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Farsight AI

AI-driven financial workflow automation SaaS

AI Engineer

Full-TimeUpdated on 10/23/2026
$200k - $300k/yr
Junior
New York, NY, USA
HybridIn-person 4 days a week; Fridays are remote.
Software EngineeringAI Application Engineering

About the job

Requirements
  • At least 2 years of experience deploying machine learning or large language model systems in production.
  • Experience building agentic systems, including function calling, tool use, orchestration, and reliability engineering for multi-step systems.
  • Experience building and validating evaluations for large language model systems.
  • Experience building retrieval over unstructured and structured data, and working with documents as structured artifacts, including mixed text, numeric, and tabular content; document formats and their internals; and rendered-output analysis.
  • A real, evolving AI-assisted development workflow, with a verification approach proportional to delegated work.
  • Strong Python proficiency and deep, current fluency with frontier model application programming interfaces and their capabilities.
Responsibilities
  • Design, build, and own agentic systems that produce client-ready financial deliverables, including decks, models, and memos, end to end from data ingestion to polished output.
  • Build evaluation and quality systems for generated deliverables, including deterministic document checks, model-judged review, grounding and fidelity verification, and regression suites for non-deterministic outputs.
  • Turn proprietary platform and customer data into evidence-backed insight by building pipelines that discover, quantify, and verify patterns, and feed findings back into system drafting and checking.
  • Build and refine retrieval systems that ground deliverables in unstructured and structured financial data, ensuring every number and claim traces to its source.
  • Drive new agentic capabilities on the platform, including composability, advanced function calling, and modular orchestration.
  • Contribute to product direction by ideating on customer value and helping prioritize across time-to-market, execution risk, and impact.
Desired Qualifications
  • Experience evaluating generated documents or other complex, client-facing deliverables, especially by combining deterministic checks with model-based judging.
  • Experience extracting reliable, quantified patterns from large, noisy real-world datasets through discovery pipelines where every claimed finding traces back to specific evidence.
  • Deep familiarity with financial data, documents, and workflows.

About the company

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Farsight AI

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Website

Farsight AI builds an AI-powered SaaS platform that automates financial workflows for financial institutions, especially investment banks. It automatically generates strategic materials such as pitch decks, comps, and financial models by integrating with a firm’s CRM data, historical deals, and institutional knowledge. The product works by leveraging AI models (including Azure OpenAI) to analyze existing data and predict analytical needs, producing documents in advance so professionals can focus on higher-value work. It differentiates itself by tailoring automation to the finance domain and pre-creating complex materials from a firm’s own data, rather than providing generic document generation. The company’s goal is to speed up decision-making and improve data-driven strategies, helping firms compete more effectively through streamlined, higher-efficiency workflows.

Company Size

11-50

Company Stage

Series A

Total Funding

$16M

Headquarters

New York City, New York

Founded

2022

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Simplify's Take

What believers are saying

  • August 11, 2026 PitchBook integration adds premium private-capital data and deeper workflow lock-in.
  • August 2026 S&P Global minority investment validates the product and opens Capital IQ Pro distribution.
  • September 2026 job postings show hiring across engineering and sales, signaling aggressive commercial expansion.

What critics are saying

  • S&P Global and PitchBook can copy Farsight features and bundle them by 2027.
  • Enterprise procurement at banks drags; one failed flagship rollout kills reference-driven sales momentum.
  • Dependence on third-party market data and Azure OpenAI creates margin pressure and integration fragility.

What makes Farsight AI unique

  • August 2026 partnerships with S&P Global and PitchBook embed Farsight into banker workflows.
  • Farsight automates pitch decks, CIMs, comps, and models using firm-specific judgment and templates.
  • Its New York, in-person team targets investment banks and private equity with workflow-native AI.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Unlimited Paid Time Off
  • Remote Work Options
  • Company Equity

Growth & Insights and Company News

6 month growth

0%

1 year growth

4%

2 year growth

9%
GlobeNewswire
Oct 15th, 2026
Farsight partners with Ornn to help banks run AI on their own compute.

Farsight partners with Ornn to help banks run AI on their own compute. The combined offering lets banks run AI in their own environment and apply it to client work built on each firm's data and precedent. October 15, 2026 09:00 ET | Source: Farsight NEW YORK, Oct. 15, 2026 (GLOBE NEWSWIRE) - Farsight, the platform helping global financial services firms become AI-native, today announced a partnership with Ornn, which builds financial markets for compute. Together, the companies will give banks and other financial institutions a way to run AI models in their own environment, with Farsight running on top of GPU capacity sourced through Ornn. Bankers can then apply AI to the firm's proprietary data and prior work while keeping sensitive information within the institution. Most banks access AI through a small number of hosted model providers. That leaves them reliant on those providers for pricing, capacity and product direction. Certain data, such as sensitive client information and deal pipeline details, often cannot be sent to external models. Banks that want to run models themselves must first obtain compute, which has historically been difficult to procure and price. The combined offering spans the infrastructure and the work built on it. Banks get access to sourced GPU capacity and to pricing data from the Ornn Compute Price Index (OCPI), a GPU price index built from transacted deals. Running on that acquired capacity, Farsight routes tasks across models rather than relying on a single provider and learns each team's templates and standards, so outputs reflect the firm's house style. Farsight also announced this week that they are running AI workflows on-premise at Deutsche Bank, reinforcing the security and compliance capabilities enabled through this partnership. "Today, a bank that wants to reduce its dependence on a single model provider has few practical alternatives," said Samir Dutta, Co-Founder and CEO of Farsight. "Working with Ornn, we can offer institutions a solution, with models running on compute in their own environment and producing pitch books, memos and models grounded in the firm's own work." "Financial institutions want clarity on what they pay for compute today and the risks they take on as their AI needs grow," said Wayne Nelms, Co-Founder of Ornn. "Working with Farsight, we're helping banks connect how they use AI with the cost and availability of the compute behind it, so they can make informed decisions today and plan for their exposure tomorrow." Generic AI is quickly becoming table stakes in banking. Financial institutions increasingly want AI they can trust with high-stakes client work, and many are moving toward on-premise deployment to achieve it. Farsight and Ornn plan to work jointly with financial institutions, beginning with those looking to bring more of their AI capabilities in-house. To learn more about how Farsight helps financial institutions deploy firm-specific AI within their own technology environments, visit Farsight's website. About Farsight Farsight is firm-native AI for financial services built around each firm's data, precedent, templates, and standards. The platform can run partially or completely within a firm's own technology environment, helping teams apply AI to sensitive workflows while keeping firm-specific data, context and judgment within the institution. Teams use Farsight across its web interface, PowerPoint, Excel, Word, and email to produce client-ready pitch decks, CIMs, memos, and financial models faster. Headquartered in New York City, Farsight works with leading firms across investment banking, private equity, and corporate development. About Ornn Ornn builds financial markets for compute. The company helps organizations access, price, finance and hedge GPU compute through Ornn Compute, which provides dedicated GPU capacity, and Ornn Data, home of the Ornn Compute Price Index (OCPI), a daily GPU price index built from transacted deals. Media Contact Alyssa Bruce Walker Sands for Farsight [email protected]

GlobeNewswire
Oct 13th, 2026
Deutsche Bank deploys Farsight on-premise across Investment Banking and Capital Markets in Europe and the americas.

Deutsche Bank deploys Farsight on-premise across Investment Banking and Capital Markets in Europe and the americas. On-premise deployment brings firm-specific AI into critical banking workflows while keeping data, institutional knowledge and activity within Deutsche Bank's technology environment. October 13, 2026 09:00 ET | Source: Farsight NEW YORK, Oct. 13, 2026 (GLOBE NEWSWIRE) - Farsight, the platform helping global financial services firms become AI-native, today announced its partnership with Deutsche Bank. Deutsche Bank has deployed Farsight at present across Investment Banking & Capital Markets teams in Europe and North America, bringing specialized AI directly into critical banking workflows while keeping sensitive data, proprietary knowledge and workflow activity within the bank's own technology environment. The on-premise deployment enables Deutsche Bank teams to apply AI to internal data and workflows while maintaining greater control over how that information is accessed and used. Farsight can incorporate the bank's prior work, internal standards and proprietary data into workflows tailored to how individual teams operate, including their preferred formats, processes and standards. Bankers can then generate and refine materials through an automated chat experience that incorporates context and feedback over time. "Our teams have very specific standards for what goes in front of a client, and those standards vary from group to group," said George Tierney, Managing Director, Global Chief Operating Officer for M&A at Deutsche Bank. "Farsight gives our teams a way to apply AI to their own workflows and materials while operating within Deutsche Bank's technology environment. That combination of control and customization is critical to making AI work in a global, regulated enterprise like Deutsche Bank." Financial institutions are increasingly moving AI beyond standalone experimentation and general-purpose assistants to specialized workflows. For regulated firms, this shift depends on access to data, much of which is sensitive. Running Farsight within the bank's infrastructure allows the platform to put that data to work where it can have the greatest impact, while financial institutions maintain control over the data. "Banks have spent decades building proprietary data, workflows and judgment that shape how their teams work," said Samir Dutta, Co-Founder and CEO of Farsight. "Running Farsight within a bank's own infrastructure allows that knowledge to remain inside the institution while becoming part of how teams use AI. By incorporating banker feedback, Farsight can help AI reflect how a bank approaches client work rather than relying solely on general-purpose outputs." The Deutsche Bank deployment builds on Farsight's growing presence across financial services, with the platform supporting teams at some of the world's largest financial institutions. To learn more about how Farsight helps financial institutions deploy firm-specific AI within their own technology environments, visit Farsight's website. About Farsight Farsight is firm-native AI for financial services built around each firm's data, precedent, templates, and standards. The platform can run partially or completely within a firm's own technology environment, helping teams apply AI to sensitive workflows while keeping firm-specific data, context and judgment within the institution. Teams use Farsight across its web interface, PowerPoint, Excel, Word, and email to produce client-ready pitch decks, CIMs, memos, and financial models faster. Headquartered in New York City, Farsight works with leading firms across investment banking, private equity, and corporate development. About Deutsche Bank Deutsche Bank provides retail and private banking, corporate and transaction banking, lending, asset and wealth management products and services as well as focused investment banking to private individuals, small and medium-sized companies, corporations, governments and institutional investors. Deutsche Bank is the leading bank in Germany with strong European roots and a global network. Media Contact Alyssa Bruce Walker Sands for Farsight [email protected]

GlobeNewswire
Oct 7th, 2026
TresVista selects Farsight as a strategic AI partner to strengthen global client delivery.

TresVista selects Farsight as a strategic AI partner to strengthen global client delivery. Multi-year partnership brings Farsight's firm-native AI platform into the long-form work TresVista delivers for more than 400 clients worldwide. October 07, 2026 09:00 ET | Source: Farsight NEW YORK, Oct. 07, 2026 (GLOBE NEWSWIRE) - Farsight, the platform helping global financial services firms become AI-native, today announced a multi-year partnership with TresVista, a leading global provider of advisory-led solutions enabled by technology and managed services. TresVista will adopt Farsight's AI platform for research and client deliverables, further strengthening its ability to deliver consistent, high-quality work for more than 400 active clients worldwide. "Every jurisdiction our clients operate in has its own regulations, and every client has its own standard for how work should be done," said Sudeep Mishra, CEO of TresVista. "Our value comes from getting those details right, consistently and at scale. Farsight gives our teams an AI platform that can work with those nuances, helping us produce long-form, client-ready work for hundreds of firms around the world. This partnership marks yet another step in how TresVista continues to evaluate partners and bring them into our ecosystem to deliver greater value for clients." The collaboration centers on the long-form deliverables that define advisory and investment work, including Confidential Information Memoranda (CIMs), pitch materials and research. Working across PowerPoint, Excel, Word and Farsight's web app, TresVista teams will be able to build and edit presentations using TresVista templates, financial models and prior examples, with source traceability and auditable Excel backup behind every figure. This will enable TresVista to further integrate AI into existing workflows while retaining the firm-specific context, quality standards, and professional judgment central to its client delivery. Each client's data, prior work and firm-specific knowledge are securely managed and kept distinct across engagements, allowing teams to apply AI in ways that reflect each client's unique workflows, standards and expectations. Farsight will continue refining TresVista's AI environment based on real-world usage, feedback, and evolving client requirements. "The real opportunity for AI in financial services is to move beyond generic outputs and reflect how each firm and client actually works," said Samir Dutta, Co-Founder and CEO of Farsight. "TresVista brings the delivery capabilities, client understanding, and standards needed to apply AI meaningfully at scale. Together, we're bringing firm-native AI into long-form work, which is exactly what Farsight was built for." The TresVista partnership builds on Farsight's growing presence across financial services, with the platform supporting teams at some of the world's largest financial institutions and financial services organizations. For TresVista, the partnership advances the continued integration of AI into its delivery model, while retaining the expertise, context, and judgment that shape each engagement. To see how Farsight helps global financial firms deploy firm-native AI, visit Farsight's website. About Farsight Farsight is firm-native AI for financial services, built around each firm's data, precedent, standards, and way of working. The platform can run partially or completely within a firm's own technology environment, helping teams apply AI to sensitive workflows while keeping the firm's data, context and judgment within the institution. Teams use Farsight across its web interface, PowerPoint, Excel, Word and email to produce client-ready pitch decks, CIMs, memos and financial models faster. Headquartered in New York City, Farsight works with leading firms across investment banking, private equity, corporate development and investment services. About TresVista TresVista is a global enterprise that delivers advisory-led solutions with technology and managed services. TresVista enables Enterprise Intelligence Orchestration (EIO) by working with clients to orchestrate their data and drive outcomes across investment, analytics, and operational workflows, bringing together deep domain expertise with AI enabled execution and a structured approach to decision-making. Media Contact Alyssa Bruce Walker Sands for Farsight [email protected]

Hurricane Payments
Sep 11th, 2026
OpenAI targets the work junior bankers do.

OpenAI targets the work junior bankers do. OpenAI launched ChatGPT for Financial Services Thursday (Sept. 10), according to an announcement on its website. The product is a tailored version of ChatGPT Work, built with Morgan Stanley and Evercore as design partners. It runs on GPT-6 Astra, OpenAI's newest model, and combines it with premium data from Daloopa, PitchBook, LSEG News and Crunchbase. OpenAI hosts and indexes that data on its own infrastructure, rather than requiring banks to build separate connectors, per the announcement. "We're effectively teaching ChatGPT to research like an analyst and back up its conclusions like an analyst as well," OpenAI Vice President of Product Nick Turley said, according to a Thursday CNBC report. The tool targets LBO modeling, buyer screening, earnings analysis and pitchbook creation, with citations tracing each figure to its source filing, the OpenAI announcement said. Anthropic built a similar product first. Claude for Financial Services connects to FactSet, S&P Capital IQ, Morningstar, PitchBook, Daloopa and Moody's through pre-built MCP connectors, alongside 10 ready-to-run agent templates for pitchbooks, know your customer (KYC) screening and month-end close, according to a May 5 Anthropic announcement. Citadel Head of Core Engineering Atte Lahtiranta, said in the announcement that analysts use Claude for Excel to "build and update coverage models, separate signal from noise, and pressure-test their work." The architectural split is real. Anthropic connects out to each provider's own system. OpenAI licenses and hosts several datasets itself, giving it tighter control over retrieval and citations. Startups already feel the squeeze. OpenAI's launch adds a second major lab to a fight AI native startups Rogo and Hebbia have faced since Claude for Financial Services shipped. Both startups turn written instructions into financial models, memos and pitch decks, plugging into a bank's paid data and its own files. Both also run on Anthropic, OpenAI and Google models. Rogo passed $50 million in annual recurring revenue, up more than threefold from $15 million at the end of 2025, and is on track for roughly $100 million by early next year, an unnamed source said, according to a Sept. 3 report from The Information. Both companies said the labs can't replace what they sell. Another unnamed source said in the same report by The Information that its agents behave "increasingly like your firm rather than like a generic Claude" once fed a bank's own history, an argument both companies make in different words about why deep integration with a specific firm's own data still matters more than a general-purpose model alone. Fight over who owns the workflow. OpenAI's choice to host some data directly, rather than connect out the way Anthropic does, signals a different bet on where control belongs. Selected datasets from Daloopa, PitchBook and LSEG News are bundled, indexed and hosted directly on OpenAI's own infrastructure, requiring no separate contract or connector. Other providers, including S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva and Moody's, get a lighter sign-in integration instead, recognizing a user's existing entitlements rather than hosting the data itself, according to OpenAI's Thursday announcement. For Rogo and Hebbia, the bigger threat may not be the labs at all. Their own customers are building internal AI agents on the same underlying models. According to The Information report, Farsight CEO Samir Dutta, who also competes with Rogo and Hebbia, said most banks still lack the scoped use cases needed for effective in-house tools.

Hurricane Payments
Aug 11th, 2026
Farsight, PitchBook integrate to accelerate AI-powered financial workflows.

Farsight, PitchBook integrate to accelerate AI-powered financial workflows. Farsight Integrates with PitchBook to Accelerate AI-Powered Financial Workflows New York, NY - August 11, 2026 - Farsight, the leading platform for AI-driven financial workflow automation, today announced a significant expansion of its partnership with PitchBook, the leading private capital market intelligence platform. Building on the integration announced in September 2025, Farsight has deepened its PitchBook integration to bring Premium-level private capital data directly into the Farsight web application. Farsight customers can now access PitchBook's private capital data from within their Farsight workflow, including full deal information, investor and buyer information, and valuations and multiples. This data is available directly within the Farsight web application, alongside existing sources such as S&P Capital IQ and SEC filings, giving deal teams a more complete picture without switching platforms. Premium PitchBook data is available to existing PitchBook customers, who can connect their account via single sign-on to access the dataset from within Farsight. "The integration with PitchBook strengthens Farsight's ability to deliver on what deal teams need most, reliable data flowing directly into production-ready materials," said Samir Dutta, Co-Founder and CEO of Farsight. "When making decisions in private markets, the foundation is data you can trust, delivered where and when it's needed," said Tom Van Buskirk, Executive Vice President of Technology and Engineering at PitchBook. "This expanded integration with Farsight does exactly that - bringing PitchBook's depth directly into deal team workflows. That's how trusted data powers teams to move with confidence." The expanded integration supports financial professionals across investment banking, private equity, venture capital, and corporate development - enabling workflows such as building comparable company analyses, screening investment targets, enriching CRM data, and preparing investment committee materials, all from within a single platform. About Farsight Farsight is the system of judgment for financial services: an AI platform that captures markups and nuanced calls your bankers make and compounds that judgment into decision intelligence and client-ready deliverables across the deal lifecycle. From partner-level intelligence to pitch decks, CIMs, IC memos and models, Farsight helps teams ship faster and at higher quality without leaving email, PowerPoint, Excel, or Word. The company is headquartered in New York City and is trusted by leading firms across investment banking, private equity, and corporate development. About PitchBook, a Morningstar company As the pulse of private capital markets, PitchBook delivers trusted, real-time data, research, and technology to help investors, dealmakers, and innovators make decisions with confidence. Its products provide comprehensive information on companies, investors, funds, deals, and people, along with tools that help professionals analyze market activity and make informed decisions. Founded in 2007, PitchBook today serves more than 100,000 clients worldwide and is recognized as the leading source of private capital market intelligence. PitchBook has grown to over 3,000 employees across offices in Seattle, San Francisco, New York, London, Singapore, Mumbai, and other global locations. Since 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.