This document introduces Simia, a startup that aims to automate mindless work through workflow automation tools. Simia was founded by Abhi Agrawal, Jeffery Haag, and Caleb Moss and plans to initially target small financial firms by providing templates to automate tasks like creating comps tables, financial statements, and lead sourcing. Over time, Simia intends to expand its capabilities to allow customers to input their own models and datasets and integrate additional data sources via APIs. The long term vision is for Simia to scale globally as an industry-agnostic automation tool serving millions of business customers.

1. Automating Mindless
Work

2. Team
Abhi Agrawal
CEO
• Founded and grew AgrawalGroup into
$200,000+ Revenues
• Sophomore at Northwestern University
• Experience in Venture Capital, Growth
Equity, and Investment Banks
Jeffery Haag
CTO
• Computer Engineering at UIUC
• Software Engineering at Northrop
Grumman
• Passion for Building New Things
Caleb Moss
COO
• International Relations at University
of Pennslyvania
• Experience Working across
Government and Think Tanks
• Founded Charity to Fight Cancer

3. Our Brightest Minds are Formatting Excels
Formatting P/L Statements to Look Professional
Entering Data into Internal DCF, LBO, and Merger Models
Building Comp Analyses or Comparing Multiples
Looking through LinkedIn for Leads

4. Data
Integration
Seamless & Scalable
Integration
The Time and Money Cost
Professionals are Overworked
According to a now infamous internal
presentation at Goldman Sachs, analysts
are working over 100 hours a week,
getting only 5 hours of sleep. 77% feel that
they are a victim on workplace abuse.
Banks are Paying
Analysts a Lot
According to CNBC, Goldman Sachs is
now paying first-year analysts a $110,000
salary with over $200,000+ in overall
compensation. As deal activity surges,
banks are increasing their expensive
analyst teams to keep up with deal flow

5. 1,000,000
20,000
2,500
Boutique Investment Banks
Investment Banks and Investors
Financial Institutions
Our Customers

6. Simia Turns Raw Data into Actionable Workflow
Ready to Analyze
Models
API Data Sources
Raw Financial
Data
LinkedIn/Pitchbook
Expanding
Library of
Automated
Workflows
Teach Simia
Your Internal
Workflows

7. Design Partner Example Use Cases
Comps Table
Initial guidance on valuation
for an early raise. Conduct
initial due diligence in
seconds.
P/L Statement
Convert financial data into
internal P/L statements for
analysis, pitch decks, and
modelling
Sourcing
Look for LinkedIn leads
matching a set of criteria to
identify actionable leads

9. $24K
USD
$48K
USD
$75K
USD
Workflow
Automation
for Small
Financial
Firms
Introduce
Custom
Automation
Features
Expand to
Bigger
Financial
Firms
Allow users
to integrate
any data set
using APIs
Expand to
other
Industries-
Real Estate,
Medicine,
Research
Build market
where firms
can sell
templates
they created
How will Simia Grow?

10. Roadmap
Time Challenge Solution Results
F eb ru ary 2022 -
Ju n e 2022
Unsure of market or
product
Work with Design Partner to
build product for customer
Viable MVP that small financial firms
will pay for
J u l y 2 0 2 2 -
2 0 2 2
Tool is very basic and not
functional enough to sell
widely or scale
Implement ML and AI features
so customers can automate
custom workflows
Customers can input their own models,
templates, and datasets into Simia to
automate internal workflows, beyond
the already provided templates
J a n u a r y 2 0 2 3 -
D e c e m b e r 2 0 2 3
We need sales! We
have an awesome
product but not enough
customers.
Aggressively target our
initial customer segment of
financial firms through sales
and continued product
improvement
Sign up 100+ logos and achieve
$1MM in ARR, continue to improve
on functionality and introduce
custom API integration
2 0 2 4 a n d b e yo n d
Scale, Scale Scale! Expand into other customer
segments, such as real
estate, medicine, and
research
We want to build Simia into an
industry agnostic automation tool
capable of serving millions of B2B
customers globally