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)
Open Positions
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