The Future of
Financial Analysis
Accelerate deal analysis with AI-assisted financial modeling designed for speed and transparency
Backed by leading institutional investors
5x Faster Analysis = More Deals, More Wins
The Ease of a Notebook
Model Quickly
Build models 5x faster using simple, readable formulas and an AI assistant that helps you write them.
ThePower of a Spreadsheet
Model Flexibly
Glassbox’s Excel-like engine handles complex calculations so you can benefit from productivity gains in your most nuanced work.
Engineered for the AI-Accelerated Future of Finance
Model Accurately
Concise logic, error detection and secure AI assistance are just a few of the ways Glassbox gives you confidence in your work.
Built to Enhance Today’s Excel-Driven Workflows
Export to Excel
Export custom, formula-linked Excel models with a single click—automating hours of work.
Glassbox-Generated Excel Models
Write 95% fewer formulas in Glassbox—no more linking or formatting cells.
With one click, generate a customizable Excel model.
See for yourself:
Designed for Transaction Analysis & Investment Research
We understand the critical balance of precision, presentation, and speed in evaluating corporate transactions and investments.
For Investment Banking

Increase Deal Velocity

Models that used to take days now take hours with Glassbox's streamlined modeling platform. Your team can take on more mandates and accelerate execution timelines, directly impacting revenue.

Build with Confidence, Present with Conviction

Glassbox automates up to 95% of formula creation in complex models. With its concise, readable format, your team can efficiently validate calculations and assumptions, ensuring client deliverables meet the highest standards of quality.

Crystallize Institutional Knowledge for the AI Era

Each model built in Glassbox captures and preserves your firm's expertise in an AI-compatible format. This growing knowledge base of deal structures and precedent analysis becomes increasingly valuable as AI capabilities expand, giving your team a permanent competitive edge.

For Investment Banking
For Private Equity

Rapid Assessment, Better Deal Selection

With Glassbox’s easy-to-edit interface, quickly draft first-pass models, test key assumptions and value drivers across multiple opportunities, and pinpoint the deals worth a deeper dive—so you never miss a winning investment.

Never Sacrifice Details Under Time Pressure

Live deal time pressure increases the risk of missed details and costly errors. Gain back valuable time with financial analysis that's 5x faster—so you can focus on every potential source of value and stay ahead.

Handle Any Deal's Complexity

Each transaction is unique - Glassbox's flexible platform adapts to your most nuanced deal structures and analysis needs. From complex waterfall distributions to multi-entity roll-ups, preserve your firm's deal insights in an AI-compatible format that grows more valuable over time.

For Investment Banking
For Corporate Development

Seize Strategic Opportunities

Evaluate more M&A and partnership deals in less time, speeding up decision-making and helping you close deals quicker.

Make Confident, Data-Driven Decisions

Accurate models ensure you make informed, risk-aware decisions that align with your company’s growth strategy.

Collaborate Seamlessly between Finance Teams

Glassbox’s Excel compatibility ensures smooth integration with other finance teams, allowing transaction models to be shared with teams working in Excel.

For Investment Banking
For Students

Master Corporate Finance Faster with AI-Assisted Modeling

Glassbox helps students learn financial analysis more intuitively by letting them focus on core principles, not spreadsheet mechanics. Write logic in plain English, and Glassbox translates it into professional-grade financial models—preparing you for real-world expectations.

Excel Compatibility for Future-Proof Learning

Glassbox is fully Excel-compatible, ensuring students build both foundational skills and next-generation tools. Learn financial math and logic in an AI-assisted environment while keeping your work easily transferable to traditional spreadsheets.

Free Templates and Limitless Customization

Access a library of free financial modeling templates, covering diverse industries and best practices. Go beyond static templates—Glassbox gives you the flexibility to create custom models tailored to any financial scenario.

For Investment Banking
Security First
Data security is central to our commitment, we ensure robust protection for all data. Download our SOC2 Report.

1. Data Encryption in Transit and at Rest

All sensitive data is encrypted during transmission and while stored in our cloud infrastructure. This dual-layer encryption ensures that your financial models and related information remain secure from unauthorized access, adhering to industry standards for data protection.

2. Modern Security with Robust User Authentication

Our platform incorporates the principle of least privilege and just-in-time access management. Coupled with strong authentication procedures, these practices ensure that only authorized users can access your data, significantly enhancing the security of your financial models.

3. Secure Infrastructure Powered by AWS

Our solution is hosted on Amazon Web Services (AWS), benefiting from its advanced security features and compliance with industry-leading standards. This robust infrastructure enables us to implement best-in-class security measures, enhancing our ability to protect your financial information against potential threats.

Security first
Frequently
asked questions

Is my data secure in Glassbox?

Data security is our top priority at Glassbox, we take several measures to ensure your confidential information is safe.

  1. All sensitive data is encrypted in transit and at rest in our cloud infrastructure.
  2. Secure and robust user authentication, leveraging the principals of least privileged and just-in-time access.
  3. All data is securely hosted on AWS benefitting from its robust security features and industry-leading standards.

Is Glassbox trying to replace Excel?

No, Glassbox isn’t trying to replace Excel. Excel is an incredibly versatile tool and will be around for a long time. However, for financial modeling, transaction analysis, and investment research, Glassbox aims to outperform Excel by being 10x faster, more accurate, and more enjoyable for professionals to use.

Is Glassbox compatible with Excel?

All Glassbox models can be exported into a formula-linked Excel model with completely customizable formatting, so your business partners do not have to be in Glassbox for you to benefit from faster modeling. Financial models created in Excel cannot be imported and converted to Glassbox, instead Glassbox recommends quickly drafting the new model in the Glassbox platform.

How long does it take to learn Glassbox?

While an introductory financial modeling course in Excel can take anywhere from 10 to 100 hours, transitioning to Glassbox typically takes about an hour if you are comfortable with Excel-based modeling. We offer detailed tutorials, documentation, and personalized teach-ins for new users. However, with Glassbox AI, you can ignore all of those resources, and get started by asking questions in natural language.

What types of models can be built with Glassbox?

Glassbox is ideal for time series analysis and any financial model that requires forecasting. You can build highly customized models across a wide range of use cases: Operating models, 3-Statement models, valuation models, LBOs, Debt Structuring... and many more.

How customizable are Glassbox models?

Glassbox offers full flexibility—whether you want to write financial math line-by-line or specify every font color and number format, you have complete control over your model’s structure and appearance.

Is there anything Glassbox doesn’t do well in financial analysis?

If you are only performing a multiples-based valuation analysis and do not require a company or transaction modeling as part of your process, Glassbox may not be the best fit for your needs.

How is Glassbox priced?

Glassbox operates on a Software-as-a-Service (SaaS) model. To learn more about subscription pricing, please join our waitlist and a member of our sales team will be in touch.