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AI Deal Modeling

First-pass models that
think like your firm

mixus encodes your templates, standards, and deal history into every model run. Consistent, reviewable output — not generic AI output.

Pro forma cap tablesM&A waterfallsDown-rounds & bespokeReal .xlsx output

Live in days, not months. 3–5 examples is all we need.

Cap table generated — ready to download
Series A Pro Forma Cap Table generated by mixus
Click to expand
< 15 minFirst-pass modelfrom intake to reviewed .xlsx
3–5Examples to launchanonymized models are fine
94%Acceptance rateafter the first review cycle

How it works

From your examples to a live standard

Four capabilities that encode individual expertise into a firm-wide modeling system.

01

Playbooks

Your review standards, automated

A playbook encodes how your team builds a specific model type — the intake questions, calculation methods, output format. Every run is consistent.

  • Scoped per practice — VC gets different rules than M&A
  • Versioned with full audit trail
  • Every output traces back to a specific rule
  • Structured intake turns associate judgment into parameters
DemoTech Series A Term Sheet Playbook builder showing 15 financing rules
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02

Learning Loop

3–5 examples unlock a new workflow

Share a small set of completed models. The system extracts the pattern, runs live, and keeps improving as reviewers correct it — no retraining needed.

  • Reviewer corrections captured as structured signals
  • Signals compressed into concise, auditable rules
  • Rules inject into every future run at inference time
  • Knowledge persists when people leave
AI Learnings dashboard showing 14 active rules, 80% acceptance rate, and synthesized rules from reviewer feedback
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03

Capabilities

From pro formas to bespoke structures

Real .xlsx files with live formulas, multi-sheet layouts, and charts. Every output is validated before delivery.

  • VC up-round cap tables with SAFE/note conversion
  • M&A waterfalls — participating preferred, carve-outs
  • Down-rounds, bridge financings, recapitalizations
  • Built from your existing templates, not generic models
mixus Memory page showing playbook library with financial model templates
Click to expand
04

Institutional Memory

Gets better with every review

Corrections feed back into rules. Rules improve the next generation. When associates leave, the standard stays.

  • First-pass model generated in minutes, not hours
  • Consistent output regardless of who runs it
  • Every decision traceable to a rule or playbook
  • Firm standards embedded permanently — not in anyone's head
Confidence 0.949 signals · M&A waterfall
“In a participating preferred waterfall, always model the double-dip scenario separately alongside the as-converted scenario — flag whichever is more dilutive to common before delivery.”
Confidence 0.906 signals · VC pro forma
“When modeling a Series A with outstanding SAFEs, always calculate the effective post-money cap after all instruments convert, not on the pre-conversion cap table.”

Rules are readable, auditable, and editable by your team.

Getting Started

Live in days, not months

Here's what we need and what you can expect.

1

Share 3–5 examples

Completed models, anonymized is fine. We extract the pattern.

2

We build the playbook

Intake flow, modeling standards, and agent configured within days.

3

Practice goes live

Associates run models. Each review makes the system better.

Mixus vs Claude

Models and diligence outputs—not only chat answers

You are used to Excel and decks that tie to the credit memo and the exceptions log. A chat-first tool can help with formulas or narrative, but stitching multi-hour work across artifacts is still largely on you. Mixus is aimed at long-running agents and firm standards so deliverables land where your team already works.

Word where lawyers already live

Review inside the document, not only beside it.

Playbooks and review discipline

Institutional standards, not one-off prompts.

Spreadsheets and memos as deliverables

Working Excel outputs, not only chat text.

Admin, monitoring, and org controls

Visibility for innovation and risk teams alike.

Includes narrative context, a capability matrix, and primary sources with a visible last-updated date.

Walk through it with us

We'd love to show you what this looks like on a real deal and discuss a rollout plan.

mixus.ai