AI-Finance LabPrivate preview

04 · The lab

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01CorporateYour desk: One company. Consumer products, about $480M revenue.

FP&A

Monthly variance analysisBuiltRolling forecastScenario / what-ifPrice-volume-mixKPI commentary

Treasury

13-week cash forecastDaily cash positionFX and rate exposure

Controllership

Month-end closeFinancial reportingAudit support
02Bank & Capital MarketsYour desk: A coverage universe of about 8 companies in one sector.

Investment Banking

Pitch bookValuation (comps, DCF)CIM drafting

Equity Research

Model update after earningsEarnings noteSector monitoring

Sales & Trading

Morning commentaryClient trade ideasPosition recap
03Private EquityYour desk: A fund with a pipeline of targets and a portfolio of companies.

Deal team

CIM screeningLBO modelIC memo

Due diligence

Data room reviewQuality of earningsMarket diligence

Portfolio & LPs

Portfolio KPI monitoringStandardize company reportsQuarterly LP report
04Venture CapitalYour desk: A fund with inbound decks, a market, and a portfolio of startups.

Sourcing

Pitch deck triageMarket mapSignal tracking

Diligence

Market sizingInvestment memoCap table and terms

Portfolio support

Monthly KPI updatesBoard prepFollow-on decision
05Asset & WealthYour desk: About 15 client households and the portfolios behind them.

Portfolio management

RebalancingPerformance attributionMandate monitoring

Research

Research noteEarnings call digestFund due diligence

Client advisory

Client review packFinancial planSuitability file