13 financial AI skills

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DCF Model Builder

Finance

Live

Build a complete DCF valuation from scratch: project revenue and FCF, calculate WACC, determine terminal value, and produce an enterprise value with sensitivity table.

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Three-Statement Model Checker

Finance

Live

Audit a three-statement financial model for linkage errors, circular references, balance sheet integrity, and common modeling mistakes before it goes to clients.

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LBO Quick Model

Finance

Live

Build a back-of-envelope LBO model in minutes: sources and uses, debt schedule, returns analysis, IRR and MOIC — for deal screening and IC prep.

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Comparable Company Analysis

Finance

Live

Build a comparable company (comps) analysis: select the right peer group, pull key trading multiples, benchmark your company, and derive a valuation range.

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WACC Calculator

Finance

Live

Calculate WACC step-by-step: CAPM cost of equity, cost of debt, beta estimation, capital structure weighting — with sanity checks against industry benchmarks.

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Credit Memo Builder

Finance

Live

Draft a complete bank credit memorandum: business overview, financial analysis, credit structure, risk assessment, and lending recommendation — ready for credit committee.

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Investment Committee Memo Writer

Finance

Live

Convert a CIM or deal summary into a structured Investment Committee memo: thesis, market, management, financial analysis, risks, and recommended terms — in hours, not days.

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M&A Pitchbook Drafter

Finance

Live

Generate a structured M&A pitchbook or sell-side process letter first draft: company overview, market positioning, transaction rationale, valuation summary, and process timeline.

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Merger Model & Accretion/Dilution Analyzer

Finance

Live

Build an accretion/dilution model: input acquirer and target financials, deal structure (cash/stock/mix), synergies, purchase price adjustments, and output pro forma EPS impact.

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Debt Capacity & Covenant Analyzer

Finance

Live

Analyze how much debt a company can support, model credit metrics at different leverage levels, and track covenant headroom across leverage, coverage, and liquidity tests.

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Cap Table & Waterfall Analyzer

Finance

Live

Model a company cap table through a liquidation or exit waterfall — preferred terms, liquidation preferences, anti-dilution, option pool — and compute proceeds to each share class.

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Financial Due Diligence Tracker

Finance

Live

Parse a data room index, map items to a standard financial due diligence checklist, flag open items, and summarize key findings by workstream for M&A, PE, or lending transactions.

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Synergy Model Builder

Finance

Live

Quantify and model post-merger synergies: cost saves (headcount, G&A overlap, procurement), revenue synergies (cross-sell, pricing), integration costs, and phased NPV of the synergy case.