Full-Time

Operations

Endex

Endex

11-50 employees

AI-powered platform for unified financial analysis

No salary listed

New York, NY, USA

In Person

5-6 days in-person required in NYC

Category
Business & Strategy (1)
Required Skills
Market Research
Sales
Product Management

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Requirements
  • Location: New York City
  • Commitment: 5-6 Days In-Person
  • Athlete: You have a proven track record of excellence in fast-paced environments.
  • Versatile Problem-Solver: You’re intellectually curious, quick to learn, and eager to take on new challenges across a wide range of responsibilities
  • Relentlessly Resourceful: Ambiguity doesn’t slow you down. You move fast, leverage your network, and figure things out even without a playbook.
  • Execution-Oriented: You translate company strategy into action by identifying, prioritizing, and driving forward key initiatives.
  • Organizer: You help set the company’s operating rhythm, designing and implementing systems
  • Strong communication: Collaboration across functions and teammates is core to Endex
  • Low ego: You listen actively, welcome feedback, and stay focused on outcomes rather than credit. You’re confident in your abilities but humble enough to adapt and learn.
Responsibilities
  • Execute Strategy: Work directly with the CEO to identify, prioritize, and drive forward high-impact initiative
  • Own Critical Operations: Ensure day-to-day needs across customers, partners, and internal systems are met quickly and effectively.
  • Shape the Product Roadmap: Gather insights from customers, evaluate workflows, and analyze the competitive landscape to inform product direction and strengthen Endex’s position as the premier AI Excel tool.
  • Support Go-To-Market: Join key sales conversations, build and optimize our pipeline systems, and create marketing materials and strategy to accelerate growth.
  • Explore New Verticals: Research and validate new markets and applications for Endex’s frontier agentic services, helping define where we expand next.
  • Recruit and Build the Team: Lead recruiting efforts, identify bottlenecks, and manage hiring processes to attract and select top talent.
Desired Qualifications
  • Early-stage start-up experience
  • Finance experience relevant to Endex’s business

Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and acts as an autonomous financial analyst by using a generative AI model trained on the firm’s internal knowledge. The system indexes data from multiple sources, enabling task decomposition into customizable, traceable plans that execute steps automatically while keeping data secure. Its focus on firm-specific models, data unification, and auditable workflows helps investment teams speed up analysis and decision-making.

Company Size

11-50

Company Stage

Early VC

Total Funding

$14M

Headquarters

New York City, New York

Founded

2022

Get referred to Endex

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Simplify Jobs

Simplify's Take

What believers are saying

  • OpenAI Startup Fund backing signals strong product-market fit and preferential model access.
  • 1.2 billion Excel users represent massive TAM for financial analysis automation.
  • Multi-source data integration unifies fragmented workflows for investment teams managing complex ecosystems.

What critics are saying

  • Microsoft Excel Copilot native AI agents render Endex's add-in model obsolete within months.
  • Adeia patent litigation over AI-in-spreadsheet technology threatens operational continuity and investor confidence.
  • OpenAI's standalone o3-mini financial analyst app cannibalizes Endex's Excel-dependent business model.

What makes Endex unique

  • Excel-native deployment eliminates adoption friction versus standalone financial analysis platforms.
  • OpenAI's reasoning models enable superior performance on complex financial tasks like DCF modeling.
  • Auditable AI outputs with integrated citations address regulatory compliance constraints in financial services.

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Benefits

Health Insurance

Retirement planning

Stock Options

401(k) Retirement Plan

401(k) Company Match

Growth & Insights and Company News

Headcount

6 month growth

8%

1 year growth

3%

2 year growth

8%
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Aug 6th, 2025
Endex.ai raises $14M in funding led by OpenAI Startup Fund to bring AI agents directly into Excel

Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.

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Aug 6th, 2025
Endex.ai raises $14M for Excel AI

Endex.ai, an AI startup, has raised $14M in funding led by the OpenAI Startup Fund to integrate AI agents into Microsoft Excel. Founded in 2022 by Tarun Amasa and Kevin Yang, Endex.ai has been collaborating with financial institutions to refine its product. The funding marks a significant step in bringing AI capabilities to one of the most traditional business tools, Excel.

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