including Chat, Search, Writer, and Extract agents to provide real-time answers, retrieve data, create reports, and process financial documents. Model ML integrates with existing systems like Excel, PowerPoint, Outlook, and various financial data providers, ensuring security, privacy, and compliance with industry standards like ISO 27001, SOC 2 Type II, and GDPR.

Products

• Chat AgentProvides real-time answers to fund-related queries and serves as the interface for complex workflows.
• Extract AgentProcesses financial documents to identify key metrics and track compliance.
• WorkflowsAutomates entire workflows and tasks, producing client-ready documents, decks, and financial models tailored to firm templates.
• Agentic DashboardsLiving dashboards grounded in live data, internal and external sources, and real analysis, with real-time recalculation of returns, bridge, and debt schedules.
• GridsA structured workspace for large-scale analysis, capable of running thousands of simultaneous prompts and delivering institutional-grade depth across datasets with cited sources.
• Document ReviewRifles through documents to reveal tiny details and risks, identifying misaligned logic, gaps in reasoning, typos, wrong numbers, and categorizing errors by severity.

Key capabilities

• Centralized data
• Automated document analysis
• Single source of truth for actionable insights
• Real-time answers to fund-related queries
• Data retrieval from internal and external systems
• Structured report creation
• Financial document processing for key metrics and compliance
• Integration with Excel, PowerPoint, Outlook
• Client-ready materials
• Pattern recognition
• Idea generation
• Real-time connection to internal and external data sources
• Bespoke and forward-deployed solutions
• Agentic Dashboards (living, not static)
• Maximum security environment (ISO 27001, SOC 2 Type II, GDPR compliant)
• Automated workflow execution
• Customizable deliverables based on firm templates
• Scheduled or event-triggered automation
• Integration with external data providers (PitchBook, FactSet, Capital IQ)
• Integration with internal sources (SharePoint, DealCloud)
• Citable and traceable outputs
• Quality control for deliverables
• Siloed data storage options
• End-to-end encryption (TLS 1.2, AES-256)
• Deployment to client infrastructure options
• Models never trained on client data
• Support for SSO (SAML, OIDC) and MFA
• Connectors to email, cloud storage, calendar providers
• Passwordless logins
• Thoroughly vetted employees
• Document security and privacy
• Structured workspace for large-scale analysis (Grids)
• Thousands of simultaneous prompts
• Perfect paper trail with cited sources
• Chat interface for research and workflow delegation
• Builder mode for agentic dashboards
• Microsoft Corner Office plug-ins
• AutoCheck for error detection (spelling, grammar, page references, logic, formatting, calculation, numerical consistency, narrative analysis, quality control)
• Change comparison between document versions
• Heatmap for issue clustering

Use cases

• Fund management
• Actionable insights for decision-making
• Real-time answers to fund-related queries
• Retrieving specific data from internal systems
• Retrieving specific data from external sources
• Creating structured reports for performance
• Creating structured reports for compliance
• Creating structured reports for analysis
• Processing financial documents to identify key metrics
• Tracking compliance in financial documents
• Building discussion materials for take-private analysis
• Structuring and populating management presentations from source documents
• Drafting sell-side CIMs grounded in dataroom materials
• Extracting answers to information request lists from uploaded documents
• Generating structured company profiles from filings, reports, and web sources
• Summarizing consensus expectations for earnings
• Summarizing post-earnings performance
• Pulling market sizing across industries
• Pulling growth dynamics across industries
• Pulling peer positioning across industries
• Identifying and highlighting potential acquisition targets
• Automating IC memo creation from deal analysis
• Conducting simple research via chat
• Powering complex workflows via chat
• Building pitch decks in PowerPoint from scratch
• Building DCF in Excel from scratch
• Refining and editing documents within PowerPoint and Excel
• Detecting errors in documents (typos, grammar, logic, calculations)
• Comparing document versions for edits
• Diligence in private equity
• Assessment in asset management
• Screening in higher definition
• Monitoring movements
• Preparation for financial tasks

AI approach

Model ML (formerly Splore) provides AI agents and tools for the finance industry, specifically asset management and private equity. Their AI agents include Chat, Search, Writer, and Extract agents for fund-related queries, data retrieval, report creation, and document processing. The platform offers 'Agentic Dashboards' for live data analysis and 'Grids' for large-scale analysis. They emphasize that their models are never trained on customer data and offer features like AutoCheck for document review, identifying inconsistencies, errors, and formatting issues. They aim to automate workflows, generate client-ready documents, and provide insights from internal and external data sources.

Tech named: AI Agents, Generative AI

Industries served

• Technology, Information and Internet
• Fund Management
• Asset Management
• Private Equity
• Financial Services

What it says sets it apart

• Woven for Wall Street: built bespoke and forward deployed by industry experts
• Lives where you do: in Excel, PowerPoint, Outlook, our app, or your firm's own systems
• Works like you do: produces client-ready materials, recognizes patterns, and generates ideas exactly as you would
• Knows your work: connects internal and external data sources in real time
• Maximum security environment: industry-leading, institution-grade security, privacy, confidentiality and control (ISO 27001, SOC 2 Type II, GDPR)
• Never trained on your data: models will never train on client data
• Siloed storage option: 100% isolated data environment
• Deployed to your infrastructure option
• Driven by deep domain expertise and experience from world's foremost financial institutions
• Focus on the thinking that wins repeat work, not slide polishing
• Citable and traceable outputs for every source
• Perfect paper trail for every output and input
• Autonomies of scale: reason through thousands more data points than manually possible
• Incompatible with inconsistencies: AutoCheck scans deep below the surface for misaligned logic and gaps in reasoning
• Errors categorized and prioritized by severity
• Change by change comparison of document versions with heatmap for issue clustering

Funding rounds we track

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