Pricing

Start free. Scale when the team is ready.

Every plan includes the full modeling agent and fully functional Excel export. Month-to-month, cancel anytime.

Free trial

7 daysfree

See Modeloptic in action.

1 company
20 agent prompts
Full access to the modeling agent
Excel export included
No credit card required

Start Free Trial

Starter

$200/ month

~0.69% of average PE associate all-in cost

For running a few deals at a time.

3 new companies / month
60 prompts / month
Full access to the modeling agent
Month-to-month, cancel anytime
Email support

Pro

$500/ month

~1.71% of average PE associate all-in cost

For daily use.

10 new companies / month
200 prompts / month
Full access to the modeling agent
Month-to-month, cancel anytime
Email support

Firm

Custom

For more usage or team-specific requirements.

Custom company count
Custom prompt volume
Dedicated onboarding
Priority support

Prefer to start on a call? Schedule a time to discuss live.

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Questions

Frequently Asked Questions

Is Modeloptic an Excel plug-in?

No. It is a purpose-built financial modeling environment with its own model logic, validation, change history, permissions, and AI agent. Excel is an optional output: Generate a fully functional version of the model with live formulas in Excel at any time, and keep using Excel in your workflow where that makes sense.

Does the Excel export really contain formulas?

Yes. It is a fully functional copy of the model with all formulas wired up, as a top-tier modeler would have built it by hand - not hardcoded values. Download the walkthrough model and click through the debt schedule, sources and uses, and returns.

What kinds of models can it build?

Three-statement operating models with driver-based revenue builds; transaction and LBO models with sources and uses, debt schedules, cash sweeps, balance sheet adjustments, and IRR and MOIC sensitivities; DCFs; multiple operating and acquisition cases; and follow-on transactions such as dividend recaps and bolt-ons. If you have a specific structure in mind you want to run by us, please reach out.

How reliable is the AI agent?

In the SaaS LBO walkthrough, each of the three steps produced identical values in 10 of 10 runs; the LBO step varied in layout and labeling (for example, whether to break out non-debt financing cash flows in a separate section). AI is still fallible though, which is why every run ends with a summary and an itemized list of actions you can preview before applying, and why the change log lets you roll back.

What inputs does it take?

Historical financials and operating metrics as xlsx, csv, docx, or pdf files; accounting-system integrations (QuickBooks, Xero, NetSuite, and Sage Intacct) for ongoing updates; and public-company data via downloaded files.

Can I see and undo what the agent changed?

Yes. The agent shows its plan and progress while it works, then reports a summary and the full list of individual actions. You can preview the result in an isolated environment or apply it. Every save is recorded in the change log with who, when, and what, and you can roll back to any prior save.

What happens to my data?

Your files, models, and outputs are used to provide the service to you and nothing else. AI providers are used through their commercial APIs, whose terms exclude customer data from model training, and we do not opt into any training or retention programs. Access is enforced per company and per user, and we follow modern industry best practices for data security.

What does the free trial include?

Seven days with one company and 20 agent prompts, with full access to the modeling agent and Excel export. No credit card is required. When the trial expires, the instance becomes view-only.

Can my whole firm sign up?

Yes. Custom plans cover more companies, higher prompt volume, dedicated onboarding, and priority support. Schedule a call and we will scope it with you.

What is the commitment?

Month-to-month. Cancel anytime.

Can I model public companies?

Yes, using downloaded filings and data files as inputs. The product is currently tuned more for private-company modeling; if public-company workflows are central for you, tell us which capabilities would make it a fit.

What about recurring FP&A - budgets, reporting, variance?

Modeloptic FP&A is a dedicated workflow for connected historicals, recurring forecasts, variance analysis, and reporting, and it is the natural home for a deal model after close. Explore Modeloptic FP&A →