Today · June 30
Good day, Analyst.
Pick an agent below to start an analysis.
Master agent
The senior partner — synthesises every other agent
Master Agent
Deep-context researcher for serious retail investors. Reads every upstream analysis (DCF / Earnings / Comps as ground truth, plus LBO / Model Builder / Market Researcher if available), then layers on live research — rumours, leaks, product calendars, retail / community sentiment, regulatory deadlines — and produces a multi-horizon action plan: this week, this month, this quarter, and a 12-month thesis.
Available agents
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Discounted Cash Flow
Paste a ticker and the agent fetches financials, applies the institutional DCF methodology (5-year projection, CAPM WACC, terminal value, sensitivity) and returns a complete valuation.
Earnings Reviewer
Analyses the most recent quarterly results vs prior year and prior quarter: key metrics, surprises, guidance, highlights, concerns — plus a draft equity research note ready to edit.
Comparable Companies
Builds an institutional-grade trading-comps table: peer set rationale, EV/Revenue, EV/EBITDA, P/E, statistical benchmarking, and implied valuation range for the subject.
LBO Model
Builds a base-case leveraged buyout model with Sources & Uses, debt schedule with sweep, operating projections, IRR / MOIC computation, and 5×5 sensitivity on exit multiple × leverage.
IC Memo
Drafts an institutional-quality investment committee memo aggregating thesis, valuation, returns, risks, and recommendation — from a saved DCF + Comps run.
Market Researcher
Produces a sector or thematic research note grounded in live web search — industry sizing, competitive landscape, key trends, idea shortlist, all with cited sources.
Month-End Closer
Upload your general ledger export (and optionally budget + prior-period close). Claude reads every line, drafts the accruals to book, rolls PP&E / debt / retained earnings forward, writes variance commentary vs budget, and hands back a controller-ready close package.
Statement Auditor
Upload an LP capital account statement (PDF). Claude reads it directly, extracts every reported figure, recomputes DPI / TVPI / RVPI from first principles, and produces an audit report — pass / warn / fail per check — that a fund administrator would attach when signing off the statement.
Pitch Deck
Produces a 10-slide investment-banking pitch — situation, company snapshot, trading comps, football-field valuation, strategic alternatives, risks, next steps — viewable in-browser and exportable as a branded .pptx.
Model Builder
Generates a 5-year 3-statement projection (IS/BS/CF) with audit checks — viewable in-browser and downloadable as a linked Excel workbook where every projection cell is a formula.
More agents — coming soon
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