What one buyout question produced
Two days, four rounds of questions, and a decision the partners could take to the client.
- XLSXThe buyout model the decision rested onDays of analyst work by hand, built from the firm's own data.
- PPTXThe deck that walks the client through itBuilt alongside the model, so every slide matches the numbers.
- XLSXFour versions as the client's questions changedModel and deck revised together, four times in two days.
“It came up with the same thing that I looked at in the spreadsheet.”
Why a chat window can't build this model
A chat assistant knows what you paste into it. Sofia works from your systems and your firm's way of modeling.
From question to model in one thread
Ask in the Command Center or in Slack. Sofia works in Excel, PowerPoint, SharePoint, OneDrive, Box or Google Drive.
- You ask
Name the decision
Say what the partners need to decide and point Sofia to the files and systems that hold the numbers.
- Sofia builds
Model and deck, in your template
Sofia pulls the inputs, builds the workbook with live formulas and the deck beside it, and asks when an assumption is unclear.
- You decide
Change it and see it
Move an assumption and Sofia revises the model and the deck together. Each version is saved to the engagement folder.
Your modeling standard, on every engagement
Your best modeler's conventions, applied to every model anyone at the firm builds.
Modeling today
- Each analyst builds models their own way
- Only the biggest clients get a full model
- The method leaves when the analyst does
Modeling with Sofia
- Your best modeler shows Sofia the template once
- It becomes a skill the firm owns
- Every client who needs a model gets one
More finished analysis from each person
We run our own firm on Sofia, so we see what it does for one person every day.
- 2×the work a typical person gets done with Sofia
- 5×our heaviest full-time user does five people's work
Numbers your partners can defend
Built so a reviewer can follow the logic and a partner can sign off.
- Formulas stay live
- Every figure traces back through live formulas, so a reviewer can test any input.
- Sources linked
- Inputs point back to the file or system they came from.
- Sofia asks when unsure
- When an assumption is unclear, Sofia asks a structured question and waits for the answer.
- Your people sign off
- A professional at your firm reviews the model before it reaches a client.
- Access your IT lead agrees
- Nothing connects until your IT lead agrees the access. Your never-touch list stays out.
- Your data trains nothing
- Your firm's data isn't used to train AI models, by us or our model providers.
Questions firms ask
What kinds of models can Sofia build?
Buyout, valuation and scenario models, and profitability by client or service line. Describe the decision and point Sofia to the data. Sofia builds the workbook with live formulas and the deck that explains it, in your firm's template.
Are the formulas real, or pasted values?
Real formulas, in Excel. Sofia builds and edits the workbook itself, so your team can trace any figure, change an input and watch the model recalculate.
Can we rely on the numbers?
Review them as you would an analyst's work. Inputs link back to their sources, Sofia asks when an assumption is unclear, and a person at your firm signs off before anything reaches a client.
Where does the data come from?
Your files in Excel, Google Sheets, SharePoint, OneDrive, Box or Google Drive, and the systems you connect, such as QuickBooks, Xero, NetSuite, Salesforce or HubSpot. Sofia works with more than 800 business systems. We set up the ones your firm uses.
Which AI models does Sofia use?
The best model available for each task, whether that's from OpenAI or Anthropic's Claude.
Which decision would you model first?
Score your firm to find the analysis worth handing to Sofia first. Planning a firm-wide rollout? Talk to our team.