Financial Modeling Will Never be the Same (w/ Tarun Amasa of Endex)
About this episode
The episode discusses the impact of AI on financial modeling and the future of analysts in private equity.
In the past year, Excel AI plugins have become increasingly powerful, raising the question: Are Analysts and Associates about to become obsolete, or are we entering the age of the 10x modeler? On this episode, Devin and Caroline Phipps, a ParkerGale VP, go deep on AI and how it's changing the game. They're joined by Tarun Amasa, Founder & CEO of Endex, an OpenAI-backed startup automating modeling for private equity and investment banks. We discuss building models from scratch, automating workflows, and auditing it all so you don't look bad in the IC. Learn about our use cases for deals and portfolio company work, and where we think the tools are headed from here. Plus, hear our predictions on how Endex and other AI-based tools will change the way private equity firms do their jobs in the future. Endex is an Excel-native AI Agent that accelerates financial modeling and data analysis.
People in this episode
Host: Devin
Guests: Caroline Phipps, Tarun Amasa
Topics covered
- AI in finance
- financial modeling
- automation
- private equity
- investment banking
- Excel plugins
Mentioned in this episode
Organizations: Endex, OpenAI, ParkerGale
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