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, or run a checked workflow on a real company in Finance OS.
Earnings Teardown
Understand what actually changed this quarter — before the market finishes deciding.
- Produces
- One-page earnings delta memo + questions list
- For
- Analyst / Associate · Equity Research, Hedge Fund
Company Profile
Build a banker-grade one-pager on any company, fast.
- Produces
- Company one-pager (profile page inputs)
- For
- Analyst · Investment Banking, Private Equity
Filing Diff
Find what materially changed between this filing and the last one.
- Produces
- Material-changes memo with source citations
- For
- Analyst / Associate · Equity Research, Hedge Fund
Comps Set Builder
Choose a defensible comparable-companies universe, and be able to defend every inclusion.
- Produces
- Comps universe table + inclusion rationale
- For
- Analyst · Investment Banking, Equity Research
Model Audit
Find the errors in a financial model before someone senior does.
- Produces
- Structured error/risk report
- For
- Analyst / Associate · Investment Banking, Private Equity
LBO Sanity Check
Review an LBO’s returns drivers and catch the assumptions doing the heavy lifting.
- Produces
- Returns-driver decomposition + challenge list
- For
- Analyst / Associate · Private Equity
Stock Pitch Builder
Turn research into a pitch with a variant perception, not a book report.
- Produces
- Pitch architecture: thesis, variant view, valuation, catalysts, risks
- For
- Analyst / Associate · Hedge Fund, Equity Research
IC Memo Builder
Draft a first-pass investment committee memo that anticipates the committee’s questions.
- Produces
- IC memo skeleton with drafted sections
- For
- Associate · Private Equity
Diligence Question Builder
Build a prioritised diligence list that attacks the thesis, not a generic checklist.
- Produces
- Prioritised diligence question list by workstream
- For
- Associate · Private Equity, Investment Banking
Meeting Prep
Walk into any client, management or interview meeting knowing the company, the people and the agenda cold.
- Produces
- Meeting brief: company, people, agenda, questions
- For
- All levels · Investment Banking, Equity Research
Pitchbook QC
Catch the errors in a pitchbook before it leaves the building.
- Produces
- QC issue list by page
- For
- Analyst · Investment Banking
Catalyst Monitor
Track the events that will prove your thesis right or wrong — before they happen.
- Produces
- Catalyst calendar + monitoring plan with triggers
- For
- Analyst / Associate · Hedge Fund
Board Book Studio
Turn a company name into a board book: every valuation page as a working model and a branded slide.
- Produces
- Board book: Excel workbook + PowerPoint deck
- For
- Analyst / Associate · Investment Banking, Private Equity, Corp Dev / M&A
Summary of Proposed Transaction
Put the terms and the multiples they imply on one page, the way a director reads them.
- Produces
- Transaction summary page: Excel + slide
- For
- Analyst · Investment Banking, Corp Dev / M&A
Process and Price Evolution
Show that the board ran a process, and what the price did while it ran.
- Produces
- Process timeline page: Excel + slide
- For
- Analyst / Associate · Investment Banking, Corp Dev / M&A
52-Week Range and Share Price Performance
Show where the stock has traded, and what the offer is worth against every reference point.
- Produces
- Price performance page: Excel + slide
- For
- Analyst · Investment Banking, Equity Research
Research Analyst Price Targets
Show what the Street thought the company was worth before the deal, honestly discounted.
- Produces
- Analyst targets page: Excel + slide
- For
- Analyst · Investment Banking, Equity Research
Management Projections
Lay out the plan every valuation downstream depends on, and show what a haircut does to it.
- Produces
- Projections page: Excel + slide
- For
- Analyst / Associate · Investment Banking, Private Equity
Selected Public Companies
Show what peers trade at and what that range implies for the target.
- Produces
- Trading comparables page: Excel + slide
- For
- Analyst · Investment Banking, Equity Research
Selected Precedent Transactions
Show what buyers have actually paid for businesses like this one.
- Produces
- Precedent transactions page: Excel + slide
- For
- Analyst / Associate · Investment Banking, Private Equity
Premiums Paid
Answer whether the premium is normal for a deal like this one.
- Produces
- Premiums paid page: Excel + slide
- For
- Analyst · Investment Banking, Corp Dev / M&A
Weighted Average Cost of Capital
Build the discount rate from peers rather than choosing it.
- Produces
- Cost of capital page: Excel + slide
- For
- Analyst / Associate · Investment Banking, Equity Research
Discounted Cash Flow
Value the business on its own projections, and show what the answer depends on.
- Produces
- DCF page: Excel model + slides
- For
- Analyst / Associate · Investment Banking, Equity Research
Sensitivity Analysis
Show how the value moves with the two assumptions that carry it.
- Produces
- Sensitivity page: Excel + slide
- For
- Analyst · Investment Banking, Private Equity
Leveraged Buyout, Ability to Pay
Work out what a sponsor could pay and still earn its return.
- Produces
- LBO ability-to-pay page: Excel + slides
- For
- Analyst / Associate · Private Equity, Investment Banking
Sum-of-the-Parts
Value the segments separately and show what a single multiple hides.
- Produces
- Sum-of-the-parts page: Excel + slide
- For
- Analyst / Associate · Investment Banking, Equity Research
Accretion and Dilution
Show what the deal does to the acquirer’s earnings per share.
- Produces
- Accretion / dilution page: Excel + slide
- For
- Analyst / Associate · Investment Banking, Corp Dev / M&A
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.
Board book in an afternoon
The pages a first-year is asked for on a live deal, in the order the book puts them: the terms, the trading range, the plan, the peers, the rate, the value, the grid, the sponsor ceiling and the earnings impact.