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Investment Banking AI Analyst

5.0(97 ratings)

Your deal team in a box: 10 specialist analysts for investment banking, equity research, private equity, and fund operations. Hand it a deal, a company, or a portfolio, and get back pitch books, models, research notes, and fund reports as analyst-grade drafts, ready for your review. ## What it does - **Pitch books:** comps, precedents, and an LBO assembled into a branded 15 to 20 slide pitch deck (.pptx), client-ready - **Market & sector research:** sector overview, competitive landscape, peer comps, and a shortlist of ideas in a structured HTML or Word brief - **Earnings analysis:** an earnings call plus the latest filings turned into a model update and a desk-ready research-note draft - **Financial modeling:** DCF, LBO, 3-statement, and comps models as working Excel files with live formulas, not hardcoded numbers - **Meeting prep:** a one-page briefing pack on the company, the people, and the open questions before every client meeting - **Fund valuation review:** GP packages reconciled into a valuation template and an LP-ready reporting pack - **GL reconciliation:** accounting breaks found, root cause traced, each item routed for sign-off - **Month-end close:** accruals, roll-forwards, and variance commentary, close-ready - **KYC screening:** onboarding docs parsed, the rules engine run, and compliance gaps flagged with an audit trail ## Where it fits - **A banker prepping a pitch:** "Build comps and an LBO for [target], then drop them into our pitch template." A branded deck in hours, not days. - **An equity research analyst on earnings day:** "Read [company]'s Q3 call and 10-Q, update the model, and draft the note." Model and note ready to edit before the desk opens. - **A PE associate at quarter-end:** "Reconcile these GP statements into our valuation template and prep the LP report." A valuation review plus an LP-ready package. - **A fund accountant at month-end:** "Run the GL reconciliation and write up the variances." Breaks flagged with root cause and commentary. ## How it works 1. **Point it at your inputs:** filings, earnings calls, GP packages, onboarding docs, or just a company name. 2. **It routes to the right agent:** each task maps to a specialist that knows the workflow, the templates, and the checks. 3. **You get a draft back:** Excel models, branded decks, research notes, or reconciliations, structured for a human to review and sign off. Slash commands: `/comps` `/dcf` `/earnings` `/ic-memo` Built for investment banks, equity research desks, PE/VC funds, and wealth-management teams. Every output is an analyst draft for human review. No transactions executed, no ledger posts.

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IB Analystonline
Pull comps for Figma and draft a one-page memo.
On it, using design-tool peers (Adobe, Canva). EV/Revenue or EV/EBITDA?
EV/Revenue.
Type a message…
Send
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📄 Figma_Memo.mdExport

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