Upload a CSV or Excel file, describe what you want to learn, and get back an insights report with charts, narrative, and business recommendations. No code required.
Built for anyone who needs analysis without writing code. Every report is a draft for you to sanity-check against your numbers.
Growth Experiment Planner
Give it your product info and get back growth-experiment plans, sales-funnel analysis, and content-optimization recommendations. ## What it does - **Growth experiment plans:** a backlog of testable ideas with hypotheses and expected outcomes - **Sales-funnel analysis:** where users drop and what to do about it - **Content optimization:** what to change, add, or cut to convert better - **Actionable output:** recommendations structured for a team to pick up and run ## Where it fits - **A growth team planning a sprint:** "What experiments should we run this cycle?" A ranked backlog with rationale. - **A marketer diagnosing drop-off:** "Why are users leaving at checkout?" A funnel read with fixes. - **A content lead improving copy:** "Optimize this landing page for conversions." Specific recommendations to apply. ## How it works 1. **Give it your product info:** audience, funnel, and current performance. 2. **It analyzes and plans:** experiments, funnel, and content recommendations. 3. **You get a growth plan back:** ideas ranked by impact, ready to run. Built for growth marketers and product teams. Every recommendation is a draft for you to validate and act on.
Free
Brand Voice & Account Plan Builder
Give it documents or a dataset and get back structured knowledge work: brand and voice guidelines, account plans, and periodic briefs, from a collection of knowledge-work plugins. ## What it does - **Document synthesis:** documents and datasets distilled into structured summaries - **Brand & voice:** guidelines discovered and enforced across your content - **Account plans:** research pulled into a structured plan - **Periodic briefs:** weekly briefs and channel digests assembled for you ## Where it fits - **A consultant onboarding a client:** "Discover their brand voice from these materials." A guideline doc to work from. - **A sales team prepping:** "Generate an account plan for this prospect." A structured plan in one pass. - **A team staying aligned:** "Send me a weekly brief on this channel." A recurring digest. ## How it works 1. **Give it inputs:** documents, a dataset, or a target. 2. **It runs the right plugin:** synthesis, guidelines, planning, or briefing. 3. **You get a structured output back:** a doc ready to review and use. Slash commands: `/discover-brand` `/enforce-voice` `/generate-account-plan` `/weekly-brief` `/channel-digest` Built for consulting, research, and knowledge-intensive teams. Every output is a draft for you to review.
Free
Investment Banking AI Analyst
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.
Free