patterns
Patterns is an institutional-grade intelligence platform for private capital investors that transforms deal documents into decision-ready analysis, financial models, and market intelligence instantly.
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Quick Overview
Best for: Finance
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Freemium from Custom pricing available upon request
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patterns
Patterns is designed to streamline the investment analysis process for private capital investors by converting various deal documents such as pitch decks, CIMs, and financial statements into structured data, financial models, and market insights. It leverages AI to extract and normalize key performance indicators and financial metrics, generate audit-ready financial models, and provide automated market research including comparable company analysis. The platform supports the full investment lifecycle from deal screening and diligence to portfolio management, enabling faster, standardized, and data-driven investment decisions.
Financial data automation platform streamlining finance tasks with AI and integrations.
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Claim this listingKey Features
Data Extraction & Normalization
Extracts and normalizes financial and business data from PDFs and other document formats into structured KPIs such as ARR growth, LTV/CAC, and adjusted EBITDA.
Automated Financial Modeling
Generates dynamic, audit-ready financial models including LBOs, growth forecasts, and operating scenarios that are fully customizable and board-ready.
Instant Market Research
Provides automated comparable company analysis using public market data, including transaction multiples, trading comps, and sector benchmarks.
Multi-format Document Upload
Supports secure upload of PDFs, PowerPoint, Excel, Word documents, email forwarding, and data room integration.
Structured Deliverables
Delivers Excel financial models, investment memos, presentation materials, and structured data exports in JSON and CSV formats.
Research Database
Offers a searchable database of processed deals for benchmarking, trend analysis, and portfolio company comparison.
Enterprise-grade Security & Compliance
Includes SOC 2 readiness, ISO 27001, GDPR, CCPA compliance, end-to-end encryption, VPC deployment, on-premise options, and multi-factor authentication.
Pricing
14-day free trial available for qualified investment firms.
Enterprise Plan
Custom pricing available upon request- Full platform access
- Dedicated support
- On-premise deployment options
Use Cases
Deal Screening
Quickly qualify investment opportunities, make go/no-go decisions in minutes, standardize analysis across inbound deals, and surface key risks and opportunities.
Diligence & Execution
Automate LBO and DCF financial models, summarize data room documents, prepare data-driven investment memos, and analyze market and competitive landscapes.
Portfolio Management
Benchmark portfolio company KPIs, track industry trends and multiples, identify add-on acquisition opportunities, and standardize board reporting.
Integrations
Data Room Integration
Seamlessly submit documents from existing data rooms for automated processing.
API Access
Access structured data exports and integrate with existing workflow tools and databases.
Benefits
Limitations
Frequently Asked Questions
What types of documents can Patterns process?
How long does it take to process a standard CIM?
Is my data secure with Patterns?
Can I customize the financial models generated?
Getting Started
- 1 Step 1: Upload deal documents securely via the platform, email forwarding, or data room integration.
- 2 Step 2: Allow AI to automatically extract, normalize, and analyze financial and business data.
- 3 Step 3: Review generated financial models, investment memos, and market analysis, then export or integrate outputs into your workflow.
Support
Contact support via the contact page on the Patterns website.
Documentation
Access user guides and resources through the Patterns platform.
API
API documentation is available for accessing structured data exports and integrating with existing workflows.
Not specified in the available information.
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