scenario-analysis

(6)
Legend
Alla Gil Is Teaching Banks to Rehearse the Future
Founder · Executive · Operator

Alla Gil Is Teaching Banks to Rehearse the Future

The former Wall Street strategist built Straterix around a stubborn idea: prediction is brittle, but preparation can be engineered. Her career is a lesson in turning uncertainty from a boardroom excuse into a working material.

alla-gil · straterixRead →
Company
Straterix
Fintech · Ai · Saas

Straterix

Straterix is a New Jersey-based fintech that builds AI-driven scenario generation and stress-testing software for banks, insurers, pension funds, corporates and regulators. Founded in 2015 by Alla Gil, Joseph Dafni and Dan Galai, its platform uses machine learning and data mining to generate thousands of forward-looking economic scenarios, letting institutions run reverse stress tests, optimize capital and liquidity, and turn regulatory compliance exercises into strategic planning tools.

stress-testing · scenario-analysisRead →
Company
BankersLab
Fintech · Education · Ai

BankersLab

BankersLab is a fintech education and decisioning company that builds 'flight simulator' style software for lenders and bankers. Founded in 2012 by Michelle Katics and Kurt Gingher, it lets banks, credit unions and lenders practice consumer, retail and SME portfolio management in a risk-free simulation environment, then extends that same engine into AI-enhanced decision support. Its gamified, team-based workshops - ScoringLab, CreditLab, CollectionLab and InsightLab - have trained thousands of banking professionals across 30+ countries.

fintech · simulation-trainingRead →
Company
Mosaic
Ai · Fintech · Saas

Mosaic

Mosaic is an AI-driven operating system for deal makers in private markets. The New York-based company automates the financial modeling work that investment professionals traditionally grind out in Excel - leveraged buyouts, discounted cash flows, scenario analysis - turning a process that once took a week into roughly ten minutes. Its platform pairs rules-based calculation engines with generative AI tools like Mosaic Vision and Mosaic Autopilot to read deal documents and draft accurate, downloadable Excel models. Backed by an $18M Series A led by Radical Ventures, Mosaic counts five of the top ten global private equity firms among its customers.

private-equity · ai-deal-modelingRead →
Company
Reflexivity
Ai · Fintech · Saas

Reflexivity

Reflexivity (formerly Toggle AI) is a New York-based fintech that builds AI-driven market intelligence for institutional investors. Founded by former portfolio managers, it pairs a proprietary financial Knowledge Graph with large language models to deliver fast, explainable, 'zero-hallucination' investment analysis - from SEC filing summaries and scenario modeling to autonomous deep-research agents - on top of curated institutional data from providers like S&P Global, LSEG, Cboe and Nasdaq.

ai-investment-analysis · knowledge-graphRead →
Company
Jacobi
Fintech · Saas · Enterprise

Jacobi

Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.

investment-analytics · portfolio-managementRead →