Endex

Overview

Endex is a New York company building an AI agent that lives inside Microsoft Excel rather than in a separate platform, on the reasoning that Excel remains the working environment of investment banking, private equity and corporate finance. The agent retrieves, synthesises and reasons over financial data drawn from a firm's own internal files, public disclosures including securities filings, and licensed sources, unifying them into one searchable plane. It builds three statement models and discounted cash flow valuations, extracts from documents, reconciles disagreeing sources, cross checks figures to surface discrepancies and flag restatements buried in footnotes, and can deliver output as an Excel model, a document, a slide deck or an email. Two oversight features are central to the product: integrated citations attributing every output to its underlying source, and workflow tracing that maintains labeled cell references so a user can see which cells the agent produced. Buyers are named by category rather than by firm and span investment banks, private equity managers above 100 billion dollars in assets, global multi strategy hedge funds, Fortune 500 finance teams and listed real estate developers. Funding stands at roughly 14 million dollars, with the OpenAI Startup Fund among the backers.

Details

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