Tracelight is an AI platform for consulting and finance firms that runs deal and project work end to end in a single workspace. It brings a project’s full context — files, messages and market data — into one place, then produces the models, databooks and decks that firms deliver to clients.
The workspace unifies context from SharePoint, Teams and Outlook alongside data sources such as S&P Capital IQ, so the AI works from the same material as the deal team. For financial due diligence, Tracelight builds databooks, converts trial balances into financial statements, and prepares quality-of-earnings and adjustments schedules. In M&A and private equity work it builds operating models in minutes — automating architecture, formatting and linking, then integrating senior review notes — as well as first-look LBOs, full underwriting models, DCF valuations and comps screening. Corporate development teams use it for acquisition modeling, synergy analysis and target tracking, and presentation outputs run through every workflow, from market sizing to investment committee decks. Enterprise security is central to the pitch: SOC 2 Type II audited controls, GDPR compliance with EU data residency, ISO 27001 alignment, SAML single sign-on, custom data residency, and a guarantee that customer data is never used to train models.
Tracelight is freemium, with a free Starter tier for getting started and paid tiers that scale usage and add team capabilities. The top enterprise tier adds unlimited usage across the platform, an org-wide custom-built skill library, the latest LLM access, single sign-on, configurable data retention, deployment and onboarding support, and an admin hub for tracking and centralized billing.
Tracelight is built for top-tier consultancies, corporate finance and M&A advisers, private equity firms and corporate development teams whose most demanding work — diligence, modeling and valuation — has to be fast without sacrificing accuracy or security.