Introducing Agentic Dashboards

Today we're introducing Agentic Dashboards, the interactive way to analyze, present, and share financial work.

Deal teams spend a surprising amount of time building and maintaining the same kinds of deliverables: a deal pack, an IC memo, a live model. Whether it's a ten-year fiber buildout or a leverage case ahead of a client meeting, the work needs to be sourced, kept current, and traceable back to wherever each number came from. Despite this, the financial services sector has always relied on static tools like PowerPoint, Excel, and Word, which means every assumption change has meant rebuilding the deck by hand.

At Model ML, we built Agentic Dashboards so the deliverable can move as fast as the deal team making it. Instead of a static file, an Agentic Dashboard is a living artifact that reshapes as assumptions flex and traces every figure back to its source.

How Agentic Dashboards Work

With Agentic Dashboards, you build a deliverable only once. Simply ask your agent for it as an agentic dashboard, and point it to the sources you already trust: an operating model in SharePoint, the CIM and other VDR materials, deal data from DealCloud, and market comps from sources like PitchBook and FactSet.

Model ML generates a living artifact, similar to the pack you'd build yourself, but interactive. Flex any assumption and see the whole dashboard reshape, or click on any figure and drill down to where it came from, whether that's a structured or unstructured source, internal or external. What you get is a client-ready output you can trust, verify, and audit. It stays live too: as the model updates, so does the pack.

Use Cases: Agentic Dashboards In Practice

Example 1: A valuation is being presented to a client. Agentic Dashboards lets you open up the detail behind every figure, live.

For a deal team taking a valuation to a client, the output is usually a fixed set of slides: a football field, a DCF summary, a comps table, each one built by hand off the back of a model that lives somewhere else. Every number is frozen at the point the page was made, and anything sitting behind it isn't in the deck. Agentic Dashboards shows the model's output rather than a copy of it, pulling from internal sources like the deal model and the firm's own transaction data alongside external market and comparables feeds, so the ranges, the multiples and the sensitivities are all on screen and any figure can be clicked into for the detail behind it. What comes back is a live, more engaging view of the valuation, through which you and the client can move together instead of clicking past.

Example 2: A synergy target shifts mid-engagement. Agentic Dashboards reshape the business case around it.

For a case team running a cost-out program, the business case rarely holds still: the client's finance team revises a synergy estimate two weeks before the steering committee. Normally, that one change means rebuilding the deck by hand: re-running the model, then manually updating the waterfall, the phasing chart, and the workstream-level detail to match. Agentic Dashboards flexes the synergy target and reshapes the whole site immediately, with every figure still traceable back to its source. What comes back is a site that's always current, ready to walk through live in the steering committee.

Example 3: A name in the coverage universe moves. Agentic Dashboards surfaces it without anyone rebuilding the tracker.

For a banker covering a sector, this usually means tracking a list of names that moves constantly: share prices, results, deals, management changes. That generally involves checking a screen for the market data, an inbox or a news feed for the announcements, and a spreadsheet someone on the team maintains by hand for the internal picture of where each relationship stands. With Agentic Dashboards, every change is reflected on the dashboard as it happens. For example, a share price that drops on the back of a profit warning appears instantly against that name, next to the coverage history and whatever the team has live with that company. The whole coverage universe sits in one place, pulling internal sources like the CRM, the pipeline and past deal work alongside external market data and news.

Example 4: A carve out spans a dozen workstreams. Agentic Dashboards rolls up progress automatically.

For a case team running a multi-workstream carve out, each workstream lead tracks synergies and progress in their own spreadsheet, updated on their own schedule. Every week, someone on the case team manually pulls those numbers into a single steering committee deck, reconciling different formats and catching input errors along the way. Agentic Dashboards pulls directly from each workstream's live tracker, whether that's a spreadsheet, a project tool, or a shared drive, and rolls it up into a single dashboard that updates as workstream leads update their own numbers. What comes back is a steering committee update that's always current, without the case team reconciling spreadsheets by hand.

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