What Is Kontext21?
What Is Kontext21?
What Is Kontext21?
A two-part system that learns how your team works and gets better with every deal
A two-part system that learns how your team works
- and gets better with every deal
A two-part system that learns how your team works and gets better with every deal
Backed by
Trusted by users at leading financial institutions globally
Trusted by users at leading financial institutions globally
Trusted by users at leading financial institutions globally
Trusted by users at leading financial institutions globally
Trusted by users at leading financial institutions globally
The Problem
Why Generic AI Doesn't Work for Finance
Why Generic AI Doesn't Work for Finance
Most AI tools follow the same playbook:
1. download the plugin 2. watch a demo 3. good luck.
That works for writing emails. It doesn't work for financial modeling. Every firm does the work differently. Your templates, your EBITDA methodology, what your MD looks for, how your VP reviews models. None of that is standard.
Generic AI doesn't know any of this. It's like hiring a Harvard valedictorian and expecting them to nail your LBO model on day one with zero context on how your team actually works.
They're smart enough. They just don't know YOUR process yet.
Most AI tools follow the same playbook:
1. download the plugin 2. watch a demo 3. good luck.
That works for writing emails. It doesn't work for financial modeling. Every firm does the work differently. Your templates, your EBITDA methodology, what your MD looks for, how your VP reviews models. None of that is standard.
Generic AI doesn't know any of this. It's like hiring a Harvard valedictorian and expecting them to nail your LBO model on day one with zero context on how your team actually works.
They're smart enough. They just don't know YOUR process yet.
The Problem
Why Generic AI Doesn't Work for Finance
Most AI tools follow the same playbook:
1. download the plugin 2. watch a demo 3. good luck.
That works for writing emails. It doesn't work for financial modeling. Every firm does the work differently. Your templates, your EBITDA methodology, what your MD looks for, how your VP reviews models. None of that is standard.
Generic AI doesn't know any of this. It's like hiring a Harvard valedictorian and expecting them to nail your LBO model on day one with zero context on how your team actually works.
They're smart enough. They just don't know YOUR process yet.
Our Solution
X21 is Smart Enough to Do the Work, and is Built to Learn Yours.
X21 is Smart Enough to Do the Work, and is Built to Learn Yours.
X21 is financial reasoning AI embedded directly in Excel. Not just a chat window, and not a separate platform. It lives where your work happens.
We built it this way for one reason: minimal disruption. It works inside your existing workbooks, templates, and processes. You don't migrate anywhere. The AI fits YOUR system, not the other way around.
But X21 doesn't just wait for commands. It's designed to learn how your team operates and get better with every deal.
X21 is financial reasoning AI embedded directly in Excel. Not just a chat window, and not a separate platform. It lives where your work happens.
We built it this way for one reason: minimal disruption. It works inside your existing workbooks, templates, and processes. You don't migrate anywhere. The AI fits YOUR system, not the other way around.
But X21 doesn't just wait for commands. It's designed to learn how your team operates and get better with every deal.
X21's Two-Part System
X21's Two-Part System
Two Technologies. One Virtuous Cycle.
Two Technologies. One Virtuous Cycle.
Two Technologies. One Virtuous Cycle.
Active AI
The AI you command directly
Open the sidebar, give it instructions, watch it work. Data extraction, schedule building, formula generation, model population, and many more.
All the tasks you'd normally do by hand, done faster
"Pull the P&L from this PDF into my template DCF"
"Pull the P&L from this PDF into my template DCF"
"Build a working capital schedule from the balance sheet"
"Build a working capital schedule from the balance sheet"
"Create a sensitivity table varying entry and exit multiples"
"Create a sensitivity table varying entry and exit multiples"
These capabilities work on Day 1. But they work generically. Ask for a working capital schedule and you'll get a good one. Just not necessarily how YOUR firm would build it.
Active AI
The AI you command directly
Open the sidebar, give it instructions, watch it work. Data extraction, schedule building, formula generation, model population, and many more.
All the tasks you'd normally do by hand, done faster
"Pull the P&L from this PDF into my template DCF"
"Build a working capital schedule from the balance sheet"
"Create a sensitivity table varying entry and exit multiples"
These capabilities work on Day 1. But they work generically. Ask for a working capital schedule and you'll get a good one. Just not necessarily how YOUR firm would build it.
Active AI
The AI you command directly
Open the sidebar, give it instructions, watch it work. Data extraction, schedule building, formula generation, model population, and many more.
All the tasks you'd normally do by hand, done faster
"Pull the P&L from this PDF into my template DCF"
"Build a working capital schedule from the balance sheet"
"Create a sensitivity table varying entry and exit multiples"
These capabilities work on Day 1. But they work generically. Ask for a working capital schedule and you'll get a good one. Just not necessarily how YOUR firm would build it.
AI Log Changes
AI Log Changes
The AI that learns in the background
Every time you save a version, Log Changes gives you a summary. Not at the cell level, but at the action level. "Added downside scenario" instead of "changed G47."
Every time you save a version, Log Changes gives you a summary. Not at the cell level, but at the action level. "Added downside scenario" instead of "changed G47."
After a few deals, X21 knows how your team formats models, what your VP triple-checks, what complications typically arise, and what data you should request early to avoid problems later.
After a few deals, X21 knows how your team formats models, what your VP triple-checks, what complications typically arise, and what data you should request early to avoid problems later.
When you ask for that working capital schedule now, it builds it YOUR way. The format your MD expects, flagging what your VP always asks about, structured for the exhibits you actually produce.
When you ask for that working capital schedule now, it builds it YOUR way. The format your MD expects, flagging what your VP always asks about, structured for the exhibits you actually produce.
Tight Feedback Loops
Deal 1: General financial analysis capabilities. You guide it through your process.
Deal 3: Recognizes your patterns. Less hand-holding required.
Deal 15: Anticipates what you need. Looks around corners and actively helps solve future problems.
Who Uses X21?
Analysts & Associates: AI handles routine tasks. More time for actual analysis. Fewer manual errors.
VPs & Directors: Change summaries make review instant. "What changed since v3?" answered in seconds, not minutes of tab-hunting.
New Hires: See exactly how past deals unfolded. Not just the finished model, but the progression from v1 to final. Understand WHY changes were made, not just what changed.
The Firm: Institutional knowledge doesn't leave when people do. Your best practices are embedded in how the system operates.
Analysts & Associates: AI handles routine tasks. More time for actual analysis. Fewer manual errors.
VPs & Directors: Change summaries make review instant. "What changed since v3?" answered in seconds, not minutes of tab-hunting.
New Hires: See exactly how past deals unfolded. Not just the finished model, but the progression from v1 to final. Understand WHY changes were made, not just what changed.
The Firm: Institutional knowledge doesn't leave when people do. Your best practices are embedded in how the system operates.
Analysts & Associates: AI handles routine tasks. More time for actual analysis. Fewer manual errors.
VPs & Directors: Change summaries make review instant. "What changed since v3?" answered in seconds, not minutes of tab-hunting.
New Hires: See exactly how past deals unfolded. Not just the finished model, but the progression from v1 to final. Understand WHY changes were made, not just what changed.
The Firm: Institutional knowledge doesn't leave when people do. Your best practices are embedded in how the system operates.
All Baseline Capabilities
Baseline Capabilities
All Baseline Capabilities
These are the foundational capabilities the AI uses.
They work Day 1 and get better as the AI learns.
These are the building blocks—foundational capabilities the AI uses and combines. They work Day 1 and get better as the AI learns from you.
These are the building blocks—foundational capabilities the AI uses and combines.
They work Day 1 and get better as the AI learns.
These are the foundational capabilities the AI uses.
They work Day 1 and get better as the AI learns.
These are the foundational capabilities the AI uses.
They work Day 1 and get better as the AI learns.
Data Extraction
Extract income statements, balance sheets, and cash flows from PDFs directly into your templates
Extract income statements, balance sheets, and other info from PDFs directly into your firm's templates
Extract income statements, balance sheets, and cash flows from PDFs directly into your templates
Extract income statements, balance sheets, and cash flows from PDFs directly into your templates
Data Cleanup
Account mapping, smart classification, multi-entity consolidation, format standardization
Account mapping, smart classification, multi-entity consolidation, format standardization
Account mapping, smart classification, multi-entity consolidation, format standardization
Fill In Model Templates
Template auto-fill, historical data, cross-sheet linking, source-to-template mapping
Template auto-fill, historical data, cross-sheet linking, source-to-template mapping
Template auto-fill, historical data, cross-sheet linking, source-to-template mapping
Build Entire Schedules
Working capital, EBITDA adjustments, debt schedules, depreciation, revenue/cost builds, S&U
Working capital, EBITDA adjustments, debt schedules, depreciation, revenue/cost builds
Working capital, EBITDA adjustments, debt schedules, depreciation, revenue/cost builds, S&U
Working capital, EBITDA adjustments, debt schedules, depreciation, revenue/cost builds, S&U
Model Valuation & Returns
DCF support, LBO models, comp tables, football fields, A/D analysis, sensitivities, scenarios
DCF support, LBO models, comp tables, football fields, A/D analysis, sensitivities, scenarios
DCF support, LBO models, comp tables, football fields, A/D analysis, sensitivities, scenarios
QoE & Diligence
QoE population, normalization analysis, customer concentration, WC analysis, trend/variance
QoE population, normalization analysis, customer concentration, WC analysis, trend/variance
QoE population, normalization analysis, customer concentration, WC analysis, trend/variance
Formulas & Mechanics
Formula generation, error debugging, circular resolution, VBA/macros, Power Query
Formula generation, error debugging, circular resolution, VBA/macros, Power Query
Formula generation, error debugging, circular resolution, VBA/macros, Power Query
Audit & Quality Control
Error scan, logic review, consistency checks, balance verification, model walk-through
Error scan, logic review, consistency checks, balance verification, model walk-through
Error scan, logic review, consistency checks, balance verification, model walk-through
Formatting
Professional formatting, charts, conditional formatting, workbook cleanup
Professional formatting, charts, conditional formatting, workbook cleanup
Professional formatting, charts, conditional formatting, workbook cleanup
Version Intelligence
Change summaries, macro actions, audit trail, improvement engine, handoff notes
Change summaries, macro actions, audit trail, improvement engine, handoff notes
Change summaries, macro actions, audit trail, improvement engine, handoff notes
See How Teams are Using X21 Today
See How Teams are Using X21 Today
Investment Banking Firms
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Private Equity Firms
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Transaction Advisory Firms
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Valuation Services Firms
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