DCF Model
/dcf-modelEquity valuation, M&A fairness opinions, investment committee materials
LBO Model
/lbo-modelPE deal evaluation, sponsor financing, leveraged buyout analysis
Comps Analysis
/comps-analysisValuation anchoring, peer benchmarking, M&A pricing, IPO analysis
3-Statement Model
/3-statement-modelEquity research modeling, credit analysis, M&A due diligence
Audit XLS
/audit-xlsPre-send QA, model review, error detection before client delivery
Competitive Analysis
/competitive-analysisPitches, sector initiation, strategic advisory, investment memos
Pitch Deck
/pitch-deckSell-side pitches, buy-side M&A, fairness opinions, management presentations
CIM Builder
/cim-builderSell-side M&A processes, private placement memoranda, management buyouts
Buyer List
/buyer-listSell-side process preparation, mandate pitches, strategic alternatives reviews
Merger Model
/merger-modelM&A advisory, fairness opinions, deal structuring, board materials
Teaser
/teaserInitial buyer outreach, pre-NDA marketing, sponsor process launches
Process Letter
/process-letterSell-side auction processes, structured M&A, private company sales
Earnings Analysis
/earnings-analysisPost-earnings updates, quarterly coverage reports, estimate revisions
Morning Note
/morning-noteDaily morning meetings, client communications, intraday commentary
Initiating Coverage
/initiating-coverageNew coverage initiations, sector expansion, institutional research distribution
Earnings Preview
/earnings-previewPre-earnings client notes, positioning analysis, options strategy setup
Sector Overview
/sector-overviewSector initiations, thematic research, client education, conference presentations
Model Update
/model-updatePost-earnings estimate revisions, guidance updates, model refreshes
Deal Screening
/deal-screeningInbound deal flow triage, coverage universe management, pass/proceed decisions
IC Memo
/ic-memoInvestment committee approvals, deal write-ups, LP reporting
Returns Analysis
/returns-analysisDeal sizing, IC returns exhibits, LP reporting, co-investor materials
DD Checklist
/dd-checklistDeal launch, data room management, workstream coordination, deal team alignment
Unit Economics
/unit-economicsSaaS diligence, software deal evaluation, revenue quality assessment
Value Creation Plan
/value-creation-planPost-close planning, board presentations, operating partner materials, LP reporting
NAV Tie-Out
/nav-tieoutQuarter-end LP statement review, audit support, NAV validation
GL Reconciliation
/gl-reconDaily position recon, month-end close, audit preparation
Variance Commentary
/variance-commentaryMonth-end close packages, board reporting, management accounts, audit support
Roll-Forward
/roll-forwardMonth-end close, audit support, financial statement preparation
Accrual Schedule
/accrual-scheduleMonth-end close, audit preparation, accrual management
Break Trace
/break-traceBreak resolution, audit queries, reconciliation investigations
Financial Plan
/financial-planNew client onboarding, annual plan reviews, life event planning
Investment Proposal
/investment-proposalNew client pitches, strategy updates, RFP responses
Portfolio Rebalance
/portfolio-rebalanceQuarterly rebalancing, post-market-move realignment, tax-efficient transitions
Tax-Loss Harvesting
/tax-loss-harvestingYear-end planning, volatile market periods, high-gain-year offset strategies
Client Report
/client-reportQuarterly and annual client reporting, relationship review materials
Client Review Prep
/client-reviewQuarterly reviews, annual checkups, life event discussions
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