Agentic AI Workflow Automation
for Finance
Targeted solutions that streamline operations and enhance decision-making with intelligent agents, integrated tools, and custom applications
Straylight delivers a revolutionary approach to automation in the financial services sector. Our agent-first platform enables firms to rapidly deploy intelligent automation solutions tailored to their specific operational needs.
Customized Solutions
We design and implement bespoke solutions that address your specific operational challenges
Bespoke Solutions
We design and implement bespoke solutions that address your specific operational challenges
AI & Digital Transformation
We provide consulting advice for all things AI and digital transformation, leveraging our deep backgrounds in deploying cutting-edge capabilities for some of the most challenging industries
Generalized Software
We build generalized software solutions capable of radically transforming any company
Private Cloud LLM
Talk to a world-class LLM without it talking to the world. Hosted in isolated, encrypted environments with strict data controls.
- •Hosted in AWS GovCloud, Google Cloud Provider, or Azure Financial Cloud environments
- •No training on client data with strict memory fencing
- •Custom context injection using only firm documents and approved datasets
Intelligent Document Analysis
Extract insights from terabytes of unstructured data—pitchbooks, CIMs, models, and more. If your analyst can read it, our agents can reason through it.
- •Query PDFs, Excel, PowerPoint, and email threads in natural language
- •Cross-reference documents and spreadsheets for inconsistencies
- •Generate structured outputs that match investment banking workflows
Vibe Modeling Engine
Talk to your spreadsheet — our agent makes the updates, runs the scenarios, and builds what you need. Move from static spreadsheets to interactive, intelligent models. Tell the agent what you want—new scenarios, external data, structural changes—and it does the work for you.
- •Query Excel models conversationally: "What's my Year 4 EBITDA margin?"
- •Command updates: "Increase revenue CAGR by 2% and refresh projections"
- •Incorporate external inputs: filings, news, competitor data—all model-aware
Comparable Company Analysis
Auto-generated comps tables with normalized metrics across multiple variants. No more arguing about comps—pick from the best sets already cleaned and justified.
- •Multiple comp set variants normalized across FY ends and accounting standards
- •Text-format outputs with summary narratives and bullet takeaways
- •Real-time updates when source data changes or new earnings drop
Precedent Transaction Analysis
Filtered, ranked, and narrated precedent deals. Let the AI build your deal set and tell you why each transaction matters.
- •5-10 precedent deals with strategic rationale and transaction structure
- •Ranked variants by relevance, size, recency, or industry fit
- •Strategic takeaways with premium analysis and sector comparisons
Dynamic Tear Sheets
One-pagers that update themselves. Structured text format covering overview, financials, management, and M&A activity with multiple style options.
- •Real-time refresh with database sync for targets, buyers, or peers
- •Multiple format options: short bullets, paragraphs, or annotated outlines
- •Handles internal meeting prep or client-ready output
Company Snapshots & Teasers
From zero to teaser in seconds. Auto-generated company overviews with investment highlights, automatically anonymized for teaser use.
- •Full company profiles with segment breakdowns and leadership details
- •Multiple variants tailored for different buyer types and audiences
- •Alternative transaction matrices with buyer types and precedent examples
Smart Buyer/Investor Matching
Move beyond CapIQ filters to understand why buyers fit. Get ranked lists with strategic rationale for each potential acquirer or investor.
- •Ranked buyer lists with deal rationale and acquisition history
- •Multiple variants covering strategic, PE, family office, and international buyers
- •Buyer behavior analysis including control preferences and geographic focus
How We Deliver
Our comprehensive approach combines innovative technology with flexible deployment options
Agent Development
Our team designs purpose-built intelligent agents that automate specific financial services workflows, from deal screening to portfolio management and reporting.
Tool Integration
We transform your existing data sources and proprietary tools into MCP-compatible servers, making them instantly accessible to intelligent agents without replacing your current systems.
Focused Applications
Rather than overwhelming users with feature-bloated software, we develop targeted mini-apps that solve specific operational challenges with minimal training and maximum impact.
Flexible Workflows
Straylight combines the adaptability of intelligent agents with the reliability of orchestrated workflows
Agentic
Dynamic problem-solving for complex scenarios with adaptive decision-making and contextual understanding. Self-improving through experience and feedback.
Orchestrated
Deterministic processes with predictable outcomes and high precision for regulated or standardized tasks. Consistent execution of established rules.
Integrated
Combines automated steps with agent intelligence to handle exceptions and edge cases gracefully. Balances flexibility with reliable execution.
Deployment Options
Choose the deployment model that best fits your organization's needs and requirements
Cloud
On-Premises
Hybrid
Technology Advantages
Agent-Native Architecture
Unlike traditional software platforms, Straylight puts intelligent agents at the core of automation. This agent-first approach enables more flexible, adaptive solutions that evolve with your business needs, while still supporting orchestrated workflows when precision and predictability are required.
Standards-Based Integration
We build on open standards to ensure seamless interoperability with existing tools and systems. This approach enables rapid integration with your current technology stack while maintaining flexibility for future expansion.
Agent2Agent (A2A)
Seamless communication between intelligent agents
The A2A protocol enables agents to communicate with each other, delegate tasks, and share context. This allows for complex workflows that involve multiple specialized agents working together to solve problems efficiently and adaptively.
Model Context Protocol (MCP)
Connect to thousands of compatible tool servers
MCP is an emerging standard for LLM tool integration, allowing intelligent agents to access a wide variety of tools through a consistent interface. Straylight builds on MCP to ensure seamless integration with the broader AI ecosystem.
Our Team
Meet the experts behind Straylight's innovative solutions
Jesse Lane, PhD
Co-Founder
Jesse is a software engineer and AI researcher with over two decades of experience building systems that scale from startups to Fortune 500 enterprises. With a background spanning aerospace systems, enterprise software, and deep AI research, he architects the technical solutions that power Straylight's agentic automation platform. Jesse combines cutting-edge AI capabilities with practical engineering expertise to create solutions that deliver measurable business impact, not just technological novelty.
Joseph Wall, PhD
Co-Founder
Joseph is a tenured professor and former Wall Street professional with deep ties to finance, academia, and industry partners, leading business development for an agentic AI platform revolutionizing investment banking. While the platform is built by a world-class technical team, Joseph bridges the gap between cutting-edge AI and real-world financial workflows through strategic partnerships, user insight, and capital network access.
Hunter Sandidge, MSF
Co-Founder
Hunter is an AI engineer and data scientist with a decade of experience leading mission-critical AI and digital transformation initiatives for a wide variety of projects for the Department of Defense and NASA. He currently works at Marquette University serving as their Director of FinTech; Applied AI and Business Intelligence, Co-Director of the Northwestern Mutual Data Science Initiative, and assistant professor of practice. Hunter brings deep expertise in translating advanced AI capabilities into practical business solutions.
Max Mattappillil
AI Engineer
Max is a former trader turned software engineer who saw early on how manual and inefficient financial workflows could be. He spent several years automating processes on a trading desk before transitioning fully into software engineering to capitalize on the rise of AI. With experience at large banks, multiple startups, and independently building end-to-end products, Max brings a rare combination of enterprise-level thinking and startup agility.
Schedule a Consultation
Let's discuss how we can help streamline your operations with intelligent automation