In this Financial Times article by Sujeet Indap, discover how Mosaic is redefining private equity with a platform that makes deal modeling fast, insightful, and defect-free. Learn how industry leaders like Warburg Pincus LLC, CVC, New Mountain Capital and more are leveraging Mosaic to save time and reduce errors in commoditized financial modeling tasks - freeing up their deal teams for more strategic work: Read more: https://on.ft.com/4dXEvth
Mosaic
Financial Services
New York, NY 5,930 followers
The world's leading digital deal modeling platform.
About us
Built by investors for investors. Mosaic is the world's premier digital deal modeling platform, harnessing cutting-edge technology and generative AI to serve high-performing deal teams that collectively manage over $1 trillion in assets. Trusted by leading private equity investors at Warburg Pincus, CVC Capital Partners, Investcorp, Onex Partners, New Mountain Capital, Riverside Partners, OTPP & more. Backed by established industry veterans, including the founders of Ontra and BamSEC. Features: • The Financial Times: https://on.ft.com/4dXEvth • Bloomberg: https://www.bloomberg.com/news/articles/2024-09-16/startup-touts-automated-deal-modeling-tool-aimed-at-overworked-junior-bankers
- Website
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https://mosaic.pe/
External link for Mosaic
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Specialties
- Private Equity, Investment Banking, Hedge Funds, Growth Equity, Credit, M&A, Leveraged Finance, Gen AI, Investment Management, Asset Management, Corporate Development, Search Funds, Limited Partners, and General Partners
Products
Mosaic
Financial Analytics Software
Mosaic is the world’s #1 deal model automation and collaboration software platform designed to help investment professionals save time and eliminate errors by automating table-stakes returns math, allowing them to focus on the things that matter: critical thinking. Models saved in Mosaic also serve as a single source of truth for private equity firms and search funds to analyze their past deals. Mosaic also leverages AI to seamlessly turn static financial statements (CIMs, P&Ls, etc.) into dynamic, working operating models. All Mosaic models can be exported into fully functional Excel models with working formulas.
Locations
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Primary
575 5th Ave
New York, NY 10103, US
Employees at Mosaic
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Rob Adler
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John Cavacas
Technology Leadership | Product & Engineering | Business Transformation | AI | Advisor
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Matt Satorius
CTO / Full Stack Developer / Production Manager / Audio Engineer / Private Pilot
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Rohit Malrani
Building Sterling Printing-Print/Promo/Swag(State Contract-OFF48)
Updates
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Last week, Mosaic’s Private Equity Fight Night at the Classic Car Club brought together a fantastic group of private equity professionals for an unforgettable evening of boxing, fine dining, and connection. Front-row VIP seats, a perfectly aged ribeye dinner, and a stunning backdrop of world-class supercars set the stage for an extraordinary night as the 2024 Metropolitan Boxing finalists went head-to-head. Thank you to everyone who joined us for this exclusive Pre-MD event - it’s events like these that make our community so special. For those who couldn’t make it, we’ll see you at the next one!
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Last week, we had a memorable evening at Hawksmoor, bringing together private equity technology leaders to explore the future of our industry. It was inspiring to see everyone exchanging insights on the transformative impact of technology – from advancements in AI to digital efficiencies across private equity. At Mosaic, we’re committed to empowering investment professionals with digital deal modeling tools that make analysis faster, more intuitive, and fully collaborative, supporting smarter decisions in a rapidly evolving landscape. To the incredible individuals leading the charge, thank you for driving forward the innovation that’s shaping the future of private equity. Excited to be on this journey with all of you!
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Another exciting day as Mosaic welcomes Michael Rouse to the engineering team in NYC!!! 🚀📈🧑💻 The founding team at Mosaic has known Michael for over 2 years - admiring from afar the success of his consumer finance app PortfolioMeta - the "Bloomberg Terminal for the 99%." We couldn't be more excited that Michael has taken the leap to join our journey to build the future of deals analysis with us. Also a very fitting way to celebrate Veterans Day as Michael served six years as an Infantry Team Leader for the US Army National Guard. Welcome Michael!!! The future has never looked brighter for Mosaic.
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We're thrilled to be welcoming Andrew Fitzgerald to our growing engineering team at Mosaic!!! 🚀 🚀 🚀 Building the world's leading digital deal modeling platform doesn't happen by magic (though it sometimes feels like magic) - it happens with hard work and dedication of people like Andrew who are passionate about bringing change to the deal making world. Prior to Mosaic, Andrew worked at Indico Data and J.P. Morgan, building financial forecasting tools in Python. Outside of coding, Andrew enjoys traveling, cooking, and exploring the city with his dog Sammie. Welcome Andrew!!! We're excited to have you accelerate our already rapid pace of development.
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We were thrilled to host a great group of students from the University of Waterloo in NYC! Sharing how Mosaic is revolutionizing financial modeling and discussing the entrepreneurial journey that got us here was a highlight. It's always exciting to connect with the next generation of leaders and inspire them to think big and challenge the status quo.
Continuing their trip in New York City, our International Study Course class met with Mosaic, a startup launched by SAF alum Ian Gutwinski to offer software as a service (SaaS) for finance firms. Mosaic leverages AI capabilities to empower private equity professionals to produce financial valuation models in significantly reduced time with unwavering accuracy. The students were very inspired by Ian’s entrepreneurial spirit and left with valuable lessons from this meeting, particularly regarding Ian’s career progression and the challenges he faced in starting his business. 🚀 Marketing Matters: Marketing is crucial when introducing a new potentially disruptive product, especially when there is resistance to change among current users. 🤝 Build Your Network: Surrounding yourself with capable and supportive people is just as important to your development—if not more so—than simply working hard by yourself. 💬 Embrace Feedback: Discussing issues with others and incorporating feedback is a key strategy in creating more value in your work. Thank you to Mosaic founder and CEO Ian Gutwinski for hosting our class and giving them a unique opportunity to learn from the perspective of a successful #SAFalum entrepreneur! #UWaterloo #SAFabroad #UWaterlooGrad #Entrepreneurship #AI #AIinFinance #SaaS #PrivateEquity #InternationalStudyCourse
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Still buzzing from our epic NYC Private Equity Car Club mixer! A massive shoutout to everyone who made the night absolutely unforgettable – from the F1 simulators to McLaren/Ferrari joy rides, the energy was incredible. Stay tuned for what’s next – it only gets bigger and better from here! Check out the highlights below.👇
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Last night, we had the pleasure of hosting another edition of our Pre-MD Private Equity Dinner Series at L'Artusi with a group of top-tier large-cap buyout investors in the Technology sector. The evening couldn't have gone any better - thank you to our incredible guests for taking time out of your packed schedules to be intentional about community-building. We are looking forward to keeping this tradition going across many more dinners to come!
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What a fantastic evening at the Classic Car Club Manhattan last week! A huge thank you to everyone who joined us at our annual Private Equity Industry Mixer and helped make the night unforgettable. It’s the people who turn these events into something truly remarkable, and we couldn’t be more grateful to be part of such an incredible community. From F1 simulators to epic joy rides, the night was all about making connections and creating memorable experiences. A special shoutout to Automobili Lamborghini S.p.A. for the amazing door prizes and to the Car Club team for hosting us in such a unique space. Check out some snapshots from the evening below.
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Buckle up - Mosaic’s legendary NYC Car Club mixer is back by popular demand for investment professionals in the Mosaic network! Get in touch with your Mosaic rep today to get on the list before we hit capacity. A strict guest list will be monitored at the door. With door prizes by Lamborghini, virtual F1 simulators, and joy rides in the Car Club's fleet - you don't want to miss the PE industry's event of the year.