Patterns is an agentic research platform designed for M&A deal execution, automating the creation of banker-grade deliverables like CIMs, financial models, and buyer analyses.

How much does Patterns cost?

Patterns offers software plans starting at $800 per user per month for the Cloud plan, with custom pricing for Enterprise. Done-for-you services are also available, such as a Sell-Side Sprint for $15,000.

What can Patterns do?

Patterns can draft CIM sections from source documents, generate drivers-based financial models, create buyer universes with tags, perform customer churn analysis, and draft IC memos with citations, all with Excel/PowerPoint write-back.

How is Patterns different from adding more analysts to the team?

Patterns provides infinite scale and instant impact by automating repetitive tasks, allowing existing analysts to focus on judgment and relationships, thereby increasing deal throughput without adding headcount.

Does Patterns require coding?

While Patterns offers Python access for advanced users, its core functionality is designed for bankers to use directly, following playbooks to execute tasks.

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AI Agents

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Patterns

Best for M&A

Automates financial analysis

Enterprise-grade security

Customizable workflows

Human-in-the-loop

Automate M&A deal execution with AI agents for faster, accurate deliverables.

Workflow

Research

FREEMIUM

ADVANCED Complexity

HYBRID

Last updated: May 13, 2026

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Quick Answer

Patterns is an agentic research platform that automates M&A deal execution, generating banker-grade CIMs, financial models, and buyer analyses. It features document intelligence, Excel/PowerPoint write-back, and AI memory for custom formats. Best for investment bankers and private equity teams. Available via per-user software plans or done-for-you services.

Decision Intelligence

Best For

Accelerating M&A deal execution for investment bankers

Automating seller prep for private equity firms

Generating banker-grade financial models for analysts

Streamlining process intelligence for deal teams

Drafting Confidential Information Memorandums (CIMs) faster

Not Ideal For

Individuals or small businesses outside of M&A or finance

Users seeking a free or low-cost AI tool for general tasks

Non-technical users who prefer no-code solutions without any setup

Teams not involved in complex financial analysis or document generation

Fit Score

Complexity

ADVANCED

Company Size

SMALL

MEDIUM

ENTERPRISE

Team Size

SMALL_TEAM

LARGE_TEAM

Skill Level

EXPERT

About Patterns

Patterns is an agentic research platform for M&A deal execution, helping finance teams draft banker-grade Confidential Information Memorandums (CIMs), financial models, and buyer analyses. It automates repetitive tasks like document extraction, KPI generation, and Q&A triage, integrating with Excel, PowerPoint, and CRM. The platform aims to accelerate deal timelines and reduce manual grunt work for investment bankers and private equity professionals.

AI-extracted from public sources. May contain errors. Methodology · Are you Patterns? Claim listing

What Makes Patterns Unique

Patterns offers an agentic research platform specifically designed for M&A deal execution, providing banker-grade outputs like CIMs and financial models with bidirectional Excel/PowerPoint sync and a human verification loop for accuracy.

Capabilities

CIM authoring and document intelligence

Financial model generation

Buyer universe generation and tagging

KPI generation and analysis

Memo/notebook scaffolding

Excel and PowerPoint write-back

Multi-step workflows and autonomous execution

Q&A triage and answers

Task Categories

Research

Data Analysis