For Investment Banking

Faster Models, Fewer Iterations

Mosaic’s deterministic deal modeling platform automates core investment banking workflows with complete accuracy and traceability. Bankers reduce model iterations, accelerate decision-making, and increase deal volume while preserving quality control.

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Use Cases

Next Generation Deal Execution

Empower deal teams with faster modeling, centralized collaboration, and real-time scenario flexibility.

Valuation

Build fully dynamic LBO, DCF, accretion/dilution, and credit models in minutes - not hours - with complete accuracy. Mosaic automates the most time-intensive parts of modeling, from constructing operating cases to linking schedules and running sensitivities.

Collaboration & Versioning

Mosaic provides a centralized, cloud-based environment where deal teams can work in parallel, track changes in real time, and maintain a single source of truth.

AI-Powered Model Generation

Upload a CIM or send a prompt to generate a complete LBO or DCF in minutes, with AI accelerating the workflow and deterministic logic ensuring accuracy.

Customized Outputs & Standardization

Export directly to Excel, PowerPoint, and PDF, and map outputs to your firm’s exact formats—down to labels, layouts, and branding. Deliver consistent, MD-ready materials that match your team’s standards with no manual rework.

Scenario Analysis

Run management, base, and downside cases side-by-side and see the impact on returns in real time, without relinking formulas.

Firm-Wide Consistency

Standardize assumptions, model structuring, or outputs across teams while staying flexible on each deal.

Platform Features

Engineered for Investment Banking

Mosaic provides investment banking teams with a centralized platform for dynamic modeling, scenario analysis, and client-ready outputs, enabling faster decision-making across every transaction.

Valuation Toolkit

Build fully dynamic LBO, DCF, accretion/dilution, and credit models in minutes with deterministic accuracy. Mosaic automates the most manual aspects of modeling, from operating cases and schedule linking to sensitivities, enabling teams to instantly flex models for live deal iterations, new scenarios, and client requests.

Mosaic Vision

Upload a full Excel workbook, CIM, or screenshot to pull data directly into an operating model.

Autopilot for LBOs

Build fully dynamic LBOs in minutes—not hours. Instantly pressure-test purchase prices, leverage, and operating cases to see how returns move in real time. Mosaic automatically builds and links the full model—operating cases, sources & uses, debt schedules, and returns analysis—along with sensitivities, entry/exit bridges, and scenario comparisons.

Integrations

Mosaic integrates with Cap IQ and Factset (depending on firm preference).

Custom Templates

Build tailored, reusable templates once and ensure consistent model frameworks across the firm.

Custom Outputs

All models built in Mosaic can be exported to Excel, PDF, and PPT. Mosaic can even map directly to a firm’s IC materials across Excel, PowerPoint, and PDF—down to labels, layouts, and branding.

Sensitivity Tables

Create dynamic sensitivities across any operating or deal assumption directly within the platform.

Football Field Valuation

Automatically generate football field charts across DCF, comps, precedents, and more—fully standardized and presentation-ready. Mosaic links directly to underlying models, dynamically updating valuation ranges, sensitivity cases, and supporting outputs as assumptions change.

Special Situations

Pre-built structures for dividend recaps, M&A, earnouts, IPO exits, de novos, and more—deployable in seconds.

Case Analysis

With all models saved in one place, value is immediately unlocked through built-in analytics and benchmarking tools.

Analytics

With all models saved down in one place, value is immediately unlocked through built-in analytics and benchmarking tools.

Centralized Deal Library

Rather than a fragmented folder system, Mosaic provides a structured, searchable system that captures every deal, regardless of whether it was ultimately moved forward.

LBO Watch-list

Senior bankers can monitor their targeted public company universe directly within Mosaic’s platform. The LBO Watchlist automatically tracks companies across that universe and alerts users when predefined financial criteria indicate an attractive LBO opportunity. Powered by Mosaic’s deterministic platform, users can build LBOs manually or through our agentic AI workflow with confidence in the accuracy of the outputs.

Profile Defaults

Mosaic enables firms to standardize key deal assumptions across every model, including forecast periods, operating drivers, leverage tranches, and tax structures, reducing setup time while ensuring consistency across teams and transactions. Users can also pre-configure outputs such as sensitivity tables and summary financials to match firm-specific formats, creating a scalable framework for faster, institutional-quality deal execution.

Deterministic
Models, Enhanced by AI

Learn more about how AI is selectively integrated into Mosaic’s deterministic modeling platform

AI Approach

Built for Enterprise Trust

Protecting your data is core to how Mosaic is built. Mosaic is enterprise-ready and secure by design.

Security

By the Numbers

AUM of firms using Mosaic

$5.6 Trillion

Hours saved

350,000+ hours

Experience the Platform Live

Reach out to learn how finance professionals worldwide are leveraging Mosaic to work more efficiently.

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