Deploy financial AI that holds up under scrutiny

The most dangerous financial AI errors look right

In finance, a plausible answer isn't enough

Context matters

The same financial data can lead to different conclusions depending on assumptions, deal structure, and market conditions

Consequences are real

Errors in valuation, risk assessment, or capital structure can materially affect investment and financing decisions

Structurally complex

Financial workflows require consistent reasoning across source documents, assumptions, calculations, and recommendations

What Proxion delivers

TRAIN

Training data

Reasoning traces, worked solutions, and structured datasets grounded in institutional finance workflows

LBO and DCF models, credit memos, covenant analysis, merger models, trading comps

RLHF & preference data

Expert rankings and corrected responses that distinguish sound financial reasoning from plausible but flawed analysis

Pairwise comparisons, critiques, and rewrites for post-training and alignment

RL environments

Multi-step financial workflows with interactive tools, explicit evaluation criteria, and verifiable outcomes

Financial models, filings, deal documents, and structured reward signals

EVALUATE

Evals & benchmarks

Custom evals and ProxionBench, our financial reasoning benchmark, designed to measure performance on complex financial tasks

Calculation accuracy, assumption selection, cross-statement consistency, and decisions under uncertainty

Expert output grading

Finance professionals evaluate model outputs against structured rubrics for accuracy, rigor, and reasoning quality

Structured scoring, qualitative feedback, and model performance comparisons

Red teaming & stress testing

Adversarial financial scenarios that find where a model breaks before deployment

Edge cases, conflicting evidence, incomplete data, and numbers that don't tie out

How it works

Scoped in days, delivered on your timeline

1

Define the brief

We align on your objectives, target tasks, output formats, and evaluation criteria

2

Scope and structure

We translate requirements into detailed task specifications, evaluation rubrics, and workflows matched to the right finance specialists

3

Expert execution

Finance professionals develop financial models, investment analyses, reasoning traces, and domain-specific training and evaluation tasks

4

Validate and deliver

Outputs undergo structured quality checks, logic validation, and independent expert review before delivery in your required format

Quality & standards

Every contributor clears a seniority and domain expertise threshold before working on client projects

Who is in the network

Professionals from bulge bracket banks, elite boutiques, private equity and credit funds, hedge funds, and institutional asset managers

Baseline seniority

Associate and above
with hands-on institutional finance experience

Operating standards

Mutual NDAs, controlled access, documented QA, and full IP ownership of commissioned deliverables transferred to the client upon delivery

Bring us your hardest financial AI problem

Tell us what you're building
We'll help scope the training data, evals, and expert workflows it needs

Responses within one business day
All conversations are confidential