Company Profile
Build a banker-grade one-pager on any company, fast.
Seat
IB · PE
Level
Analyst
Runtime
~25 min
Output
Company one-pager (profile page inputs)
What this helps you accomplish
The standard first deliverable in IB and PE: business description, segments, financial snapshot, ownership, management, recent news and valuation context — structured the way a deal team expects it, with every figure sourced.
What you get
Not a description of an output. The file itself, in the conventions a banker, a PE associate or a hedge fund analyst already reads without being told.
{TICKER}_company_profile.xlsx
Excel workbook
- 1
Profile
Scale, per share, cash generation and balance sheet on one page — the tab you actually read
- 2
Income Statement
Five years as filed, with growth and margin sub-rows computed as live formulas
- 3
Balance Sheet
Five years as filed, with a conditional-red assets-less-liabilities-and-equity check
- 4
Cash Flow
Five years as filed, with free cash flow computed in the workbook
- 5
Filings
The 10-Ks and 10-Qs the numbers came out of
- 6
Sources
Every figure resolved to tag, period, form, accession and an EDGAR link
Where the numbers come from
SEC EDGAR XBRL company facts only. Original filings beat restated comparatives. A line the filer did not tag prints an em dash and is named in the gap list — blank never means zero.
Delegate · Verify · Decide
The core L3VLUP principle: AI output is never automatically correct. Know what to hand off, what to check, and what only you can own.
Delegate
AI is good enough to do this.
- • Gathering filings, investor decks and recent news into a source pack
- • Extracting segment splits and 3-year financials into a table
- • Drafting the business description from the 10-K
- • Compiling the management and shareholder lists
Verify
AI accelerates you here, but a professional checks the work.
- • Financials tie to the filing (right period, right currency, right units)
- • Segment definitions match the company’s own reporting, not a generic split
- • Ownership data is current — stale shareholder lists are a classic error
- • News items are real and dated; no hallucinated events
Decide
Judgment the human owns. This is the skill.
- • What the "so what" of this company is for your specific purpose
- • Which 3-4 facts lead the page and which go to footnotes
- • How to characterise the company’s competitive position honestly
Inputs required
- Company name or ticker
- Purpose: pitch, buyer profile, target profile or interview prep
- Latest annual report / 10-K if available
The workflow
- 1
Scope the ask
A profile for a sell-side pitch, a buyer list and an interview answer emphasise different things. Fix the purpose first.
- 2
Describe the business
What the company sells, to whom, how it makes money, segment split with revenue/EBITDA by segment.
- 3
Build the financial snapshot
3-year revenue, EBITDA, margins, leverage, FCF — with period labels and the source filing for each.
- 4
Map ownership and management
Top shareholders, free float, CEO/CFO tenure, any activist or PE presence.
- 5
Add market context
Trading multiples vs peers, 52-week range, recent news and broker sentiment where public.
- 6
Pressure-test the page
Would an MD scan this in 60 seconds and find nothing to red-pen? Check formatting, footing and sources.
Run this skill
Any listed company, anywhere. Ticker or name.
Quality checklist
The output isn’t done until every box ticks.
- Every figure has period + source
- Segment revenue sums to total revenue
- The page reads top-down: most important facts first
- No unexplained jargon a first-year wouldn’t know