Make your best investments

Lato is your AI investing partner that handles the grunt work and compounds your knowledge, deal after deal.

Schedule a demo
Inbox
Lato Project Alpine: ready for review
E. Larsson Project Alpine: CIM
Legal (K&E) SPA Draft
M. Chen IC Memo: Comments
GS Advisory DD Timeline
Lato lato@yourfirm.com
Today, 7:00 AM
Project Alpine: all done, ready for your review

Good morning,

I took care of everything on Project Alpine overnight.

Feel free to review or forward to the deal team:

  • LBO Model updated with Q3 actuals, revenue CAGR 12.4%
  • IC Memo key thesis: margin expansion + bolt-on pipeline

Lato

Alpine_LBO_Model.xlsx
IC_Memo_Alpine.ppt
↑ Review materials prepared by Lato
Alpine_LBO_Model.xlsx
Home Insert Formulas Data
B2 fx
A
B
C
D
E
F
1
P&L (€M)
2023A
2024A
2025E
2026E
2027E
2
Revenue
142.3
158.7
178.4
201.2
226.8
3
COGS
(71.2)
(77.8)
(85.3)
(94.6)
(104.3)
4
Gross Profit
71.1
80.9
93.1
106.6
122.5
5
SG&A
(28.5)
(30.2)
(32.1)
(34.2)
(36.3)
6
EBITDA
42.6
50.7
61.0
72.4
86.2
7
Margin %
29.9%
31.9%
34.2%
36.0%
38.0%
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
P&L
BS
CF
DCF
Returns
LATO
Model updated with Q3 actuals. Revenue CAGR 12.4%, ahead of the 9% base case. All error checks passed.
Chat with Lato ↓
IC_Memo_Alpine.ppt
1
2
3
4
Project Alpine
Investment Committee Memorandum
Confidential | February 2026
LATO
Memo formatted to house style. Thesis on slide 2, financials 3–5, risks on slide 8.
Chat with Lato ↓

Spar

Pressure-test a thesis or assumption

Delegate

Hand off a task, get back ready materials

Refine

Review and improve materials side by side

Lato works alongside you, in your tools, so you move faster and nothing gets lost.

Side-by-side in your tools

Work alongside Lato directly inside Excel, PowerPoint, Word, and Outlook with native add-ins. Review, refine, and iterate in real time. No context switching.

  • Native add-ins for Microsoft Office
  • Real-time collaboration in your spreadsheets and decks
  • Lato sees what you see, acts where you work
Excel
Home Insert Formulas Data
A1 fx
A
B
C
D
E
F
1
2
3
4
5
6
7
8
9
10
11
12
P&L
BS
DCF
LATO
Project the P&L through 2027
Done. P&L projected through 2027 with expanding margins.
Chat with Lato ↓

Delegate from anywhere

Forward an email, drop a Slack message, or just say it out loud. Lato picks it up, pulls from the web, SharePoint, and financial providers, and delivers polished results. Every step auditable.

  • Your channels: email, Slack, Teams, voice
  • Your data: web, SharePoint, financial providers
  • Your oversight: full audit trail
Inbox
Lato Re: Project Alpha CIM
R. Patel Project Alpha CIM
Legal (K&E) SPA Draft
M. Chen IC Memo: Comments
GS Advisory DD Timeline
RP
Raj Patel r.patel@yourfirm.com
11:11 PM
Project Alpha CIM

Just got the CIM for Alpha. Can you pull together a one-pager -- key thesis, valuation range, and main risks?

Need it for tomorrow.

/Raj

Project_Alpha_CIM.pdf
Forward to Lato
↑ Let Lato handle it
Lato lato@yourfirm.com
11:15 PM
Re: Project Alpha CIM

One-pager ready. Here's the summary:

  • Thesis market leader, 15% organic growth, strong margin profile
  • Valuation 8-10x EBITDA, $420-525M range
  • Risks customer concentration, regulatory, integration
Alpha One-Pager

Institutional memory that compounds

Lato remembers every deal your firm has worked on. It retains context, learns your style, and gets sharper over time.

  • Gets smarter with every deal
  • Persistent memory across deals and teams
  • Learns your firm's style and preferences
Lato Memory
Jan 8

SaaS deal indexed: $142M revenue, 35% EBITDA

Jan 22

Pattern: margins cluster 30–40% in enterprise SaaS

Feb 3

Learned: flag churn risk early in diligence

Feb 14

Linked Alpha CIM to 3 prior comparable deals

Feb 27

Style learned: firm prefers bottom-up DCF builds

0 deals · 0 insights

Lato in practice

  1. 1 Forward a task to Lato
  2. 2 Lato delivers ready materials
  3. 3 Refine with Lato in your spreadsheet
  4. 4 Knowledge compounds on the deal page
Lato Project Summer: Financial model ready
Inbox
Inbox 12
Sent
Drafts
Archive
Lato Just now
Re: Project Summer - Model & Comps Ready
I've built out the full operating model...
M. Chen 9:34 AM
Q4 Report
Please review the attached...
E. Larsson, CFO 9:12 AM
Project Summer - Projections
Updated financial projections...
T. Richards 8:45 AM
Management Meeting
Can we align on Thursday?
J. Park Yesterday
Due Diligence Checklist
Attached updated DD checklist
A. Novak Yesterday
Quarterly Review
See you at the quarterly...
Weekly Digest Mon
Your weekly summary
5 updates this week
To
Cc
Subject Fwd: Project Summer - Projections
XLS Summer_Projections.xlsx 2.4 MB
From: E. Larsson, CFO Sent: Today 9:12 AM Subject: Project Summer - Projections

Hi team,

Attached are the updated financial projections for Project Summer. Can someone build out the operating model, add public comps, and pull precedent transactions? Would be good to have this ready for the IC meeting on Thursday.

Best,
Erik

Project Summer - Financial Projections
EL
E. Larsson, CFO Today 9:12 AM
To: Investment Team
XLS Summer_Projections.xlsx 2.4 MB

Hi team,

Attached are the updated financial projections for Project Summer. Can someone build out the operating model, add public comps, and pull precedent transactions? Would be good to have this ready for the IC meeting on Thursday.

Best,
Erik

Re: Project Summer - Model Ready
Lato Today 9:14 AM
To: You
XLS Summer_Model_v1.xlsx 3.1 MB

Hi team,

I've built out the operating model from Erik's projections. Highlights:

  • P&L: 5-year income statement; revenue 18% CAGR, EBITDA margin 38% → 46% by 2027.
  • Cash flow: Full statement linked to P&L and BS; DCF with 9.5% WACC.
  • Balance sheet: Fully linked; net debt and equity reconciled.

Model attached.

Lato

Excel
Home Insert Formulas Data Review
B2 fx 17.2%
A
B
C
D
E
1
Key Assumptions
2024A
2025E
2026E
2027E
2
Revenue Growth
17.2%
17.0%
16.0%
15.0%
3
Gross Margin
61.0%
62.0%
63.0%
64.0%
4
SG&A (% Rev)
16.0%
15.5%
15.0%
14.5%
5
CapEx (% Rev)
4.0%
3.8%
3.5%
3.2%
6
Tax Rate
21.0%
21.0%
21.0%
21.0%
7
WACC
9.5%
8
9
10
11
12
13
14
15
16
17
18
19
20
Assumptions
P&L
BS
Cash Flow
Comps
LATO
Analyzed projections. Built 5-year operating model.
Added 12 public comps and 8 precedents. Median EV/Revenue 11.2x.
View deal
Ask Lato...
Lato - Project Summer
Financial Times
Bloomberg
S&P Capital IQ
LinkedIn
yourfirm.latotec.io
IS TK MR
Deals
Documents
Models
Comps
Recent deals
Project Summer
Project Beacon
Project Cedar
Lato Project Summer
How can I help you with Project Summer?
Ask about this deal...

Built for investors that want to move faster and go deeper

The best investment decisions come from conviction: time with management teams, deep dives into markets, pattern recognition that only comes from experience. But most of an investor's time goes to grunt work that doesn't build conviction, and the institutional memory that matters gets lost between deals.

Lato is an investing partner that works alongside investors to change that. It handles the grunt work directly inside your existing tools (e.g. Excel, PowerPoint), and builds an institutional memory that compounds with every deal. Delegate a model build from email, spar over assumptions in a spreadsheet, or refine a memo side by side. Everything flows through Lato, and your firm gets sharper with every deal.

Your tenth deal benefits from the first nine, not because someone queried a database, but because Lato worked on all of them.

Investors that use Lato will move faster, go deeper, and compound what they know, deal after deal.

Follow our journey