AI-Finance LabPrivate preview

04 · The lab / 02

Bank & Capital Markets

Your desk: A coverage universe of about 8 companies in one sector.

02.1

Investment Banking

Pitch bookA first-draft pitch book from public data, with the comps already pulled.Join to openValuation (comps, DCF)A comps set and a DCF you can defend line by line.Join to openCIM draftingA CIM draft built from the data room, with the gaps listed.Join to open
02.2

Equity Research

Model update after earningsThe model updated within an hour of the print, with what changed and why.Join to openEarnings noteA two-page note with the number, the surprise and the thesis check.Join to openSector monitoringA weekly sector read from filings and news, with the three things that matter.Join to open
02.3

Sales & Trading

Morning commentaryA morning note ready before the open, from overnight moves and your book.Join to openClient trade ideasThree client ideas tied to what the client already holds.Join to openPosition recapAn end-of-day recap of positions, P&L and risk, in the format the desk uses.Join to open