Overview
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
- Point it at your inputs: filings, earnings calls, GP packages, onboarding docs, or just a company name.
- It routes to the right agent: each task maps to a specialist that knows the workflow, the templates, and the checks.
- 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.
Capabilities
Details
- Last updated
- 2026-06-14 08:26 UTC
- Published
- 2026-06-05 15:02 UTC
- Category
- Tech & development
- Price
- Free
- Type
- Platform
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