Company Profile
Build a banker-grade one-pager on any company, fast.
Seat
IB · PE
Level
Analyst
Your time
~25 min
Output
Company one-pager (profile page inputs)
Access
Free to run
Runs for everyone
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
Want the checked version? Company profile runs in Finance OS on the company’s filings, with every figure traced to its source. The runner below works from what you paste or what the web finds.
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