Farsight AI has launched Freeform, an AI agent specifically designed for financial services teams that can generate client-ready deliverables, such as pitch decks and financial models, from a single prompt. This innovative tool addresses the challenges of creating materials that meet varying client preferences, moving beyond generic aesthetics to provide tailored outputs. Developed over three years, Freeform produces complete deliverables in under 30 minutes and is intended to enhance efficiency in long-form finance work, enabling seamless creation of documents across platforms like PowerPoint, Excel, and Word.

Freeform: Freeform is an AI agent from Farsight AI that generates full client-ready financial deliverables from a single prompt. It handles long-form work including pitch decks, CIMs, IC memos, financial models, and documents in PowerPoint, Excel, and Word. The product emphasizes adapting to each client’s unique definition of quality output.
Farsight AI: Farsight AI builds AI tools that automate workflows and deliverables creation for financial services firms. The company focuses on replicating expert thinking to produce customized outputs in standard office formats. It is launching Freeform as its latest product to solve client-specific quality variations in AI-generated materials.
Kunal Tangri: Kunal Tangri is co-founder and COO of Farsight AI, with expertise in NLP from MIT and prior roles at Hugging Face. He leads efforts on deep agents for enterprise deliverables in finance. Tangri highlighted Freeform’s launch by noting the limitations of generic AI polish in meeting varied client standards.

`json
{
“Target Users”: “Financial services teams use it for pitch decks, CIMs, IC memos, financial models, and Word documents.”,
“Product Focus”: “Freeform produces complete deliverables across PowerPoint, Excel, and Word, ready for direct client delivery.”,
“Development Approach”: “The system prioritizes client-specific adaptations over generic optimization in financial materials.”
}
`