Finance workflows you can actually run.
Not courses. Each skill is a real job-to-be-done — an earnings teardown, a model audit, a comps set — with the work split three ways: what you delegate to AI, what you verify, and what only your judgment can decide.
AI is the supercharger. Judgment is the skill. Warm up in the Labs, then run the real workflow here.
Earnings Teardown
Understand what actually changed this quarter — before the market finishes deciding.
Company Profile
Build a banker-grade one-pager on any company, fast.
Filing Diff
Find what materially changed between this filing and the last one.
Comps Set Builder
Choose a defensible comparable-companies universe — and be able to defend every inclusion.
Model Audit
Find the errors in a financial model before someone senior does.
LBO Sanity Check
Review an LBO’s returns drivers and catch the assumptions doing the heavy lifting.
Stock Pitch Builder
Turn research into a pitch with a variant perception, not a book report.
IC Memo Builder
Draft a first-pass investment committee memo that anticipates the committee’s questions.
Diligence Question Builder
Build a prioritised diligence list that attacks the thesis, not a generic checklist.
Meeting Prep
Walk into any client, management or interview meeting knowing the company, the people and the agenda cold.
Pitchbook QC
Catch the errors in a pitchbook before it leaves the building.
Catalyst Monitor
Track the events that will prove your thesis right or wrong — before they happen.
Skill stacks
The workflows chained the way the job actually chains them.
IB Analyst Stack
The deliverables chain a first-year lives in: profile, comps, book, model.
PE Associate Stack
Screen to IC: teardown the target, pressure-test the LBO, run diligence, write the memo.
Public Markets Stack
The research loop: earnings, filings, pitch, catalysts, repeat.