Patterns

Patterns is a finance AI tool that acts as a deal-execution agent for finance firms. It automates tasks like CIM drafting, financial modeling, and buyer research with integrations for Excel, Snowflake, and Python.

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At a glance

Pricing

Paid · Enterprise · Custom

Free tier

API

Skill level

Technical

About

What is Patterns?

Patterns is an AI Agent designed for finance firms, specializing in deal execution. It automates labor-intensive tasks such as drafting Confidential Information Memorandums (CIMs), building drivers-based financial models, and generating buyer universes. The platform offers first-class integrations with essential financial tools like Excel, Snowflake, and Python, ensuring seamless data flow and output delivery. Patterns aims to significantly reduce the time spent on repetitive tasks, allowing finance professionals to focus on strategic decision-making and client relationships. It supports various sell-side tasks, including process intelligence for buyer interactions and Q&A triage, and offers flexible deployment options including cloud, VPC, or on-premise.

Best used for

Ideal for investment bankers and private equity professionals who need to accelerate deal preparation, streamline buyer management, and automate financial analysis. Especially valuable for reducing time spent on CIM drafting, financial modeling, and generating buyer universes, allowing teams to focus on strategic deal-making.

Common actions

automate financial tasks

draft CIMs

build financial models

generate buyer lists

analyze deal processes

Capabilities

Key features

Draft banker-grade CIMs
Generate drivers-based financial models
Create buyer universes
Process intelligence for buyer interactions
Excel/PowerPoint write-back
Integrate with Snowflake, Python
Automate IC memo drafting

Target Audience

investment bankersprivate equity professionalsm&a advisorsfinancial analysts

Integrations

excelsnowflakepythonpowerpointbigquerypostgresoutlookgmail+ 2 more

Pricing & Plans

Paid · Enterprise · Custom

Not publicly disclosed. Check patterns.app for current pricing.

FAQs

What is an Agent Compute Unit (ACU) and how is it used?

An ACU represents one max-context agent working session, accounting for up to 1M tokens across model calls, retrieval, and networking. Patterns meters ACUs by sessions, not raw tokens, to provide predictable budgeting for banker workflows, as the cost includes compute, memory, and network usage.

What are the main service offerings from Patterns?

Patterns offers two main paths: 'Done-For-You Services' like the Sell-Side Sprint ($15k for CIM, model, buyers) and Process Intelligence ($5k/month), where Patterns handles the work. Alternatively, the 'Do-It-Yourself AI' software plan allows your team to use the platform directly for $800 per user per month.

How does Patterns ensure data security and compliance?

Patterns supports cloud, private cloud (VPC), or on-premise deployments, allowing firms to match their security requirements. It adheres to SOC 2 Type II and ISO 27001 programs, offers encryption in transit and at rest, SSO/SAML/SCIM, RBAC, and customer-managed keys for Enterprise clients.

Can Patterns integrate with existing financial tools and templates?

Yes, Patterns offers first-class integrations with Excel, Snowflake, and Python. It can ingest data from XLSX, PPT, PDFs, data rooms, and SQL. Users can bring their own templates, and outputs flow back to Excel, PowerPoint, and CRM with tracked changes and reviewer gates.

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