Getting Started with Mosaic

Last updated: April 28, 2026

What is Mosaic?

Mosaic is a financial modeling platform designed for deal professionals. It helps you build, analyze, and share models such as LBOs, DCFs, and operating models to evaluate investments and manage deal pipelines.

Log in to Mosaic

  1. Go to your organization’s Mosaic URL

  2. Enter your email and password

  3. If your company uses SSO, click SSO and log in through your provider

  4. If prompted, complete multi-factor authentication (MFA)

Forgot your password?
Click Forgot password on the login page and follow the instructions.

Complete First-Time Setup

The first time you log in, you’ll see a short setup flow:

  1. Add your name and confirm your email

  2. Choose how you want to start:

    • View a sample model (recommended for new users)

    • Create a model from scratch

You can skip this and return later from the home screen.

Navigate the Home Screen

When you log in, you’ll land on the home screen.

Here you can:

  • Access recent models

  • Create a new model

  • Start a new deal

Use the left sidebar to navigate:

  • Models

  • Deals

  • Analytics

  • Settings

Create Your First Model

  1. Click New Model

  2. Choose a model type:

    • LBO

    • DCF

    • Operating Model

    • Quick LBO / Quick DCF

  3. Enter a name

  4. Click Create

👉 Not sure which to use? See Model Types Explained

Troubleshooting

I can’t see a model someone shared
You need access to the deal or the model. Ask the owner or your admin.

The app looks broken or outdated
Refresh your browser — Mosaic may have updated in the background.

I don’t see the AI assistant
AI features are enabled per organization. Contact your admin.