finance

Patterns

AI-powered deal execution platform for M&A — automates CIM drafting, financial modeling, and buyer research for finance firms.

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patterns.app

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Quick facts
What is it	AI-powered deal execution platform for M&A — automates CIM drafting, financial modeling, and buyer research for finance firms.
Pricing	Paid — from $800/mo
Free tier	No
Platform	Web Application
Best for	seller preparation for M&A deals, automating confidential information memorandums
Domain registered	2021

Data updated Aug. 1, 2026

What does Patterns do?

Patterns is an AI-powered deal execution platform specifically designed for finance firms handling mergers and acquisitions. It automates the labor-intensive process of creating confidential information memorandums (CIMs), financial models, and buyer research. The platform takes in various document formats including Excel, PowerPoint, PDFs, and SQL databases, then uses AI agents to extract, compute, and assemble banker-grade deliverables with proper source citations.

What sets Patterns apart is its focus on the specific workflows of M&A professionals. It doesn't just generate content—it follows financial industry playbooks to create drivers-based revenue models, bottom-up cost analyses, and comprehensive buyer universes with tagging logic. The platform features bidirectional synchronization with Excel and PowerPoint, allowing for tracked changes and smooth integration into existing workflows. It also processes call transcripts and email threads to generate weekly process memos and Q&A triage systems.

Investment bankers, private equity teams, and M&A advisors benefit most from Patterns, particularly those working on lower mid-market deals where timelines are tight. The platform can compress the typical 6-8 week seller preparation process down to 3-4 weeks, saving an average of 30+ hours per deal. Firms using Patterns report being able to handle additional deals with the same team size thanks to the automation of repetitive research and documentation tasks.

finance

#ai agent#buyer-research#deal execution#document automation#finance-analytics#financial modeling#m-a-tool#process-intelligence

Key features

What makes it stand out

AI-driven CIM authoring with source citations and document assembly

Drivers-based financial modeling with Excel/PPT bidirectional sync

Automated buyer universe research with tagging and contact enrichment

Process intelligence for weekly memos and Q&A triage from call transcripts

Python and SQL integration for custom KPIs and cohort analysis

Who is Patterns for?

Who benefits most from this tool

seller preparation for M&A deals

automating confidential information memorandums

managing buyer outreach and analytics

Pricing

Cloud

$800.0/month

100 GB storage
$25 per additional ACU overage rate
20 ACUs per user
20 Agent Compute Units (ACUs) per user
Per-user pricing (analysts to managing directors). Unlimited viewers
100 GB secure file storage (encrypted at rest)
Data warehouse connectors: BigQuery, Snowflake, Postgres
Excel integration (bidirectional sync), PowerPoint export, Python access
Document intelligence and database connections for research
Support: Email, Slack, Teams + dedicated support analyst
Baseline onboarding included

Enterprise

Custom

Custom cloud / VPC / on-premise deployments
Volume ACU pricing (unmetered options available)
Expanded storage & retention policies
SSO/SCIM, customer-managed keys, advanced audit
Private model routing & custom tools/agents; banker‑friendly workflows
Dedicated CSM, priority SLAs, quarterly reviews
Custom integrations (CRM, VDR, data vendors; Outlook/Gmail, Slack/Teams)

Trust & presence

Domain Domain registered 2021

Gallery

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