Build investment-grade models in minutes
Generate Excel models, PowerPoint decks, and investment docs with live accurate data using your thesis.
3-day free trial. No risk.
Capabilities
One prompt, three finished deliverables.
You drive the reasoning. The workflow engine handles structure, linkage, and export.
Workflow Mode
You drive assumptions and valuation judgment; workflow executes model -> memo -> deck.
Workflow
Auto-playing workflow demo.
Prompt
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I want to evaluate NVIDIA (NVDA) over a 12-month horizon and commit to a clear recommendation.
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Pull the latest filings, earnings-call transcripts, and consensus numbers so I can ground the thesis in evidence.
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Help me frame where my view differs from consensus and what must be true for my call to work.
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Set up bull/base/bear assumptions with explicit falsification triggers.
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End with a risk-weighted expected return and a quarterly monitoring checklist.
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Valuation Model
NVDA_Valuation_Model.xlsx
Investment Memo
NVDA_Investment_Memo.docx
Pitch Deck
NVDA_Stock_Pitch_Deck
Now: Research Agent accelerates evidence collection; your judgment defines the actual call.
Use cases
Built for people who move fast.
Whether you're pitching, recruiting, or managing a portfolio — get to the deliverable faster.
Win stock pitch competitions
Go from thesis to a polished DCF with sensitivity tables and export-ready .xlsx — the kind of work that wins.
Pitch competitionsAccelerate investment fund work
Build comps, LBOs, and merger models for your student fund in minutes instead of days. More time for thesis, less for formatting.
Student fundsCrush IB & PE interviews
Practice building models on the fly with real data. Walk into superdays knowing you can model anything they throw at you.
RecruitingActually learn modeling
Every formula is explained as it's built. Ask "why WACC?" and get a real answer — not a textbook definition.
Learning6 models. Real formulas. Export-ready.
The same models used at Goldman, Evercore, and KKR — not simplified educational templates.
Beyond spreadsheets
Decks, docs, and models. One workflow.
Go from thesis to presentation-ready deliverables without switching tools.
Presentation decks in seconds
Generate polished decks with clear structure and story.
Investment docs that read like an analyst wrote them
Produce concise docs with thesis, valuation, catalysts, and risks.
Everything stays connected
Update one assumption and your model, memo, and deck stay aligned.
AAPL Investment Thesis Deck
11 slides · Generated just now
Executive Summary
Business Overview
Financial Analysis
Valuation
AAPL Investment Memo
2,400 words · Export to PDF
Thesis: Apple's services segment is inflecting — recurring revenue mix hits 30% by FY26, driving multiple expansion...
+ Risks, Valuation, Catalysts, Financial Summary
AAPL DCF Model.xlsx
6 sheets · All formulas intact
Pricing
Simple pricing, no commitment.
Limited-time pilot pricing with a 3-day free trial. Cancel anytime.
Pro
$16.97/month
Everything you need to deliver
- Unlimited Excel models (DCF, LBO, Comps, Merger, 3-Stmt, Precedent)
- PowerPoint deck generation & export
- Investment memo generation (PDF & Word)
- Live SEC data & market feeds
- Voice-powered AI analyst
- Document ingestion (10-Ks, transcripts, reports)
3-day free trial. No risk during pilot.
- Everything in Pro
- Unlimited team members
- Shared model & memo library
- Club analytics dashboard
- Dedicated onboarding