Patterns is an AI-driven deal execution agent for finance firms—automating sell-side M&A workflows through agentic playbooks that draft CIMs, build financial models, generate buyer universes, and deliver process intelligence memos with integrated Excel and PowerPoint write-back
Core product
AI agent automating sell-side M&A deliverables: CIM drafting, driver-based financial modeling, buyer universe generation, Q&A triage
Functional categories (vendor-stated)
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