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Companies

Investor Technology

Automated deal modeling for private equity teams

Raised to date

$18.4M

of $18.4M offered across 1 Form D filing

Investors
43
Last filed
Apr 7, 2026

About

Investor Technology Group, Inc., operating as Mosaic, builds an AI-driven deal modeling platform for private markets. The software automates LBO, DCF and other fundamental analyses that deal teams have historically built by hand in Excel, combining deterministic rules-based calculations with AI-powered document ingestion and agentic workflows. It is used by private equity, private credit and investment banking teams at firms including Warburg Pincus, CVC, New Mountain Capital, Bridgepoint and Evercore. The company raised an $18M Series A led by Radical Ventures in 2026 and has integrations with FactSet data.

Deterministic, auditable financial calculations underneath the AI layer — the math is rules-based and standardized rather than model-generated, so outputs are reproducible and reviewable, while AI handles ingestion of existing models and documents.

Funding

  • EquityFiled Apr 7, 2026Form D
    $18.4M/ $18.4M

Product

Mosaic

Financial modeling and analytics software

A digital deal modeling platform that turns deal inputs into a fully dynamic financial model in minutes, then exports to Excel, PDF and PowerPoint. It captures each deal as structured, searchable data so firms can benchmark and compare across their portfolio instead of leaving analysis stranded in one-off spreadsheets.

  • Quick LBO and DCF modeling with deterministic, rules-based calculations
  • AI-powered ingestion of existing financial models and deal documents
  • Structured, searchable deal database with analytics and benchmarking

Built for

Private equity, private credit and investment banking deal teams at institutional firms

People on file