Investment Research

Investment Research Advanced

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Three-Scenario Discounted Cash Flow (DCF) Valuation Model

Build a transparent three-scenario DCF valuation using operating assumptions, free cash flow, discount rates, terminal value, sensitivities, and valuation bridges.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Advanced

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Public Market Comps and Precedent Transactions Matrix

Build a comparable-company and precedent-transaction matrix with transparent peer selection, normalized metrics, valuation multiples, adjustments, and implied value ranges.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Advanced

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Total Addressable Market (TAM) Bottom-Up Growth Evaluator

Estimate TAM, serviceable markets, penetration, and growth using bottom-up customer, unit, price, geography, capacity, and adoption assumptions.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Intermediate

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Porter’s Five Forces Industry Profitability Analysis

Assess industry structure, competitive intensity, bargaining power, substitution, entry barriers, and long-term profit-pool durability.

Best suited for: ChatGPT Claude Gemini

Reasoning: High Structure: Highly Structured

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Investment Research Advanced

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Corporate Governance Quality and Capital Allocation Audit

Evaluate board quality, ownership, incentives, disclosure, related parties, capital allocation, and management’s long-term stewardship of shareholder capital.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Advanced

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Thematic Macro Trend Investment Hypothesis Tester

Test a thematic investment idea by mapping the macro trend, transmission mechanisms, beneficiaries, timing, evidence, valuation, catalysts, and falsification conditions.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Advanced

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M&A Target Screening and Strategic Fit Scorecard

Screen acquisition targets using strategic fit, financial quality, market position, integration complexity, risk, valuation, and execution feasibility.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Advanced

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Synergies and Post-Merger EPS Accretion/Dilution Analysis

Model cost and revenue synergies, purchase accounting, financing, integration costs, and post-merger EPS accretion or dilution.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Advanced

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ESG Integration and Material Sustainability Risk Evaluator

Evaluate financially material environmental, social, and governance risks, opportunities, transition pathways, evidence quality, and valuation implications.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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Investment Research Advanced

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Investment Thesis Catalyst, Risk, and Vulnerability Review

Stress-test an investment thesis by evaluating assumptions, catalysts, valuation, risks, vulnerabilities, disconfirming evidence, and explicit exit conditions.

Best suited for: ChatGPT Claude Gemini

Reasoning: Advanced Structure: Highly Structured

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