Patterns blog · Apr 2024
Blog post showing Patterns used for AI-assisted metric visualization and natural-language analytics, illustrating the product’s ongoing evolution into analytics workflows.
Next-Gen Financial Analysis and Reporting with AI Agents
Company research
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
Overview
Agentic research and deal-execution platform for finance firms, focused on M&A and private-equity workflows that automate CIM drafts, buyer research, financial modeling, and weekly process intelligence.
Primary product
AI M&A execution platform for seller prep and process intelligence
Founded
2021
Headquarters
San Francisco, California, United States (2181 Greenwich St, San Francisco, CA 94123)
Team size
2-10
Industry
Financial technology
Sub-industry
AI-driven M&A and deal-execution software
Offices
San Francisco, California, United States (HQ)
Spain
Business model
SaaS
professional services
subscription
usage-based
Funding
Stage
pre-seed
Total raised
$2.5M
Latest round
Pre-seed · Mar 2023
Latest amount
$2.5M
Mar 2023
People & investors
Work & culture
Operator-led team building for finance practitioners; emphasizes eliminating analyst grunt work, human-in-the-loop verification, and practical AI that works on real deal workflows.
Benefits
High-ownership, high-impact work
Build tools for high-stakes finance workflows
Exposure to modern LLM and agentic systems
Small-team product influence
Product & market
Pricing
Done-for-you services plus subscription software with per-user pricing, usage-based ACUs, and custom enterprise pricing
Differentiators
- —Banker-grade outputs with source citations
- —Excel and PowerPoint write-back
- —Human verification loop for outputs
- —Template, file, and data-warehouse ingestion
- —Cloud, VPC, and air-gapped on-prem deployment options
- —Sell-side sprint delivery compresses timeline from 6–8 weeks to 3–4
- —Agentic multi-step research and automation
- —SOC 2 Type II and ISO 27001 compliance
Technology
Excel
PowerPoint
SQL
Python
pandas
NumPy
Altair
statsmodels
Snowflake
BigQuery
Postgres
Fivetran
Exa
GPT-4
Claude
Gemini
open-source models
Excel add-in
VPC deployment
air-gapped on-prem deployment
Customers
Investment banks
private equity firms
finance teams
accounting teams
operations teams
lower mid-market M&A teams
Competitors
Databricks
Altair
Domo
Hightouch
Galileo
Qwak
Tecton
Arize
Comet
Weights & Biases
Scale & contact
Estimated revenue
about $1M ARR
Estimated monthly visits
52.7K
Latest news
TechCrunch · Mar 2023
TechCrunch reported that Patterns closed a $2.5 million pre-seed round backed by Y Combinator and angel investor Lenny Rachitsky, and described the company as a platform to automate data-science and AI workflow busywork.
Patterns blog · Mar 2023
Company blog post announcing a conversational interface for generating Python and SQL to extract insights from data, reinforcing the product’s early data-engineering and AI workflow positioning.
Hacker News · Nov 2022
Launch thread from Ken Van Haren describing Patterns as a reactive graph platform for building and deploying data applications and automations faster.
Jobs and careers at Patterns
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