Finance Expert Retainer for AI Teams
Zerba & Co provides ongoing finance expert support for AI companies working on financial analysis, valuation, equity research, due diligence, and financial modeling use cases.
We help your team create better finance tasks, review model outputs, identify errors, and improve the quality of finance-related AI responses.
Ways to work with us
Start with a focused pilot project or work with us through an ongoing monthly retainer, depending on your team’s needs.
Pilot project
Best for testing the fit before starting ongoing work.
A pilot can include a small set of finance tasks, expert answers, rubrics, and feedback on model performance.
Pilot projects are usually scoped based on task volume, complexity, and review depth, with typical starting ranges between $2,000 and $5,000.
A pilot can include:
finance tasks and prompts
expert answers
scoring rubrics
model-output reviews
error summaries
hallucination checks
dataset feedback
Monthly retainer
Best for teams that need regular finance expert support.
A retainer can include ongoing task creation, output review, dataset support, and feedback for your product or data team.
Monthly retainers are scoped based on the level of support required, with typical ranges between $2,500 and $10,000 per month.
We can support:
financial modeling
valuation
equity research
financial statement analysis
due diligence
investment analysis
credit analysis
Need finance expertise for your AI model?
If your team is building AI for financial analysis, valuation, investment research, or financial modeling, Zerba & Co can help you improve the quality of your finance-related outputs.