financial-services

3-statement-model

fill out 3-statement financial models

accrual-schedule

build period-end accrual schedules

ai-readiness

identify AI opportunities in portfolio companies

audit-xls

audit spreadsheets for formula accuracy

bond-futures-basis

analyze bond futures basis

bond-relative-value

perform bond relative value analysis

break-trace

trace reconciliation breaks to source transactions

buyer-list

build M&A buyer lists

cim-builder

draft Confidential Information Memorandums

clean-data-xls

clean and standardize spreadsheet data

client-report

generate client performance reports

client-review

prepare client review meeting materials

competitive-analysis

build competitive landscape decks

comps-analysis

build comparable company valuation analyses

datapack-builder

build financial services data packs

dcf-model

create DCF models for equity valuation

dd-checklist

generate and track due diligence checklists

dd-meeting-prep

prepare for due diligence meetings

deal-screening

screen inbound deal flow

deal-sourcing

source deals and manage founder outreach

deal-tracker

track M&A deal pipelines

deck-refresh

refresh presentation data with quarterly updates

earnings-analysis

generate equity research earnings reports

earnings-preview

build pre-earnings analysis models