Farsight just rolled out Freeform, an AI agent that can produce complete, client-ready financial deliverables from a single prompt. We're talking 60+ page CIMs, pitch decks, IC memos, and financial models, all generated with consistent formatting and a cohesive narrative. For anyone who's worked in finance, you know how much time goes into producing these materials manually. Freeform is designed to compress that entire workflow into something dramatically faster.
Most AI tools in finance can help you draft a slide or summarize a document. Freeform goes further by synthesizing transcripts, financial data, marketing materials, and prior deal documents to build synchronized outputs across PowerPoint, Excel, and Word. The result is a full deliverable that reflects how a specific firm actually operates, not a generic template that needs hours of rework.
That cross-format synchronization is a big deal. In financial workflows, presentations, models, and written materials are deeply interconnected. A change in one place needs to ripple through everywhere else. Freeform handles that natively, so teams aren't toggling between tools trying to keep everything aligned.
One of the more compelling pieces of Freeform is how it learns. The system is grounded in a firm's historical work and prior art, which means the outputs reflect that organization's actual standards and judgment calls rather than starting from a blank slate every time.
As teams produce new deliverables, that institutional knowledge compounds within the platform. Formatting preferences, analytical approaches, narrative structures that have worked well on past deals: all of it feeds back into the system. Over time, Farsight says that accumulated intelligence becomes proactive, surfacing the right opportunities and delivering the right work before teams even ask for it.
Finance has always attracted sharp analytical talent, but a significant portion of early-career work still involves time-consuming manual tasks like reconciling spreadsheets and formatting presentations. Freeform lets professionals redirect that energy toward strategy and client relationships. In competitive deal environments where responsiveness shapes relationships, producing higher-quality materials faster can genuinely change outcomes.
The platform also reduces the need for multiple revision cycles. Because outputs are client-ready from the start, teams spend less time in production mode and more time doing the human work that actually drives deals forward.
Farsight raised $16 million in Series A funding last year to accelerate development of the platform. More recently, the company announced that its AI is fully live across the Microsoft Office suite, bringing advanced capabilities directly into Excel, Word, and PowerPoint, the tools finance teams already rely on every day.
The New York-based company works with leading firms across investment banking, private equity, hedge funds, and wealth management.
Farsight is currently hiring for 7 open roles on Fonzi. If you want to help build the future of AI for financial services, check out their open positions and apply today.