accountingAccounting analysis — journal entries, chart of accounts, accruals, and closing process. Activate when the user mentions journal entry, adjusting entry, closing entry, accrual, deferral, chart of accounts, trial balance, general ledger, accounts receivable, accounts payable, depreciation entry, amor
attributionPerformance attribution analysis. Activate when the user mentions Brinson attribution, Brinson-Fachler, allocation effect, selection effect, interaction effect, performance decomposition, active return attribution, sector attribution, factor attribution, currency attribution, fixed income attributio
auditAudit planning and analytical procedures. Activate when the user mentions audit, audit planning, risk assessment, materiality, substantive testing, analytical procedures, audit sampling, internal controls, control testing, management letter, audit opinion, going concern, material weakness, significa
board-deckBoard reporting, KPI dashboards, investor updates, and earnings prep for CFOs and finance teams. Activate when the user mentions board deck, board package, board meeting, investor update, quarterly letter, shareholder letter, KPI dashboard, earnings call, earnings prep, guidance, management commenta
budgetAnnual budget build and variance analysis for CFOs, controllers, and FP&A teams. Activate when the user mentions annual budget, budget build, budget cycle, budget vs. actual, variance analysis, zero-based budgeting, ZBB, departmental budget, cost center review, budget approval, budget presentation,
buy-sideFull buy-side M&A acquisition process from target screening through post-close integration. Activate when the user mentions buy-side, acquisition, target screening, target identification, strategic acquisition, bolt-on, tuck-in, add-on acquisition, accretion dilution, synergy model, synergy analysis
creditCredit and distressed debt analysis. Activate when the user mentions credit analysis, credit spread, high yield, investment grade, distressed debt, default probability, Altman Z-Score, Merton model, CDS, credit default swap, recovery rate, recovery analysis, covenant review, leverage ratios, coverag
data-entryFinancial data extraction, cleaning, normalization, and validation. Activate when the user mentions data entry, data extraction, data cleaning, normalize data, parse financial data, PDF extraction, table extraction, OCR, convert to spreadsheet, standardize format, data validation, reconcile data sou
earningsEarnings analysis — preview, post-earnings reaction, estimate revision, and consensus tracking. Activate when the user mentions earnings, earnings preview, earnings reaction, beat/miss, estimate revision, consensus estimate, whisper number, guidance, earnings surprise, earnings call, quarterly resul
equity-researchEquity research — initiating coverage, earnings models, trading comps, and price targets. Activate when the user mentions equity research, initiating coverage, price target, comparable company analysis, trading comps, comp table, EV/EBITDA, P/E ratio, PEG ratio, sum-of-the-parts, SOTP, segment valua
estateEstate and tax planning — trusts, gifting, generation-skipping, and family office. Activate when the user mentions estate planning, estate tax, trust, revocable trust, irrevocable trust, GRAT, IDGT, dynasty trust, generation-skipping transfer, GST, gifting strategy, annual exclusion, lifetime exempt
financial-statementsFinancial statement preparation, analysis, and interpretation. Activate when the user mentions income statement, balance sheet, cash flow statement, P&L, profit and loss, statement of operations, statement of financial position, indirect method, common-size analysis, ratio analysis, DuPont analysis,
forecastRolling forecasts, scenario planning, and cash flow forecasting for CFOs, treasurers, and FP&A teams. Activate when the user mentions rolling forecast, cash flow forecast, 13-week cash flow, liquidity forecast, scenario planning, stress test, base/bull/bear, Monte Carlo simulation, revenue forecast,
fpaFinancial Planning & Analysis for in-house finance teams. Activate when the user mentions FP&A, unit economics, SaaS metrics, headcount modeling, contribution margin, profitability analysis, build vs. buy, pricing analysis, CAC, LTV, payback period, burn multiple, Rule of 40, magic number, ARR bridg
insuranceInsurance and risk transfer analysis — life, disability, annuities, and long-term care. Activate when the user mentions life insurance, term life, whole life, universal life, variable life, disability insurance, long-term care insurance, LTC, annuity, SPIA, QLAC, fixed annuity, variable annuity, ind
investment-memoStructured investment committee memo builder for equity long/short, PE/VC, credit, and real estate investments. Activate when the user mentions IC memo, investment memo, investment committee, buy recommendation, sell recommendation, commit/pass decision, credit memo, lending decision, acquisition me
ipoIPO analysis and equity capital markets origination. Activate when the user mentions IPO, initial public offering, going public, equity offering, follow-on, secondary offering, convertible bond, bookbuilding, pricing night, IPO readiness, lockup expiry, greenshoe, overallotment, at-the-market progra
lboEnd-to-end leveraged buyout model builder for PE sponsors, lenders, and advisors. Activate when the user mentions LBO, leveraged buyout, buyout model, sponsor returns, PE returns, debt sizing, sources and uses, cash sweep, debt schedule, management equity, PIK toggle, MOIC, IRR attribution, exit ana
long-shortFundamental long/short equity analysis engine for idea generation, variant perception development, catalyst mapping, position sizing, portfolio construction, and risk management. Activate when the user mentions long/short equity, pair trade, variant perception, short selling, alpha generation, hedge
macroGlobal macro thesis construction and trade expression engine for regime identification, cross-asset positioning, central bank analysis, carry trade evaluation, geopolitical risk assessment, and scenario-weighted portfolio construction. Activate when the user mentions global macro, macro thesis, regi
market-makingAvellaneda-Stoikov optimal market making, inventory management, and spread optimization. Activate when the user mentions market making, bid-ask quoting, optimal spread, reservation price, inventory risk, Avellaneda-Stoikov, fill rate, spread capture, market maker P&L, quote adjustment, adverse selec
merger-arbEvent-driven merger arbitrage and special situations analysis engine for deal spread decomposition, implied probability extraction, collar and CVR mechanics, regulatory risk assessment, timeline mapping, position sizing, and portfolio-level event exposure management. Activate when the user mentions
options-and-derivativesOptions pricing, Greeks analysis, volatility surface modeling, and structured products. Activate when the user mentions options, puts, calls, Greeks, delta, gamma, vega, theta, rho, implied volatility, vol surface, skew, term structure, straddle, strangle, spread, butterfly, condor, iron condor, col
pe-buyoutPE buyout analysis — LBO modeling, operational value creation, and exit planning. Activate when the user mentions buyout, leveraged buyout, LBO, management buyout, MBO, platform acquisition, bolt-on, add-on, sponsor returns, MOIC, returns attribution, management rollover, sweet equity, ratchet, debt
pe-growthGrowth equity analysis — minority investments in scaling businesses. Activate when the user mentions growth equity, growth investment, minority stake, PIPE, pre-IPO, Series D+, late-stage private, revenue growth investment, unit economics, path to profitability, rule of 40, governance rights, board
pitch-deckStructured pitch deck builder for startup fundraising, deal marketing, fund marketing, and internal proposals. Activate when the user mentions pitch deck, investor presentation, fundraise deck, Series A/B/C deck, LP pitch, CIM companion deck, management presentation, board deck, deal marketing, fund
portfolio-constructionPortfolio construction and optimization workflows. Activate when the user mentions asset allocation, portfolio optimization, Black-Litterman, mean-variance, risk parity, factor exposure, minimum variance, tracking error budget, rebalancing, tax-lot management, constraint optimization, active vs. pas
private-capitalPrivate equity and private credit analysis across buyouts, growth equity, special situations, and direct lending. Activate when the user mentions buyout, leveraged buyout, LBO, growth equity, private equity, PE returns, MOIC, IRR, fund returns, TVPI, DPI, private credit, direct lending, mezzanine, s
private-creditPrivate credit analysis — direct lending, mezzanine, and unitranche. Activate when the user mentions direct lending, private credit, unitranche, first lien term loan, second lien, mezzanine lending, PIK, payment-in-kind, covenant analysis, leverage covenant, fixed charge coverage, credit agreement,
quant-signalsQuantitative strategy development, signal research, and cross-desk analysis engine for signal hypothesis formation, factor construction, backtest design (walk-forward, out-of-sample), overfitting detection, regime detection, ensemble construction, LLM sentiment signals, and multi-perspective event a
re-acquisitionsReal estate acquisition underwriting — core, value-add, and opportunistic strategies. Activate when the user mentions property acquisition, underwriting, value-add, renovation, multifamily acquisition, industrial purchase, office building, retail center, comparable sales, NOI analysis, cap rate, goi
re-debtReal estate debt structuring across the full capital stack. Activate when the user mentions DSCR, LTV, debt yield, mortgage constant, positive leverage, mezzanine debt, preferred equity, capital stack, CMBS, construction loan, bridge loan, permanent financing, refinancing, interest-only, debt servic
re-developmentGround-up real estate development analysis — entitlement through stabilization. Activate when the user mentions development pro forma, ground-up construction, yield on cost, development spread, construction financing, LTC, hard costs, soft costs, lease-up, stabilization, construction interest, entit
re-reitPublic REIT analysis — NAV, FFO/AFFO, implied cap rates, and sector comparables. Activate when the user mentions REIT, FFO, AFFO, NAV discount, NAV premium, funds from operations, REIT valuation, REIT dividend, payout ratio, implied cap rate, public vs private real estate, REIT sector analysis, same
real-estateReal estate investment analysis across property valuation, development, REIT analytics, debt structuring, and market analysis. Activate when the user mentions real estate, property valuation, cap rate, NOI, DCF for real estate, development pro forma, REIT, NAV, FFO, AFFO, debt sizing, LTV, DSCR, lea
restructuringFull restructuring and distressed advisory process from liquidity assessment through emergence or liquidation. Activate when the user mentions restructuring, distressed, Chapter 11, Chapter 7, bankruptcy, insolvency, liquidity crisis, 13-week cash flow, recovery waterfall, fulcrum security, priority
retirementRetirement planning and goals-based portfolio construction. Activate when the user mentions retirement, retirement planning, Monte Carlo retirement, withdrawal rate, 4% rule, safe withdrawal, sequence of returns risk, Social Security optimization, Roth conversion, required minimum distribution, RMD,
risk-analyticsPortfolio risk measurement and stress testing. Activate when the user mentions VaR, CVaR, expected shortfall, drawdown, Sharpe ratio, Sortino, tracking error, stress test, Monte Carlo, scenario analysis, risk budget, volatility, correlation, tail risk, counterparty risk, factor risk decomposition, r
secondariesPE secondaries analysis — LP interest transfers, GP-led continuation vehicles, and NAV lending. Activate when the user mentions secondaries, LP secondary, GP-led continuation, continuation fund, tender offer, strip sale, NAV lending, NAV line, preferred equity on fund, fund restructuring, stapled se
sell-sideFull sell-side M&A process execution from engagement kickoff through closing. Activate when the user mentions sell-side, auction process, teaser, CIM, confidential information memorandum, buyer universe, buyer list, IOI, indication of interest, LOI, letter of intent, definitive agreement, bid evalua
trading-and-executionTrade execution analysis across equities, fixed income, FX, and commodities. Activate when the user mentions block trade, market impact, VWAP, TWAP, implementation shortfall, program trading, execution cost, venue selection, order routing, liquidity, ADV, market microstructure, trade scheduling, arr
vc-earlyEarly-stage venture capital — pre-seed through Series A evaluation, term sheets, and cap tables. Activate when the user mentions seed round, Series A, pre-seed, angel investment, SAFE, convertible note, term sheet, cap table, pro-rata, anti-dilution, liquidation preference, option pool, vesting sche
vc-fundVC fund construction, portfolio math, and LP reporting. Activate when the user mentions fund construction, portfolio construction for VC, reserve strategy, follow-on allocation, power law, fund returns, TVPI, DPI, RVPI, J-curve, net IRR, management fee, carried interest, GP commitment, fund economic
vc-growthGrowth-stage venture capital — Series B+ evaluation, sector-specific frameworks. Activate when the user mentions Series B, Series C, growth stage, late-stage venture, pre-IPO, growth metrics, net revenue retention, burn multiple, magic number, rule of 40, SaaS metrics for VC, biotech rNPV, crypto to
venture-capitalVenture capital investment analysis across early stage, growth stage, biotech/healthcare, crypto/web3, and platform operations. Activate when the user mentions venture capital, VC, startup investing, seed, Series A/B/C, term sheets, cap table, dilution, TVPI, DPI, RVPI, fund returns, J-curve, power
wealth-advisoryWealth management and financial planning for HNW and UHNW clients. Activate when the user mentions wealth management, financial planning, retirement, estate planning, tax planning, GRAT, IDGT, trust, asset allocation, withdrawal rate, Monte Carlo simulation, goals-based investing, tax-loss harvestin
wikiPersonal finance knowledge base — institutional memory that compounds across analyses. Activate when the user mentions wiki, knowledge base, what do I know about, prior analysis, past research, entity page, playbook, journal, methodology preferences, ingest a document, prior context, institutional m