Brand Voice & Account Plan Builder

Investment Banking AI Analyst

Your deal team in a box: 10 specialist analysts for investment banking, equity research, private equity, and fund operations. Hand it a deal, a company, or a portfolio, and get back pitch books, models, research notes, and fund reports as analyst-grade drafts, ready for your review. ## What it does - **Pitch books:** comps, precedents, and an LBO assembled into a branded 15 to 20 slide pitch deck (.pptx), client-ready - **Market & sector research:** sector overview, competitive landscape, peer comps, and a shortlist of ideas in a structured HTML or Word brief - **Earnings analysis:** an earnings call plus the latest filings turned into a model update and a desk-ready research-note draft - **Financial modeling:** DCF, LBO, 3-statement, and comps models as working Excel files with live formulas, not hardcoded numbers - **Meeting prep:** a one-page briefing pack on the company, the people, and the open questions before every client meeting - **Fund valuation review:** GP packages reconciled into a valuation template and an LP-ready reporting pack - **GL reconciliation:** accounting breaks found, root cause traced, each item routed for sign-off - **Month-end close:** accruals, roll-forwards, and variance commentary, close-ready - **KYC screening:** onboarding docs parsed, the rules engine run, and compliance gaps flagged with an audit trail ## Where it fits - **A banker prepping a pitch:** "Build comps and an LBO for [target], then drop them into our pitch template." A branded deck in hours, not days. - **An equity research analyst on earnings day:** "Read [company]'s Q3 call and 10-Q, update the model, and draft the note." Model and note ready to edit before the desk opens. - **A PE associate at quarter-end:** "Reconcile these GP statements into our valuation template and prep the LP report." A valuation review plus an LP-ready package. - **A fund accountant at month-end:** "Run the GL reconciliation and write up the variances." Breaks flagged with root cause and commentary. ## How it works 1. **Point it at your inputs:** filings, earnings calls, GP packages, onboarding docs, or just a company name. 2. **It routes to the right agent:** each task maps to a specialist that knows the workflow, the templates, and the checks. 3. **You get a draft back:** Excel models, branded decks, research notes, or reconciliations, structured for a human to review and sign off. Slash commands: `/comps` `/dcf` `/earnings` `/ic-memo` Built for investment banks, equity research desks, PE/VC funds, and wealth-management teams. Every output is an analyst draft for human review. No transactions executed, no ledger posts.

Free

GEO Content Optimizer

Give it a website or piece of content and get back an AEO/GEO report that helps your pages surface inside AI search engines like ChatGPT and Perplexity. ## What it does - **AEO/GEO audit:** your content evaluated for AI-engine citation readiness - **Optimization report:** specific edits to make the page more likely to be cited - **AI search check:** likelihood of appearing in ChatGPT, Perplexity, and AI Overviews - **Actionable output:** a prioritized list of changes, not just a score ## Where it fits - **A content lead chasing AI citations:** "Audit this guide for GEO readiness." A report on gaps plus what to change. - **A marketer optimizing key pages:** "How do we show up in AI answers for this topic?" An edit list to act on. - **An SEO adapting to AI:** "Score our top pages for AI search." A coverage report with fixes. ## How it works 1. **Give it a URL or content:** a page, article, or site section. 2. **It runs the audit:** AEO/GEO checks against how AI search engines read and cite content. 3. **You get a report back:** visibility findings plus specific edits to apply. Built for content and SEO teams optimizing for AI search. Every report is a set of recommendations for you to review and apply.

Free

Growth Experiment Planner

Give it your product info and get back growth-experiment plans, sales-funnel analysis, and content-optimization recommendations. ## What it does - **Growth experiment plans:** a backlog of testable ideas with hypotheses and expected outcomes - **Sales-funnel analysis:** where users drop and what to do about it - **Content optimization:** what to change, add, or cut to convert better - **Actionable output:** recommendations structured for a team to pick up and run ## Where it fits - **A growth team planning a sprint:** "What experiments should we run this cycle?" A ranked backlog with rationale. - **A marketer diagnosing drop-off:** "Why are users leaving at checkout?" A funnel read with fixes. - **A content lead improving copy:** "Optimize this landing page for conversions." Specific recommendations to apply. ## How it works 1. **Give it your product info:** audience, funnel, and current performance. 2. **It analyzes and plans:** experiments, funnel, and content recommendations. 3. **You get a growth plan back:** ideas ranked by impact, ready to run. Built for growth marketers and product teams. Every recommendation is a draft for you to validate and act on.

Free