Skills

A full sell-side CIM, from cover and investment highlights through financials, growth plan and process, drafted from your data-room files in your firm's house style.

A clean one-slide company overview with tagline, description, key metrics, milestones and a founded, location and stage footer. Useful for board prep, investor updates and portfolio intros.

A quality check on a pitch or client-ready presentation: numbers reconciled across slides, narrative alignment, language polish and formatting. Catches what you missed before it goes out.

The management presentation buyers see: company overview, products, market, customers, financials, growth strategy, team and transaction rationale, in your firm's house style.

A sell-side or advisory new-business pitch covering situation and objectives, market context, strategic options, valuation perspective, process, credentials and team, in your firm's house style.

A fuller advisory pitch book with market landscape, comparable companies, precedent transactions, valuation summary, strategic alternatives and credentials, in your firm's house style.

Information-dense company strip profiles, one to four slides of quadrants, charts and tables, ready for pitch books, deal materials and client presentations.

A one to two page anonymized sell-side teaser with project codename, situation summary, financial snapshot, transaction highlights and process contact, in your firm's house style.

Fills out your income statement, balance sheet and cash flow model template from your data, with the three statements linked together.

Audits a spreadsheet or financial model for formula errors and common mistakes, including balance sheet balance, cash tie-out and logic checks.

Cleans up messy spreadsheet data: trims whitespace, fixes casing, converts numbers stored as text, standardizes dates, removes duplicates and flags mixed-type columns.

A comparable company analysis in Excel with operating metrics, valuation multiples and statistical benchmarking.

Turns CIMs, offering memorandums and filings into a standardized, investment committee-ready Excel data pack with consistent structure and documented assumptions.

A discounted cash flow model in Excel with projections, WACC, sensitivity analysis and an executive summary, built from filings and analyst reports.

Completes your LBO model template in Excel, filling in formulas, validating calculations and matching your formatting standards.

Accretion and dilution analysis for M&A deals: pro forma EPS impact, synergy sensitivities and purchase price allocation.

IRR and MOIC sensitivity tables across entry multiple, leverage, exit multiple, growth and hold period, for sizing up a deal or preparing returns exhibits.

A company valuation workbook built from public comps, with quartile statistics, an implied equity value range and an optional DCF cross-check. Every formula stays live.

Scans your portfolio for the highest-leverage AI opportunities and ranks them into one action list, so you know where to spend operating-partner time.

Due diligence checklists tailored to the target's sector and deal type, with request lists, status tracking and red flag escalation.

Prepares you for diligence meetings with targeted questions, benchmarks to reference and red flags to probe, for management presentations, expert calls and customer references.

Screens inbound CIMs and teasers against your investment criteria, extracting key metrics and producing a one-page screening memo.

A structured investment committee memo that pulls diligence findings, financial analysis and deal terms into one IC-ready document.

Process letters and bid instructions for sell-side M&A: IOI instructions, final bid procedures and management meeting logistics.

A post-acquisition value creation plan with revenue, cost and operational levers mapped to an EBITDA bridge, plus 100-day priorities and KPI targets.

A screened, ranked list of companies matching your acquisition or sales thesis, each scored for fit with rationale and key contacts, in an Excel sheet and a short brief.

A universe of potential acquirers for a sell-side process, covering strategic and financial buyers, with fit assessed and outreach prioritized.

Audits your corp dev and M&A contacts to see who is still in role, flags stale ones and surfaces net-new contacts your CRM is missing.

Discovers target companies, checks your CRM for existing relationships and drafts personalized founder outreach emails.

A ranked prospect list and per-lead email drafts triggered by a news event or one of your closed wins, ready for your review before anything is sent.

Tracks your live deals with milestones, deadlines and action items, and surfaces upcoming deadlines and overdue items.

Monitors a list of public companies through earnings season: beat, miss or in-line against consensus, management highlights and analyst sentiment, in one dashboard.

Tracks portfolio company performance against plan: pulls KPIs from monthly and quarterly financial packages, flags budget variances and produces summary dashboards.

Researches a topic in depth through web research and produces a cited brief you can reuse in later work such as a CIM.

Builds a target list, researches each target, and synthesizes a one-page brief.