Model ML AI Plugins for Word, Excel, PowerPoint and Teams

Model ML now runs as an AI plugin for Word, Excel, PowerPoint, and Microsoft Teams, carrying the same context, memory, skills, and custom workflows to whichever application or surface the team is working in.

Here's how teams use the Model ML plugins in practice:

Model ML for Word: An AI Investment Memo Generator, Built From Your Own Work

Building an investment committee memo typically means starting from a blank page and manually pulling together the thesis from diligence materials, the operating model, market work, and competitive analysis. With the Model ML Word plugin, deal teams can build a full investment committee memo directly from work they've already done on the deal. Instead of drafting from scratch, the agent synthesizes the investment thesis and produces a first draft memo from a handful of prompts, drawing on everything the team has already produced.

Model ML for Excel: Updating Every File in a Project at Once

Refinements to modelling assumptions usually mean amending every Excel file the data flows through to update every number that is impacted. This involves time-consuming updating of financial tables and cross referencing numbers in narrative outputs. With the Model ML Excel plugin, deal teams can push that change across every relevant file across the entire project. The agent holds context across the entire project, not just the file that is open, so work that once required manual effort across multiple files is now completed in a single pass.

Model ML for PowerPoint: AI-Built Valuation Books in Your House Template

Assembling a valuation book typically requires pulling live data from the operating model, sourcing comps and precedent transactions from the team's project folders, and building the football field, LBO outputs, and scenario analysis into the firm's house template by hand. With the Model ML PowerPoint plugin, deal teams can build the entire valuation book within a single surface. The agent already knows where the work lives, what is client-ready, and what good looks like for that team.

Model ML for Teams: Run Tasks Straight from the Chat

Deal work gets coordinated in chat, but the AI tools that could do the work have always lived somewhere else. The Model ML plugin for Microsoft Teams closes that gap: it joins your channels like any other teammate, except this one already knows every project folder, source, and piece of context the team is working with. Tag @ModelML mid-conversation and the agent handles the request on the spot: a quick research question, a refreshed analysis, or an entire deck. It learns as the conversation progresses, and if it spots something in the chat that needs doing, it can simply run the task for you.

One Agent, Wherever You Work

AI agents used to live in a chat window. With Model ML, they live on the surfaces you use for work the most. Whether it's drafting the memo in Word, pushing an update across every file in Excel, building the valuation book in PowerPoint, or completing tasks straight from your Teams chat, it's the same agent, with the same context, wherever the work already happens.

Want to dive deeper? Book a demo.