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Specialist Production Partner

Training data for AI financial reasoning

We build complex, multi-tab Excel evaluation tasks for frontier AI labs. Each task is designed, constructed, and reviewed by professionals with real transaction experience.

20+
Senior Experts
IB & PE
Backgrounds
6-Step
QA Process
5+
Avg. Years Experience

Our network includes alumni from

GSGoldman Sachs
Rothschild & Co
JEFFERIES
BNP PARIBAS
SOCIÉTÉ GÉNÉRALE
Aermont Capital
Robert W. Baird
GSGoldman Sachs
Rothschild & Co
JEFFERIES
BNP PARIBAS
SOCIÉTÉ GÉNÉRALE
Aermont Capital
Robert W. Baird

The Problem

Generic platforms cannot produce institutional-grade financial training data

Financial modeling is one of the most judgment-intensive tasks in professional services. Getting it right requires years of transaction experience, not a weekend certification.

Most AI training platforms treat it like any other data labeling job. The result: models that can format a spreadsheet but cannot structure a deal.

Typical Approach

  • Generalist contractors with limited finance exposure
  • Rigid, platform-managed pipelines with high overhead
  • Inconsistent quality across tasks and reviewers
  • No systematic alignment between prompts, models, and rubrics

Model² Approach

  • IB and PE professionals with real transaction experience
  • Flexible delivery shaped around your evaluation needs
  • Pod-based teams with mandatory peer review on every task
  • End-to-end prompt-model-rubric alignment verification

What We Deliver

End-to-end training packages for financial reasoning

Golden Excel Models

Multi-tab, formula-driven financial models built to institutional standards. LBO, DCF, construction finance, franchise feasibility, and more.

Structured Prompts

Precisely scoped task prompts that mirror real-world analyst workflows. Each prompt maps directly to its golden model output.

Evaluation Rubrics

30+ binary criteria per task with sourced tolerances, negative-scoring items, and formula validation checks.

Calibration Data

Model response scoring, error classification, and performance benchmarking across task categories and difficulty tiers.

Quality Discipline

Six-stage workflow

Every deliverable passes through a structured quality process built around prompt-model-rubric alignment. Two consecutive QA failures result in offboarding.

01

Scope

Task architecture and complexity calibration

02

Build

Expert construction with institutional standards

03

Review

Independent peer review and error audit

04

Senior Review

Pod lead sign-off on quality and alignment

05

Deliver

Training-ready packages with full documentation

06

Calibrate

Performance data feeds back into expert selection

Ready to raise the bar on financial model evaluation?

Tell us what you are building. We will scope a pilot that demonstrates the quality difference.

business@model2.co