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.

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.