Crunched GTM brain

Crunched provides AI agents for Excel and related advisory workflows to consultants, bankers, investors and audit teams.

category

AI financial modeling and advisory agents

market profile

  • text: Advisory and deal teams spend significant time building models, transcribing source documents and reviewing workbook errors under deadline.
  • text: Financial modeling AI increasingly competes inside Excel, where source traceability and analyst review matter.

personas

  • title: Investment banking or private equity associate
    pains:
    • Manually extracts data from information memoranda and links it into deal models.
    • Late changes across interconnected sheets increase formula and reference errors.
  • title: Consulting engagement manager
    pains:
    • Reviewing complex models under client deadlines competes with higher-value analysis.
    • Updating a model and downstream presentation creates repetitive revision work.
  • title: Advisory or audit firm technology leader
    pains:
    • Generic AI needs to fit firm workflows and offer auditable sources before broad deployment.
    • Adoption across large international teams requires integration and support.

icp

  • text: Consulting, investment banking and private equity firms with teams producing complex Excel models and transaction deliverables.
  • text: Large advisory and audit firms standardizing workflows across distributed teams and Microsoft productivity tools.

message pillars

  • text: Designed for the actual work of finance and consulting power users.
  • text: Make the evidence behind outputs reviewable.
  • text: Keep presentation and spreadsheet work linked as assumptions change.

objections

  • objection: AI may introduce subtle modeling errors.
    response: Pilot on a completed workbook, compare outputs and source links against analyst review, and measure errors before expanding.
  • objection: Our team cannot abandon existing spreadsheets.
    response: Crunched works inside Excel and supports review and iteration in the existing workbook.
  • objection: Firm data and workflows are sensitive and specific.
    response: Evaluate security and data handling with the vendor, then trial the workflows and integrations relevant to the firm.

competitors

  • name: Daloopa Scout
    website: https://www.daloopa.com/products/scout
    why: Excel-native AI financial modeling assistant with financial data.
  • name: Microsoft 365 Copilot
    why: General AI assistant integrated into Excel and competing for the same analyst workflow.
  • name: Shortcut
    why: Specialist AI tool for Excel and financial modeling.

influencers

  • name: Philip Z. Borge
    url: https://www.linkedin.com/posts/philip-z-borge-97690b149_today-were-proud-to-launch-crunched-the-activity-7386051293879975936-VX0X
    why: Founder sharing product launch and modeling use cases.

keywords

  • AI Excel analyst
  • investment banking Excel AI
  • private equity financial modeling AI
  • Excel model error checking
  • automate investment memorandum data extraction
  • consulting Excel agent

voice

  • finance practitioner-led
  • direct
  • outcome-focused

signals

  • text: Firm is hiring deal analysts or expanding transaction advisory teams that produce complex Excel models.
  • text: Advisory organization is evaluating auditable AI or linking spreadsheet models to presentation workflows.

stack

  • Microsoft Excel
  • PowerPoint
  • SharePoint
  • S&P Capital IQ
  • AWS Bedrock

pricing

model: unknown

motion

sales_led

channels

  • LinkedIn
  • founder-led sales
  • events
  • Microsoft Marketplace

confidence

medium

Founders

  • name: Philip Borge
    title: Founder
    role: Founder
    bio: Co-founder & CEO at Crunched. Previous McKinsey PE and CEO of Okkult, an AI-powered optician concept. MSc in Finance & Private Equity from the London School of Economics
  • name: Lars Gjardar Musæus
    title: Founder/CTO
    role: CTO
    bio: Co-founder & CTO of Crunched. Senior full-stack and infrastructure engineer with deep experience building production systems - from cloud platforms and distributed backends to real-time control systems. Worked closely with customers to deliver tailor-made, end-to-end applications in forward-deployed engineering teams at Bekk, built cloud infrastructure at Schibsted and Sopra Steria, and developed autonomous maritime systems at Kongsberg Defence. Holds an MSc in Cybernetics & Robotics (NTNU).
  • name: Michael Sakowski
    title: Founder
    role: Founder
    bio: Co-founder & COO at Crunched. Previous consultant and jr manager at McKinsey & Company. Core member of our Private Capital practice, focusing on commercial due diligence and PortCo strategy. Earlier also crunched out Excels in both investment banking and private equity. Masters in Banking & Finance from University of St. Gallen in Switzerland.
  • name: Markus Skagemo
    title: Founder
    role: Founder
    bio: Co-founder and Head of AI at Crunched! Background in Robotics and Control Systems from NTNU. Former Data Scientist at Oda, Norway’s first unicorn, and at BearingPoint, where I built and scaled AI solutions for clients in finance and luxury automotive. Recipient of BearingPoint’s Global Innovation Award.

Back to YC companies