The all-in-one AI plugin for Private Equity Associates

Skills for private equity associates 17

• portfolio insight reportsBuilds market, industry, and portfolio research with forecasts and risk views, e.g. a two-page outlook on industrial distribution margins.
• investment opportunity assessment assistantScreens a target end to end: financials, SWOT, valuation, deal structure, e.g. a $40M EBITDA packaging platform at 8x.
• deal desk financial analystRuns M&A analysis: statement review, DCF, synergies, deal structure, e.g. valuing a bolt-on with $3M cost synergies.
• office investment memoWrites the investment memo with thesis, risks, and recommendation, e.g. a four-page IC memo for a healthcare services deal.
• financial modeling copilotBuilds and explains models: projections, DCF, sensitivities, scenarios, e.g. a five-year LBO with a returns bridge.
• office company researchResearches a company's model, market position, management, and competitors, e.g. a diligence brief on a regional HVAC roll-up.

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

Ready-made prompts 27

• Screen Incoming Opportunities3 prompts, like Summarize CIM or Teaser
• Draft Initial Deal Materials2 prompts, like Create Investment Screen Memo
• Build Financial Model Support3 prompts, like Explain Financial Model Structure and Formulas
• Prepare Due Diligence Materials3 prompts, like Draft Due Diligence Request List
• Analyze Diligence Findings3 prompts, like Extract Customer and Revenue Data
• Draft Investment Memorandum3 prompts, like Write Executive Summary and Thesis
• Monitor Portfolio Performance5 prompts, like Summarize Monthly Portfolio Financial Packages

Apps you can build with AI 4

• Source-linked document question and extraction consoleAnswer questions across a data room and keep every answer linked to its source page for diligence files. Demo included.
• Due diligence document organizerTrack which diligence requests are answered, which are missing, and where the supporting document sits. Demo included.
• Searchable research library and data stewardship consoleStop re-reading old sector notes and comps; search saved research with provenance and review status attached. Demo included.
• Cited filing and transcript research workspaceGet a verifiable answer from filings and earnings calls with each claim traceable to the document. 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.
• Founder Reference Check AgentA comparable, themed reference summary with at least a set number of independent sources per theme
• M&A Integration Finance Tracker AgentShow verified synergy delivery against plan each month and drive action on shortfalls.
• 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.
• Portfolio Reporting Package Check AgentCollect clean, tied reports from every portfolio company and consolidate them.
• 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
• Data Room Q&A Tracking AgentEvery diligence question answered on time and consistently

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.
• Exa MCP serverLet your AI search the live web and read full webpages for you. Official. No install needed.
• 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.
• LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
• Bing Search MCP serverLets your AI search the web, news, and images through Microsoft Bing while you chat.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• GLEIF MCP serverLets your AI look up companies in the official global LEI database and check who owns whom.
• Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
• Registrum MCP serverLook up UK company details, directors, owners and filed financials straight from your AI chat. No install needed.
• Deep Research MCP serverLets your AI run long, multi-step research tasks online and hand you back a written report.
• Brave Search MCP serverLets your AI search the web, news, images, and places through Brave Search.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.

Your Grok Bot team 12

• Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
• Screen Adverse MediaScreen people or organisations for adverse media, PEP status, and sanctions exposure.
• Startup Business Analyst Financial ProjectionsBuild 3-5 year financial models with revenue, costs, cash, and scenarios for startups.
• Data Room BuilderBuilds a diligence-ready data room: checklist, gap report, and organized folder structure.
• Trend AnalystAnalyzes emerging trends and predicts industry shifts to inform strategic planning and competitive positioning.
• Market Research AnalystDelivers structured market intelligence and competitive analysis from public sources.
• Portfolio DigestSummarises what moved in your holdings and why, without ever telling you what to buy.
• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Research AnalystConducts comprehensive multi-source research and synthesizes findings into actionable reports with trend analysis.
• Longbridge FundamentalsPull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.
• Startup Business Analyst Business CaseGenerate investor-ready business case documents for startup fundraising and strategic planning.
• Warren BuffettSimulates Warren Buffett's investment philosophy and decision-making process.