AI Co-Pilot for
Investment Banking
Nummo is the AI-powered co-pilot for investment bankers and private equity professionals, automating DCF, Public Comps, M&A Comps, and LBO model creation to 10X productivity while keeping a human in the loop for strategic oversight
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Features Analysts & Associates Love Most
Always Accurate
Built with its own finance & accounting brain, Nummo references latest filings, precedents, handspreaded financial figures, and market data to deliver Fairness Opinion–ready models with the banker-in-the-loop
Feels Familiar
Minimal learning curve with preserved spreadsheet shortcuts and layout that bankers already know, seamlessly layering AI assistance onto your standard workflow
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Privacy First
Deployed locally behind your firm’s firewall, Nummo will never upload any query data outside the environment—so confidential information stays private while only external market feeds are pulled in
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Chat with Your Own Analyst
Treat Nummo as your own analyst, instructing via chat and it instantly revises every relevant tab and formula with visible changes tracked
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MD Model Reviewer
Anticipate tough MD questions, stress-tests scenarios, detect formula errors, and justify assumptions for a bulletproof model
In-App Research Center
Integrates real-time feeds, accounting updates, filings, and comps, ensuring your model stays current for accurate financial analysis
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Human-in-the-Loop Modeling
Stay in control as Nummo generates tabs, links sources, and unifies projections for a seamless, high-speed modeling workflow
Top-Bucket Level Model Automation
Nummo’s finance brain works with its swarm of specialized agents to build the exact financial and valuation model you need—DCF, Public Comps, M&A Precedents, or LBO
Research Center
Centralizes real-time market data feeds with financially-focused parsing so every assumption is backed by live intelligence
Quick Setup
Launch a fully structured operating and valuation model within seconds—Nummo builds the foundation while you refine the details
MD Model Reviewer
A senior-level second opinion: automatically flags unrealistic assumptions, checks formulas, and resolves issues upon request
Version Management
Captures each iteration (v1, v2, vF, etc.) of your model, letting you revert, compare, or merge changes seamlessly
Local Document Upload
Securely parse sensitive PDFs, PPTs, or Excel files on-prem—no external data transfer required
Model Updates via Chat
Simply request assumption and driver changes in the chat, and Nummo updates every linked tab—no manual cell-chasing
Model Selection
Our AI system auto-populates and structures it accordingly, awaiting further refinement from user input
Discounted Cash Flow (DCF)
Supports multiple valuation scenarios, sensitivity analysis, and financial projections
Public Comparables (Public Comp)
Handspreads competitor historicals directly from filings and calculates operating metrics & valuation multiples for table output and chat deep dives
Operating Model
Organizes historical financials and forecasts revenue detail, cost drivers, and key operating metrics according to the business model and industry vertical specifications
Precedent M&A Transactions
Identifies and outputs relevant transactions, synergy disclaimers, and publicly disclosed transaction values and multiples
Leveraged Buyout (LBO)
Sets leverage ratios, IRR targets, and capital structures for sponsor scenarios based on your operating model build-out, auto-generating IRR and MOIC calculations
Merger Model
Automates accretion / dilution analysis, outputting synergy calculations and pro forma financial statements
