Patterns
What is Patterns?
Patterns is a finance-focused AI agent that automates sell-side M&A tasks like creating CIMs, financial modeling, buyer universe generation, and process intelligence. It integrates with Excel, Snowflake, and Python to deliver faster execution (70% quicker CIM creation), expert-validated outputs, and scalable solutions for financial teams.
How to use Patterns?
Connect data sources (XLSX/PPT/PDFs, SQL, data rooms). The AI agent follows your playbooks to extract, compute, and assemble deliverables. Output results to Excel, PowerPoint, or CRM with tracked changes and citations. Choose from prebuilt workflows for tasks like financial modeling, buyer analytics, or use custom templates for CIM drafting and process memos.
Patterns Pros and Cons
Patterns Pricing
Sell-Side Sprint
60–80 slide CIM draft, drivers‑based model, 200+ buyers. Compress 6–8 weeks to 3–4.
Process Intelligence
Weekly process memos, Q&A triage, bidder analytics. Keep leadership aligned without adding headcount.
For the latest pricing, please visit this link: https://www.patterns.app/pricing
Prices are subject to change. Please visit the official website for the most up-to-date pricing information.
Traffic Analytics of Patterns
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| Keyword | Volume | CPC | Estimated Value |
|---|---|---|---|
| patrolapp ai cost | 160 | $0.00 | $0.00 |
Patterns Compare
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Info current as of post date. Offers and availability may vary by location and are subject to change.
Patterns Prompts (0)
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Patterns Q&A
Our approach leverages AI to automate repetitive tasks, allowing analysts to focus on higher-value work rather than just increasing headcount.
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