Pre-Built Financial Expert Datasets
Zerba & Co provides pre-built financial expert datasets for AI teams working on financial modeling, valuation, equity research, investment analysis, and due diligence.
Our datasets are designed to help AI models improve financial reasoning, understand finance-specific tasks, identify key risks, and produce more reliable outputs.
Ways to work with us
Start with a focused dataset package or request a custom expansion based on your product, model, users, and evaluation needs.
Pre-built financial model dataset package
Tasks focused on forecasts, assumptions, formulas, cash flow, scenarios, sensitivity analysis, and model interpretation.
Best for teams that need additional tasks, a specific format, or coverage of a particular finance use case.
We can adapt or expand datasets based on your product, model, users, and evaluation criteria.
Pre-built financial model dataset packages are scoped based on the number and type of financial models, with typical ranges between $2,500 to $25,000.
Depending on the dataset type, we can provide:
DCF and valuation models
three statement models
business and cohort analysis models
accounting and reconciliation models
investment and portfolio models
Pre-built financial analysis dataset package
Tasks focused on company analysis, financial statement interpretation, equity research, due diligence, investment reasoning, and risk identification.
This package is best for AI teams building or evaluating models that need to analyze companies, interpret financial performance, identify risks, and produce investment-related outputs.
Pre-built financial analysis dataset packages are scoped based on dataset size, complexity, and use case, with typical ranges between $1,000 and $25,000.
Depending on the dataset type, we can provide:
finance prompts and tasks
expert-written answers
financial reasoning examples
model evaluation tasks
error examples
financial statement analysis questions
equity research Q&A
Need finance-specific datasets for your AI model?
If your team is building AI for financial analysis, valuation, investment research, or financial modeling, Zerba & Co can provide ready-to-use datasets designed around real finance reasoning.