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Genios AI

Genios AI builds a generative AI platform for financial workflows, producing pitch decks, financial models and market research to a firm's own methodology and standards.

Genios AI builds a financial intelligence platform that applies generative AI to the working processes of finance firms. Its stated purpose is to encode a firm's own judgment, rigor and perspective into the analyses, pitches and deal outputs it produces, rather than forcing every client into the same analytical template. Users describe what they need - a pitch deck, a financial model or market research - and the platform generates the deliverable to that firm's methodology, standards and voice, with the aim of consistency across outputs.

The product set centres on the Genios AI Platform, alongside three specific deliverable streams: pitch deck generation built to a firm's frameworks; financial model generation, which the company describes as combining deterministic mathematics with generative intelligence; and market research generation to firm-specific standards. Technical work spans generative AI, AI-driven workflow automation, natural-language interfaces for deliverable generation and the encoding of methodology and frameworks into software.

The company targets financial services, including investment banking, private equity, venture capital, investing, advisory and M&A. It describes itself as a scrappy, data-driven startup working on the redesign of financial workflows, with an explicit focus on analytical rigor and on differentiating its output from generic AI tools. Founding year, team size, funding and geographic footprint are not disclosed.

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