Investment Bankers: The All-in-One AI Plugin

Skills for investment bankers 17

• deal desk financial analystRuns M&A analysis end to end, so a buyer's EBITDA bridge, synergy estimate, and DCF come back in one memo.
• office company researchBuilds a diligence brief on a target's business model, competitors, and management, like a two-page profile before a first call.
• office dcf valuationBuilds a DCF from your assumptions and returns intrinsic value with sensitivity tables, like value per share at three WACC levels.
• financial modeling strategistBuilds, stress-tests, and error-checks a three-statement model, for example a five-year forecast with debt schedule and covenant tests.
• vp m a deal supportHandles deal-stage work such as financing options, risk memos, and negotiation prep, like a sources-and-uses table for a $500M buyout.
• financial analysis and strategy assistantAnalyzes statements, ratios, and cash flow for capital structure and targets, like a leverage and coverage review of a potential acquisition.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 21

• Pitch Book Drafting3 prompts, like Draft A Company Profile Slide
• Financial Model Support3 prompts, like Outline A DCF Model Structure
• Valuation Analysis2 prompts, like Explain Valuation Method Differences To Clients
• Due Diligence Support3 prompts, like Build A Diligence Checklist
• Deal Structuring And Terms2 prompts, like Compare Asset Vs Stock Deal Structures
• Negotiation Preparation3 prompts, like Draft A Negotiation Brief
• Client And Investor Communication3 prompts, like Draft Board Update Memo

Apps you can build with AI 3

• Due diligence document organizerKeeps every diligence request, document, and gap in one place so you can answer the buyer's checklist without a scramble. Demo included.
• Evidence-backed data analysis and reporting workspaceTies each figure in a report back to its source file, so a reviewer can trace your numbers in one click. Demo included.
• Deal review briefingSeparates what the buyer has verified from what the seller claims, giving you a clean briefing before the deal review call. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Acquisition Diligence Request Agent". Each one also has a guided set-up with sample data on its page.

• Acquisition Diligence Request AgentA current map of which diligence requests are answered, partly answered or contradicted.
• Financial Model Formula Repair AgentA model that passes all test cases after the repair.
• Investor Data Room Preparation AgentA data room that is complete, current and checked before investors see it.
• Deal Timeline and Workstream Tracker AgentKeep the deal on schedule by showing delays that matter and prompting the right party.
• Valuation Methods Cross-Check AgentShow valuation ranges from three methods with a clear, checked explanation of any gaps.
• Closing Checklist Tracker AgentClose the deal with every document, signature and condition complete.
• Buyer Universe Screening AgentProduce a ranked, defensible buyer list with a reason for each name in or out.
• Market Comparable Transaction Search AgentBuild a defensible set of comparable deals with sourced multiples.
• Acquisition Target Financial Diligence AgentA reconciled financial view of the target with an open questions log
• Comparable Companies Refresh AgentAn accurate, current comps table with outliers explained
• Pitch Book Consistency AgentA pitch book with consistent, sourced figures
• Buyer Outreach Tracking AgentAn accurate buyer tracker with timely follow-ups

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
• Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
• Exa MCP serverLet your AI search the live web and read full webpages for you. Official. No install needed.
• Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
• Bing Search MCP serverLets your AI search the web, news, and images through Microsoft Bing while you chat.
• Google Search MCP server (AceDataCloud)Lets your AI run Google searches for web, images, news, videos, places and maps, and hand you the results. No install needed.
• GLEIF MCP serverLets your AI look up companies in the official global LEI database and check who owns whom.
• Brave Search MCP serverLets your AI search the web, news, images, and places through Brave Search.
• FINSEC SEC filing MCP serverAsk your AI for numbers from official SEC filings, with the filing source attached. No install needed.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.

Your Grok Bot team 12

• Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
• Data Room BuilderBuilds a diligence-ready data room: checklist, gap report, and organized folder structure.
• Startup Financial ModelingBuild 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.
• Harvey SpecterNegotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.
• Term Sheet ReaderExplains what a term sheet does to your ownership and control, clause by clause.
• Contract Risk ReviewerAnalyzes contracts for risky clauses, extracts key terms, and suggests negotiation points.
• Pitch RehearsalPlays the toughest person in the room and asks the question you hoped nobody would.
• Comprehensive ResearcherConducts thorough, multi-source research and delivers structured reports with citations.
• Xlsx OfficialReads, edits, and creates spreadsheet files with formulas, formatting, and zero errors.
• Longbridge FundamentalsPull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.
• Screen Adverse MediaScreen people or organisations for adverse media, PEP status, and sanctions exposure.
• Quant AnalystBuilds and backtests quantitative trading strategies with transaction costs and risk analytics for portfolios and derivatives.