BUILT FOR FINANCE PROFESSIONALS
Clients' numbers reach investors. They have to be right.
Stepscale surfaces model errors and document inconsistencies automatically so nothing slips through to your clients.
THE PROBLEM
Mistakes cost client trust.
Finance advisory work runs on complex spreadsheets and dense documents. Stepscale catches every inconsistency across your financial models, offering documents, and credit submissions before they reach your clients, lenders, or investors.
73%
of organizations fail document audits due to missing, incomplete, or improperly filed records.
91%
report that poor data quality is harming operational efficiency and overall performance.
FINANCIAL MODEL ACCURACY
Submit models your clients can stake their reputation on.
One assumption mismatch can stall a deal or damage your client relationship. Stepscale cross-references your financial models, memos, and supporting documents automatically so nothing slips through.
Automated cross-referencing
Instantly surfaces conflicting numbers between pro formas, DCF models, LBO analyses, cash flow forecasts, and supporting spreadsheets across every file in your engagement folder.
Client-Ready Submissions
Every document goes out consistent. Stepscale proofreads every client-facing model, memo, and offering document for calculation errors, stale assumptions, and mismatched projections before it leaves your desk.
"Stepscale has completely transformed the way we work. It's like having an extra team of analysts working around the clock, letting us focus on strategy instead of spreadsheets."
Mark MacGregor
ARM Capital Advisory
COVENANT & COMPLIANCE TRACKING
Never miss a compliance issue across a client's deal documents.
Covenant miscalculations and disclosure inconsistencies are easy to overlook when you're managing a full book of engagements. Stepscale catches them before they reach a lender.
Covenant Compliance Validation
Cross-references covenant compliance schedules against your financial model spreadsheets and credit approval memos to surface miscalculations, outdated figures, and conflicting terms before they reach a lender.
Deal Condition & Disclosure Tracking
Automatically flags inconsistent disclosures across term sheets, offering memorandums, and credit agreements. Identifies stale terms and conflicting conditions between documents so every client submission is watertight.
90%
FEWER ERRORS REACHING CLIENT, LENDER, AND INVESTOR APPROVAL
CLIENT COMMUNICATIONS
Critical details surfaced from client emails and calls.
Revised projections get buried in email. Changes to assumptions never make it back into your models. Stepscale surfaces anything that affects the documents your firm is responsible for.
Email intelligence
Scans client emails for revised assumptions, updated terms, and material changes. Identifies discrepancies between what's discussed and what's reflected in your spreadsheets and memos so every submission is up to date.
Meeting intelligence
Captures commitments, revised projections, and open items from client calls automatically. Identifies discrepancies between what was discussed and what's reflected in your financial models and offering documents.
"I use Stepscale daily. It's a first-of-its-kind platform that actually delivers. They've cut through complexity, sped up my project timelines, and elevated work that was previously only possible with a large team."
Chris Spagnolo
Garnet Group
Performance
25,000+
Issues identified across 100+ client engagements
~90%
Fewer errors reaching client, lender, and investor approval
3x faster
Increase in review depth vs. manual processes
ROI in 30 days
From reduced errors, revisions, and resubmissions
FAQ
What does Stepscale do for finance professionals?
Stepscale is an AI platform built to derisk document and spreadsheet-heavy work for financial advisors, investment bankers, and capital markets professionals. It cross-references your clients' financial models, investment memos, credit approval memos, covenant compliance schedules, and offering documents to flag inconsistencies before they reach lenders, investors, or counterparties.
Can Stepscale catch model errors before a client document goes to a lender or investor?
Yes. Stepscale cross-references every file in your engagement folder and flags conflicting assumptions, miscalculated covenants, stale projections, and inconsistent disclosures before anything leaves your desk. Every client submission goes out clean.
What finance documents and spreadsheets can Stepscale analyze?
Stepscale analyzes financial models (pro forma, DCF, LBO), investment memos, credit approval memos, cash flow forecasts, covenant compliance schedules, offering memorandums, term sheets, capital stack waterfall models, due diligence reports, and investor reporting packages.
How does Stepscale track covenant compliance across active client engagements?
Stepscale cross-references covenant compliance schedules against financial model outputs and credit agreement terms to surface miscalculations, conflicting figures, and outdated data before they create problems with your clients' lenders.
Is my client data secure?
Yes. All data is encrypted with AES-256 at rest and TLS in transit. Your files are never used to train shared AI models, and each firm operates with isolated, private AI agents. Stepscale is also pursuing SOC 2 Type II certification.
Does Stepscale replace my advisory team's review process?
No. Stepscale works alongside your team as an additional layer of review. Your analysts and advisors still own every model, memo, and client relationship. Stepscale ensures they are working from accurate, fully cross-referenced information before anything goes out.
How quickly can my team get started?
Most finance teams are reviewing their first client engagement within a day. Onboarding includes guided setup and live role-based training, with no IT integration required.
