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

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part of Balderton Launched

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.

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
Alpine_LBO_Model.xlsx
Home Insert Formulas Data
B2 fx
A
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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%
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P&L
BS
CF
DCF
Returns
LATO
What can I help with?
Build
Check
Analyze
Format
IC_Memo_Alpine.ppt
1
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Project Alpine
Investment Committee Memorandum
Confidential | February 2026
LATO
What can I help with?
Build
Check
Analyze
Format

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.

Excel
Home Insert Formulas Data
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P&L
BS
DCF
LATO
Done. P&L projected through 2027 with expanding margins.
To continue exploring, schedule a demo.
Ask 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.

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.

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

Available now in Excel

Build models in minutes instead of hours and never worry about formatting or errors again. Schedule a demo to get early access.

Schedule a demo
Excel
Home Insert Formulas Data
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Sheet1
Debt Schedule
Returns
LATO
Acme_CIM.pdf
Parsed 47-page CIM
Built 5-year operating model
Applied house formatting
Ran error checks, all clear
24.8% IRR · 2.6x MOIC
Acme_CIM.pdf
Ask Lato...

Built for investors who want to move faster and go deeper

The best investment decisions come from conviction: time with management teams, deep dives into markets, and pattern recognition built over years. Yet most investor time is spent on grunt work that doesn't build conviction, and the institutional memory that matters gets lost between deals.

Lato is an AI investing partner that works alongside your team 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.

Because Lato works on every deal, your tenth deal benefits from the first nine - not from querying a database, but from a living, compounding memory.

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

Follow our journey