The Mosaic Way
Is Your Way
Codify, and standardize the processes that make you great, such that they exist long after your best investors retire.
Built by Finance,
For Finance
Every year, finance professionals spend millions of hours on repetitive financial modeling, manual diligence, and fragmented deal workflows—time that could be better spent evaluating opportunities and driving outcomes.
We built Mosaic because we experienced these inefficiencies firsthand. Mosaic is a flexible, deterministic platform that takes users from inputs to a fully dynamic model in minutes, delivering accurate, auditable outputs with consistency across every deal.
By automating the most time-intensive parts of deal execution, Mosaic enables teams to spend less time on manual model mechanics and more time focused on the assumptions that matter.

Meet our Team

Ian is the Founder and CEO of Mosaic. Prior to building Mosaic, Ian worked in private equity for six years at Onex Partners in New York. An avid technologist and self-taught coder, Ian built the first version of Mosaic as a class project at MIT where he was cross-registered during his MBA at Harvard Business School. Ian holds a Bachelors and Masters of Accounting from University of Waterloo, an MBA from HBS, and is a CPA. In his spare time, Ian is a private pilot and enjoys squash, beach volleyball and motorsports.


Manasa is the Director of Operations at Mosaic, overseeing the end-to-end customer experience within the platform. Prior to joining Mosaic, Manasa worked as a private equity investor at CVC Capital Partners and an investment banker at J.P. Morgan. Most recently, she founded and led Clockout, a social network for ambitious professionals - which boasted tens of thousands of active users and became a top-25-most-downloaded app on the App Store. As a tech enthusiast and experienced investment executive, Manasa is determined to bring much-needed change to the private equity industry. In her spare time, Manasa enjoys dancing, traveling, and eating her way around New York City.


Christopher is the Head of Security at Mosaic, leading the security foundation that underpins our SaaS and AI platform and serving as the first line of defense for customer data and system integrity. Prior to Mosaic, Christopher built and scaled security programs at high-growth companies including Diligent, Oscar Health, and Merge, where he managed teams across IT, GRC, Platform and Product Security, Incident Response, and Privacy. His work focused on enabling secure product development, meeting rigorous enterprise requirements, and ensuring trust at scale. Outside of work, Christopher enjoys traveling and trying new restaurants across New York City.


Ed Bridges is the VP of Engineering at Mosaic, leading the team building the AI-driven deal operating system for private markets. Most recently, Ed was Head of Engineering at Greenlite, where he built the agentic plan-review system that broke the company's core throughput bottleneck, cutting review turnaround roughly 50% at a ~90% expert-acceptance rate, 4x'd the engineering team, and led an AI-native shift that took the team from dozens to hundreds of pull requests a month. Earlier, he built regulatory-grade study platforms for pharmaceutical submissions at Aetion and spent a decade at Squarespace, rising from engineer to Director of Engineering, and growing the organization past 50 engineers. Ed's conviction is that the hard part of AI-native engineering isn't generating the code—it's building teams and systems that can absorb it. Outside of work, he's a lifelong photographer and lives in Brooklyn with his family.


Natalie is the Head of Private Equity GTM at Mosaic helping investment professionals work more efficiently throughout the due diligence process and increase confidence in the accuracy of their models. Natalie joined Mosaic from LiveRamp, an enterprise ad-tech platform where she partnered with mid-market companies to more efficiently utilize customer data. Prior to LiveRamp, Natalie started her career at Alphasights, which is a research firm used heavily by private equity investment professionals. Natalie went to Duke University where she was a varsity athlete and Senior Captain on the Women’s Volleyball team. In her spare time, Natalie still enjoys playing both indoor and beach volleyball and taking tennis lessons in the city.


Michael is the Head of Banking & Credit GTM at Mosaic helping investment banking firms and private credit funds level-up their operations by implementing Mosaic’s category-defining digital deal modeling platform. Michael joined Mosaic after a successful career of principal investing and M&A advisory across industry-leading firms including Cross River, Deutsche Bank, KKR, and Goldman Sachs. Outside of work, Michael enjoys playing basketball and trying out new restaurants in NYC.


Simran is the Director of Customer Experience at Mosaic, owning the post-sale relationship with clients and ensuring investment professionals get maximum value from the platform. Simran joined Mosaic after a successful career in private equity and investment banking, including roles at THL Partners and Harris Williams. Most recently, she completed her MBA at Harvard Business School, during which she also interned at Databricks focusing on customer analytics and consumption reporting. Having first encountered Mosaic while at THL, Simran brings a firsthand understanding of how deal teams operate and what they need from the tools they rely on. Simran holds a B.S. in Finance from MIT and an MBA from Harvard Business School. Outside of work, Simran is an avid foodie, holds a second-degree black belt in Taekwondo, and is a devoted fan of the NYT Connections and Wordle puzzles.


Noelle is a GTM associate helping private equity firms level-up their operations by implementing Mosaic’s category-defining digital deal modeling platform. Noelle joined Mosaic after a successful career of principal investing and M&A advisory across industry-leading firms including Stonepeak and Guggenheim Partners in New York. Noelle holds a B.S. in Business Administration from UC Berkeley's Haas School of Business. Outside of work, Noelle is an avid reader (fiction), enjoys skiing, and is learning French.


Atharva is a GTM Associate on Mosaic's Banking & Credit team, partnering with financial institutions to elevate their deal execution and portfolio management workflows through Mosaic's category-defining digital deal modeling platform. Before joining Mosaic, Atharva advised and financed transactions across the credit ecosystem. Most recently, he was a Senior Investment Associate at Grasshopper, where he focused on credit investing and portfolio management. Prior to Grasshopper, Atharva worked in Leveraged Finance and Direct Lending at MUFG and later joined Lazard's Debt Advisory & Capital Solutions team, advising corporate and sponsor-backed clients on financing strategy, capital structure optimization, and liability management transactions. Atharva holds a B.A. in Business Economics from the University of California, Irvine. Outside of work, Atharva is an avid Lakers fan, enjoys trying new restaurants in NYC, and holds a black belt in Taekwondo.


Tom is a GTM associate at Mosaic helping investment banking firms and private credit funds level-up their operations by implementing Mosaic’s category-defining digital deal modeling platform. Tom joined Mosaic after a successful career of M&A advisory, commercial banking and media strategy across industry-leading institutions, including Guggenheim Partners, Citi and the National Football League in New York. Outside of work, Tom enjoys playing golf and spending time on the Chesapeake & Eastern Shore.


Ria is a GTM Associate on Mosaic’s Banking & Credit team, partnering with financial institutions to enhance their deal execution and portfolio management workflows through Mosaic’s category-defining digital deal modeling platform. Ria joined Mosaic from Lazard's Healthcare M&A group, where she advised public and private companies on buy-side and sell-side M&A transactions, supporting clients through valuation, due diligence, and end-to-end execution. Ria holds a B.S. in Economics from the Wharton School at the University of Pennsylvania. Outside of work, she enjoys experimenting with new recipes, playing golf and tennis, and exploring NYC’s restaurant scene.


Claudio is an Engineering Manager at Mosaic responsible for continuously improving and evolving the Mosaic API, infrastructure, and testing suites that keep Mosaic 'Correct the First Time - Every Time.' Prior to Mosaic, Claudio held Senior Software Engineer roles at a number of SaaS companies (left because he automated away all his and his peers' work), and was a U.S. Air Force Signals Intelligence Analyst. In his spare time, Claudio is an avid home automation enthusiast, puzzle solver, lifelong linguistics and philosophy student, and 2x dog dad.


Michael Rouse is an Engineering Manager building the future of deals analysis at Mosaic. Prior to Mosaic, Michael was the founding engineer at Synch, an AI-enabled rev ops platform, and is the founder of PortfolioMeta - the Bloomberg Terminal for "the 99%" of investors. Michael also served as an Infantry Team Leader for the United States Army National Guard. Outside of work, Michael prioritizes fitness and enjoys exploring new restaurants in New York.


Alex is Mosaic's Founding UX/UI Designer, helping elevate design across the company and shape exceptional product experiences. Prior to Mosaic, Alex was a Product Designer at Deloitte Digital, where he conceptualized and designed early-stage products for new market spaces at the firm. He's worked across every aspect of design, on products spanning many industries, and is eager to bring his expertise and energy to the finance world. Alex holds a BA in Business Information Technology from Virginia Tech. Outside of Figma, you'll find him exploring new restaurants in the city, working on his next sewing project, or at the gym.


Casey Ross is a software engineer at the forefront of the Mosaic development team, tasked with infusing innovation while upholding the precision cherished by our customers. With a seasoned wealth of experience in software and web development, Casey brings a deep-rooted enthusiasm for mathematics and an unwavering dedication to propelling Mosaic to the leading edge of financial solutions. Beyond the screen, Casey finds solace in staying active through sports and exploring the scenic trails of Colorado with his dog, Fin.


Andrew Fitzgerald is a software engineer at Mosaic, bringing his expertise and passion to the development team, where he focuses on enhancing Mosaic's API and financial calculation engine. Based in New York City, Andrew has been a developer since 2014, with a particular interest in Python and finance. Before joining Mosaic, he worked at Indico Data, an AI company, and JPMorgan Chase, where he developed financial forecasting tools. Outside of coding, Andrew enjoys traveling, cooking, and exploring the city with his dog Sammie.


Andrew Chen is part of Mosaic’s Banking and Credit team, where he's helping shape the platform's evolving banking and credit use cases. His work is grounded in building experiences that are intuitive, practical, and deeply impactful. Previously, Andrew designed user interfaces at Tesla across energy and vehicle products and worked on internal systems at Amplitude. Across roles, he’s developed a consistent approach to product design: start with real user needs and solve for them simply and thoughtfully. Outside of work, you’ll usually find Andrew doing yoga or catching a Broadway show.


Kevin is a full stack software engineer based in New York City, focused on frontend, UX, and performance. In his previous role at BNY, he built data-heavy dashboards and internal tooling for ML-driven anomaly detection and app diagnostics, and he mentored junior engineers in the frontend space. Outside of work, he enjoys powerlifting and cooking, and recently became a first-time dog dad.


Euibin Cheon is a software engineer at Mosaic with front-end expertise and experience building web applications across a range of industries. Before joining Mosaic, he worked at Dropbox and Goldman Sachs, where he helped build responsive, user-focused web applications for large-scale, high-impact platforms. He is passionate about creating clean, user-centered interfaces and thoughtful digital experiences. Away from the keyboard, he enjoys cycling, traveling, and tinkering with his 3D printer.


Anna is a software engineer on Mosaic’s Platform and Private Equity team where she is helping to build tools for private equity deal modeling and investment workflows. Previously, she worked at Amazon Web Services on the ECS Console team, building customer-facing interfaces for managing infrastructure and deploying applications at scale. She is particularly interested in simplifying complex systems and building intuitive, thoughtfully designed products. She holds a degree from Barnard College, Columbia University where she studied computer science and psychology. Outside of work, she loves reading, skiing, and biking in Central Park.


Charlie is a software engineer working on Mosaic's digital deal modeling platform. Before Mosaic, Charlie worked as a full-stack software engineer at the cybersecurity firm, BlueVoyant, where he helped build and scale their platform for large enterprise clients. He enjoys the challenge of transforming an idea from a theoretical to reality through code. Charlie graduated from Tufts University with a BS/MS in Computer Science and a BS in Quantitative Economics. Outside of work, Charlie enjoys solving crosswords, watching sports, traveling, and exploring New York's restaurants, parks and hidden gems.


Gracie is an Executive Assistant at Mosaic, supporting daily operations and helping keep the office running smoothly. She manages schedules, coordinates travel, supports event planning, and oversees day-to-day logistics while creating a welcoming experience for clients and team members. Gracie is passionate about helping others succeed and takes pride in keeping things organized behind the scenes. Gracie holds a B.A. in Human Development and Family Sciences from Samford University. Outside of work, Gracie enjoys trying new workout classes, walking in Central Park, and cooking recipes from her grandmother’s cookbooks.


Mo Wick is an AI Analyst at Mosaic - serving private equity firms and investment banks as supplemental horsepower when staffing capacity is scarce or timelines are tight. Outside of work, Mo enjoys reading Barron's, attending the Berkshire Hathaway AGM (virtually), and neurotically checking email for the next opportunity to serve our customers.

Meet our Advisors

Troy is the Founder and CEO of Ontra, the global leader in contract automation and intelligence. Prior to Ontra, Troy worked in private equity at H.I.G. Capital. Earlier, he worked in management consulting at Monitor Deloitte. Troy holds a B.A. from New York University. In his spare time, Troy enjoys sailing, biking, reading, and spending time with his family.


Rob is the CEO of Financial Recovery Technologies (“FRT”), a tech-enabled services firm that helps institutional investors maximize recovery from securities class action settlements. Prior to FRT, Rob has founded, operated, and advised a number of B2B technology companies including CCBN, which he grew to over 500 employees and $75mm of revenue before selling it to Thomson Reuters.


Jeff was the founding CFO of several successful finance franchises including Evercore, Silverpoint Capital, and most recently Centerbridge Partners where he served as Senior Managing Director and CFO for 13 years since the firm’s inception in 2006. Since retiring from Centerbridge, Jeff has been an active advisor to alternative asset managers and related service providers, helping launch several first-time funds and working with early-stage service providers like Mosaic across the front, middle and back office of investment managers.


Kristin is a Senior Lecturer of Finance at Harvard Business School. She currently teaches "Creating Value through Corporate Restructuring," a popular elective course that analyzes how economic stress and restructuring creates challenges and opportunities for businesses and their stakeholders. Prior to HBS, Kristin was a Managing Director at Bain Capital and was a member of Bain Capital Credit's Investment Committee. Kristin is a Director on the Board of Dollarama (TSX:DOL).


Frank Cespedes teaches at Harvard Business School, ran a business, serves on Boards, and is affiliated with VC and PE firms. He is the author of six books as well as articles in Harvard Business Review, Wall Street Journal, Organization Science, and other publications. He has consulted with numerous companies on strategy development and implementation, sales and marketing, leadership, pricing, and start-up issues.



John is the Director of Technology at Apply Digital, a global digital media agency. John is a seasoned technology leader with over 25 years of technology experience with top global digital agencies and global brands such as Critical Mass, Blast Radius, Idea Couture, Softchoice Corporation, Sapiens, and others. John is an avid traveler and an accomplished photographer, who loves to spend time with this dog in the great outdoors.


Rohit is the co-founder of Office Hours, a coaching service and digital training content provider focused on placing candidates in investment banking and private equity roles. After graduating from Northeastern, Rohit was an investor at Battery Ventures. He then joined SourceScrub as Employee #2, with a heavy focus on B2B enterprise software sales. As the head of SourceScrub's New York office, Rohit helped scale the business since the early days. Since then, the company has exited twice – first to Mainsail and then to Francisco Partners. In his spare time, you can find Rohit on the tennis court down in Miami where he resides full-time.


Our Offices

New York
410 Park Ave, Floor 10
New York, NY 10022

Toronto
161 Bay Street
27th Floor, Toronto
ON, Canada
M5J 2S1
Deterministic
Models, Enhanced by AI
Learn more about how AI is selectively integrated into Mosaic’s deterministic modeling platform
Built for Enterprise Trust
Protecting your data is core to how Mosaic is built. Mosaic is enterprise-ready and secure by design.
By the Numbers
Experience the Platform Live
Reach out to learn how finance professionals worldwide are leveraging Mosaic to work more efficiently.
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