From the signup form mentioning Private Equity / Venture Capital, Hedge Fund, Investment Banking... this seems squarely aimed at financial modeling. Which is really, really cool.
I've worked alongside sell-side investment bankers in a prior startup, and so much of the work is in taking a messy set of statements from a company, understanding the underlying assumptions, and building, and rebuilding, and rebuilding, 3-statement models that not only adhere to standard conventions (perhaps best introed by https://www.wallstreetprep.com/knowledge/build-integrated-3-... ) but also are highly customized for different assumptions that can range from seasonality to sensitivity to creative deal structures.
It is quite common for people to pull many, many all-nighters to try to tweak these models in response to a senior banker or a client having an idea! And one might argue there are way too many similar-looking numbers to keep a human banker from "hallucinating," much less an LLM.
But fundamentally, a 3-statement model and all its build-sheets are a dependency graph with loosely connected human-readable labels, and that means you can write tools that let an LLM crawl that dependency graph in a reliable and semantically meaningful way. And that lets you build really cool things, really fast.
I'm of the opinion that giving small companies the ability to present their finances to investors, the same way Fortune 500 companies hire armies of bankers to do, is vital to a healthy economy, and to giving Main Street the best possible chance to succeed and grow. This is a massive step in the right direction.
I've worked alongside sell-side investment bankers in a prior startup, and so much of the work is in taking a messy set of statements from a company, understanding the underlying assumptions, and building, and rebuilding, and rebuilding, 3-statement models that not only adhere to standard conventions (perhaps best introed by https://www.wallstreetprep.com/knowledge/build-integrated-3-... ) but also are highly customized for different assumptions that can range from seasonality to sensitivity to creative deal structures.
It is quite common for people to pull many, many all-nighters to try to tweak these models in response to a senior banker or a client having an idea! And one might argue there are way too many similar-looking numbers to keep a human banker from "hallucinating," much less an LLM.
But fundamentally, a 3-statement model and all its build-sheets are a dependency graph with loosely connected human-readable labels, and that means you can write tools that let an LLM crawl that dependency graph in a reliable and semantically meaningful way. And that lets you build really cool things, really fast.
I'm of the opinion that giving small companies the ability to present their finances to investors, the same way Fortune 500 companies hire armies of bankers to do, is vital to a healthy economy, and to giving Main Street the best possible chance to succeed and grow. This is a massive step in the right direction.