7 financial AI skills
LBO Model Builder
Private Equity & VC
Build a complete leveraged buyout model: entry assumptions, debt structure, operating model, returns analysis (IRR/MOIC), and sensitivity tables across exit multiples and leverage.
Investment Committee Memo Writer (PE)
Private Equity & VC
Draft a complete private equity investment committee memo: executive summary, business overview, investment thesis, financial analysis, risk factors, deal structure, and return analysis.
Portfolio Company KPI Monitor
Private Equity & VC
Build a PE portfolio company monitoring framework: monthly KPI reporting templates, covenant compliance tracking, 100-day plan progress, EBITDA bridge vs. underwriting model, and board reporting.
VC Term Sheet Analyzer
Private Equity & VC
Analyze venture capital term sheets: pre-money valuation, dilution math, liquidation preference stacks, anti-dilution provisions, pro-rata rights, protective provisions, and founder-friendly vs. investor-friendly scoring.
LP Quarterly Report Writer
Private Equity & VC
Draft Limited Partner quarterly reports: fund performance summary, MOIC and IRR by vintage, portfolio company updates, capital account statements, and market commentary for PE/VC fund managers.
Deal Sourcing & Target Screening Tool
Private Equity & VC
Systematically screen acquisition targets: define search criteria, build target lists, score companies on strategic fit and financial profile, and generate outreach language for proprietary deal sourcing.
Cap Table & Waterfall Analyzer (PE/VC)
Private Equity & VC
Build cap tables with multiple share classes, model waterfall distributions for different exit values, compute dilution from option pool expansions, and analyze preferred stock economics across liquidation scenarios.