Middleman
AI Native Deal Workspace for Boutique Financial Firms
- Role
- Co-founder & founding engineer
- Status
- Currently building
- Year
- Oct 2025 – present
- Live
- middlman.ai
- 45+
- Serverless functions
- 30+
- Demos with banks and PE firms
- 15+
- Features shipped from feedback
- 20+
- Report templates
- 300+
- Documents generated
The problem
A banker running a live deal works across email, spreadsheets, a document repository, a CRM, a calendar, a financial model, a task list, and, increasingly, three or four disconnected AI tools. Nothing knows about anything else. The deal exists only in the head of the person holding it together.
The question Middleman started from: what does this workspace look like if you assume AI and agents from the first line of code, rather than bolting a chat panel onto software designed in 2011?
What I built
We're building one workspace for the whole deal. I build agent workflows that let bankers review the work before approving it.
A plan mode shows the agent's assumptions, risks, and data gaps for review before anything is generated. Irreversible agent actions wait on an approval step. Every answer carries a source citation, so an output can be traced rather than trusted.
Selected details
- Front end
I build the React and TypeScript front end, including plan mode, approval steps, and cited answers.
- Product calls
I shipped 15+ features based on feedback from 30+ demos with banks and PE firms. I replaced the calendar grid with a daily workflow view and removed in-app chat.
- Backend
45+ serverless functions (Node/TypeScript) on a multi-tenant Firestore backend, with Gmail, Outlook, and Google Calendar OAuth sync, Stripe billing, and org- and user-level access control, shipped through CI/CD.
- Agents
I use LangGraph for planner-to-agent loops, custom tools, and parallel research agents. I've also built a Chrome browser agent and an Office agent that builds DCF, LBO, and comps models in Excel.
- Document generation
Template-driven report generation for CIMs, IC memos, and 20+ other templates, with 300+ documents produced in design-partner demos.
Screens
Where it landed
15+ features shipped from feedback across 30+ demos with investment banks and PE firms.
300+ documents generated in design-partner demos.