M&A, valuation, and financing
Investment banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.
What you can ask Prepare an Intel strategic alternatives memo: asset sales, foundry partnerships, capital needs, buyers, and diligence gaps. Copy
Example path FactSet_DebtCapitalStructure Meeting Prep skill
Build Boeing financing alternatives: liquidity needs, debt capacity, rating risk, equity or hybrid options, and banker advice. Analyze Warner Bros. Discovery as a breakup candidate: buyers, asset separation, leverage, valuation, process risks, and gaps. MCP connector Server URL https://mcp.slack.com/mcpCopy Login OAuth Tools Reads data231 adc_ adc_ adc_ bond_ bond_ checkMoveStatus cofbox credit_ discover_ discover_ discover_ discover_ entity_ equity_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ FactSet_ findEntity fixed_ fixed_ fixed_ fixed_ fixed_ fixed_ fixed_ fx_ fx_ fx_ fx_ fx_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ getAccessControl getEntityBeneficiaryOwners getEntityCountryProfile getEntityCreditOpinionOutlook getEntityCreditOpinionSummary getEntityCreditUpgradeDowngradeFactors getEntityEsg getEntityFinancials getEntityManagersDirectors getEntityPeers getEntityProfile getEntityRatings getEntityScorecard getEntitySectorOutlook getEntitySubsidiaries getEntitySwot getEntityUltimateOwners getMembers getMyQandaTeam getProjectOverview getQandaGateContext getQAStatus historical_ important_ inflation_ InSync_ InSync_ InSync_ InSync_ InSync_ interest_ ir_ ixm_ ixm_ ixm_ ixm_ ixm_ ixm_ ixm_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ listFolderContents listProjects listSubscriptions lpc macroeconomics_ macroeconomics_ macroeconomics_ news_ openrisk option_ option_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ pitchbook_ price_ qa_ qa_ qa_ read_ read_ read_ search_ search_ search_ searchAllDocuments searchCompanyFilings searchDocuments searchEntityDocuments searchEntityEarningsCall searchHelpDocs searchNews slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ starmine_ symbology_ tapesmith_ tapesmith_ third_ transcripts updatePermissions uploadContent
Changes data32 add_ answerQuestion create_ create_ create_ create_ create_ create_ createContent grantFeatureAccess manageQuestion move_ rename_ rename_ save_ setupProject slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ submitQuestionOnBehalf tag_ tapesmith_
Deletes or can't be undone26 delete_ delete_ delete_ delete_ delete_ inviteUser ixm_ ixm_ manageRole moveContent remove_ remove_ risk_ screening_ slack_ slack_ slack_ slack_ slack_ slack_ slack_ untag_ update_ updateContent updateMembership write_
Skills 23 in the ChatGPT listing
Buyer Investor List build prioritized buyer, investor, lender, or sponsor universes for ib processes. Capital Markets Issuance frame issuer financing and capital-markets execution options. CIM Builder Draft or refresh buyer-facing CIMs, teasers, CIM storyboards, lender presentations, and management presentations. CIM Teardown analyze seller materials into claims, diligence gaps, red flags, and model handoffs. Company Tearsheet Create source-backed banker-facing company, target, borrower, issuer, or counterparty tearsheets. Comps Valuation Produce source-backed trading-comps valuation for Investment Banking in report or workbook mode. Covenant Package Analyzer Analyze credit documents for covenant definitions, baskets, leakage, headroom mechanics, amendments, and waivers. DCF Model Builder Use when building code-backed DCF exports, WACC/terminal value work, EV-to-equity bridges, sensitivities, or price targets; not comps-only. Deal Process Tracker Build, update, or reconstruct IB deal-process trackers in a banker-facing workbook. Distressed Recovery Waterfall Analyze distressed capital structures and recovery waterfalls. Financials Normalizer convert messy deal financials into model-ready statements, kpi schedules, source maps, and qa flags. IB Deck QC quality-control investment-banking decks and reports before circulation. Investment Banking Route Investment Banking workflows for banker-owned transaction, capital markets, valuation, diligence, buyer/investor targeting, pitch, process, and restructuring work. LBO Model Build Build sponsor LBO models for sources and uses, debt, sweep, liquidity, returns, and downside underwriting. Meeting Prep prepare ib meeting briefs, question lists, and debrief follow-ups. IB Memo Builder draft or review investment-banking memos from existing analysis. Merger Model Build Build merger and accretion/dilution models for consideration, pro forma ownership, synergies, purchase accounting, financing mix, or EPS impact. Model Audit Tie-out audit existing financial models and workbook outputs. Pitch Deck Builder build investment-banking pitch deck outlines, page plans, and draft slide content. Private Credit Underwriting Build borrower-level private credit underwriting views for lender cases, credit memos, debt sizing, downside, liquidity, collateral, recovery, and proceed/decline decisions. Transaction Sensitivity Generator create scenario, sensitivity, stress-test, and breakeven frameworks for ib analyses. Three Statement Model Builder Use when building integrated three-statement operating model exports with linked IS, BS, CF, drivers, checks, scenarios, or formula templates. Investment Banking User Context Initialize, inspect, save, update, forget, export, or explicitly reset the Investment Banking plugin's local user context, source setup, or optional automation setup. 
Massive#749
PitchBook Premium#72