The Simple Explanation
Vibe Modeling is a way to build financial models and conduct due diligence using natural language instead of spreadsheets. Instead of manually extracting data from PDFs and building Excel formulas, you simply describe what you want to analyze.
Think of it as Claude Code for deals — connected to your deal documents, trained on institutional workflows, and capable of producing IC-ready deliverables.
Traditional Approach vs Vibe Modeling
See how everyday M&A tasks transform with natural language
Building a DCF Model
Open Excel, manually extract financials from PDF, build formulas, 4-6 hours
"Build a DCF for Acme Corp using 15% growth declining to 3%"
Sensitivity Analysis
Create data tables, adjust formulas, format outputs, 1-2 hours
"Show me how valuation changes if WACC ranges from 8% to 12%"
Risk Assessment
Read 500-page CIM, take notes, cross-reference contracts, 2-3 days
"What are the top 10 risks in this deal and their dollar impact?"
LBO Scenario
Build debt schedules, model multiple exit scenarios, 6-8 hours
"Run an LBO at 5x EBITDA entry with 4x debt, show IRR at different exits"
How It Works in Practice
Just type what you want. The AI handles the rest.
"Build me a DCF for this company"
AI extracts all financials, builds 5-year projections, calculates WACC via CAPM, runs terminal value scenarios
"What happens if revenue growth is only 10% instead of 20%?"
Instantly recalculates entire model, shows new valuation range, highlights sensitivity
"Find all the risks in these contracts"
AI reads every document, identifies 47 risk factors, quantifies dollar impact of each
"Compare this deal to our last 5 acquisitions"
Pulls comparable metrics, shows relative valuation, identifies outliers
"Generate an investment memo for the IC"
Creates complete memo with thesis, risks, valuation, and recommendations
The Benefits
20x Faster Analysis
What took 60 hours now takes 3. Review more deals, make better decisions.
Natural Language Interface
No formulas, no macros, no VBA. Just describe what you want.
Institutional Quality
Financial metrics cross-validated against SEC filings, with discrepancies flagged for review.
Continuous Learning
The AI improves with every deal, learning your firm's preferences.