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AI agent for investment bankers

Fairness Opinion Binder Agent

A complete binder where every analysis is sourced and every number matches the model and board materials

Quality controlFinance
See how it worksGet access
Fairness Opinion Binder Agent: what goes in, what the agent does and what you get

What it does

A fairness opinion must be backed by a binder of analyses, from comparable companies to discounted cash flows, and every number has to agree with the model and the board materials. Teams assemble this in the last days, and inconsistencies slip through. This agent starts from the list of analyses the opinion requires. It requests each from the deal team, then checks that the sources, dates and numbers match the master model and the board presentation. It flags gaps and mismatches, such as a share count that differs between pages, sends the fix request to the owner and rechecks when the new version arrives. It repeats until the binder is consistent and complete. The fairness committee approves the binder. Edge case: a peer set updated after the board deck was printed, so the agent flags every page that still shows the old set.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Opinion stage opens 2 USES A TOOL Load the required analysis list and master model 3 USES A TOOL Collect each analysis from the deal team 4 DOES List missing analyses by owner and due date 5 USES A TOOL Extract key figures from every page of the binder 6 CHECKS THE RESULT Do the figures match the master model and boarddeck? If not: send each mismatch to the owner with the pageand values and wait for a corrected version. Back tostep 4. 7 DOES Check each source is cited, dated and current 8 CHECKS THE RESULT Are all analyses present with current sources? If not: chase the owner of each gap and recollect. Backto step 3. 9 DOES Rebuild the index and a change log 10 YOU APPROVE Fairness committee approves the binder 11 RESULT Final binder and tie-out report
Read the steps as a list
  1. Opinion stage opens
  2. Load the required analysis list and master model
  3. Collect each analysis from the deal team
  4. List missing analyses by owner and due date
  5. Extract key figures from every page of the binder
  6. Do the figures match the master model and board deck?If not: send each mismatch to the owner with the page and values and wait for a corrected version. Back to step 4.
  7. Check each source is cited, dated and current
  8. Are all analyses present with current sources?If not: chase the owner of each gap and recollect. Back to step 3.
  9. Rebuild the index and a change log
  10. Fairness committee approves the binderThe agent waits here for your OK.
  11. Final binder and tie-out report

How it decides

It marks an analysis ready only when its sources are cited and its key figures match the model and board deck, and it chases the owner of each mismatch.

  • Require key figures to match exactly, with rounding rules applied
  • Treat a source older than 30 days as stale
  • Flag any page that does not show the current peer set
  • Chase open items twice a day in the last 48 hours

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Rounding rules for figures
  • Stale source age (default 30 days)
  • Chase frequency near the deadline
  • Required analysis list by deal type

What keeps you in control

It always asks you first

  • Committee approval of the binder
  • Any change to the analyses after approval

Hard limits

  • Never alters analyses, only reports mismatches
  • Does not share the binder outside the deal team
  • Logs every version

It stops when

  • Done: binder is consistent and approved
  • Stop: the master model is not locked or a required analysis is refused

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensTwo days before the board meeting, the agent collected 12 analyses. The tie-out showed the discounted cash flow page used 118.4 million diluted shares while the board deck used 119.1 million. The check failed. It sent both pages to the associate, who confirmed the later figure, and the page was reissued. After the recheck, all 12 matched. The committee approved the binder that evening.

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