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.

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.