“Financial services”

Build and organize a universe of potential acquirers for sell-side M&A processes.

Real DCF (Discounted Cash Flow) model creation for equity valuation.

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.

Populates investment banking pitch deck templates with data from source files.

Guide for creating effective skills.

Structure and draft a Confidential Information Memorandum for sell-side M&A processes.

Build accretion/dilution analysis for M&A transactions.

Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks.

Maintain and update investment theses for portfolio positions and watchlist names.

Build a DCF valuation model with comps-informed terminal multiples — usage: /dcf [company name or ticker]

Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and…

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch.

Systematic stock screening and investment idea sourcing.

Build a comparable company analysis with trading multiples — usage: /comps [company name or ticker]

Create institutional-quality equity research initiation reports through a 5-task workflow.

Analyze quarterly earnings and create an earnings update report — usage: /earnings [company name or ticker] [quarter, e.g.

Framework for competitive landscape analysis across any industry.

Create a reusable PPT template skill from a PowerPoint template file — usage: /ppt-template [path to .pptx or .potx file]

Build an LBO model for a PE acquisition — usage: /lbo [company name or deal details]

Draft a Confidential Information Memorandum — usage: /cim [company name]

Create a one-page company strip profile using branded PPT template — usage: /one-pager [company name or ticker]

Create or update an investment thesis — usage: /thesis [company ticker]

QC a presentation deck for errors and consistency — usage: /check-deck [path to .pptx file]

View or update the catalyst calendar — usage: /catalysts [timeframe, e.g.