AI-POWERED FINANCIAL MODELING TO SCALE ACROSS INVESTMENT TEAMS
Driving speed, standardization, and next-generation model accuracy with an AI-native Financial Modeling Copilot built for institutional finance
New York / London – April 6, 2026 – TresVista today announced a strategic partnership with Filot (filot.ai), an AI-powered Financial Modeling Copilot purpose-built to generate, update, and standardize financial models end-to-end. The collaboration represents a significant expansion of TresVista’s AI-native execution layer, embedding Filot’s modeling engine directly into core workflows and enabling faster, cleaner, and more consistent financial outputs for institutional clients globally.
Filot operates as a full-stack financial modeling engine natively inside Excel, preserving the structure, logic, and controls required for investment-grade analysis. By automating historical builds, earnings updates, private company modeling from multiple source documents, and firm-specific template generation, Filot materially reduces manual effort while accelerating turnaround time across research, underwriting, and diligence workflows.
Through AI-powered Style Guides – including a dedicated TresVista Style Guide – Filot replicates any client modeling format with precision, ensuring every output is consistent, rigorously formatted, and ready for delivery.
Filot’s robust auditing capabilities allow both TresVista and their end clients to directly review all deliverables, providing complete transparency and confidence across every engagement.
During an extended one-month pilot across six analyst teams, Filot delivered substantial efficiency gains across modeling workflows – without compromising analytical quality or governance. Across the pilot, Filot achieved a ~99% data acceptance rate across 54,000+ data points, with full source citations on every figure. For clients, these gains translate into faster turnaround times, more consistent model quality, and increased confidence in outputs – allowing investment professionals to focus less on model mechanics and more on decision-making, insight, and value creation.
This partnership reinforces TresVista’s commitment to governed, enterprise-grade AI adoption. Filot’s security architecture – featuring SOC 2 Type II certification, zero data retention, advanced encryption, compliance-ready infrastructure, and isolated client environments – aligns tightly with TresVista’s standards for confidentiality and data protection. Its built-in auditability framework provides full source traceability for every figure, strengthening transparency, accuracy, and confidence across all client deliverables.
Speaking on the partnership, Vishal Shah, Chief Product Officer at TresVista, said:
“Speed, accuracy, and transparency are non-negotiable for our clients. Filot enhances all three – delivering standardized, source-traceable, and review-ready financial models faster than ever before. This partnership represents a direct investment in raising the quality bar across every engagement we deliver.”
Filot is led by Co-Founder & CEO, Bjorn Birkelund, whose hands-on, practitioner-led approach to product development has positioned Filot as a category-defining modeling Copilot for financial operators. Founded in 2024 and headquartered in San Francisco, Filot is currently raising a funding round to support continued innovation and enterprise scale.
“The capital markets space is evolving quickly, and TresVista is leading the way in showing how the best application of AI is specialized, auditable, and designed to fit your existing workflows – not work around them. This partnership is a great example of AI actually working at scale at the enterprise level, and we’re excited to keep delivering exceptional quality and efficiency to TresVista’s clients across capital markets.” – Bjorn Birkelund, Co-Founder & CEO, Filot
By combining Filot’s AI-driven modeling automation with TresVista’s deep domain expertise and governed execution framework, the partnership unlocks new levels of efficiency, consistency, and scalability across private equity, credit, real assets, public markets, and investment banking workflows.
The collaboration marks the next step in TresVista’s broader AI journey – extending intelligent capabilities beyond experimentation and directly into the core of execution workflows. It reflects TresVista’s strategy of adopting frontier AI as durable operational infrastructure designed to measurably improve client outcomes at scale.
About TresVista
TresVista is a global platform providing sophisticated solutions to clients combining domain expertise, technology, and human capital. Our unique model allows clients to achieve excellence through embracing best-in-class AI and human capital with an offshore resource model.
About Filot
Filot is an AI-powered Financial Modeling Copilot built to accelerate and standardize institutional-grade financial modeling. Founded in 2024 and headquartered in San Francisco, Filot enables end-to-end model generation, earnings updates, private company modeling, and structured template automation – supported by enterprise-grade security, zero data retention, and fully integrated auditability.
