Professional Research Hub
Frameworks, models, and templates for valuation, financial modeling, and AI due diligence
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Valuation
Valuation frameworks, comps, and discounted cash flow resources.
Research
Industry analysis, market intelligence, and thesis development.
Financial Modeling
Three-statement models, scenario analysis, and forecasting playbooks.
Due Diligence
Diligence checklists, data-room workflows, and deal-process guides.
Featured Resources
Curated guides, templates, and sessions to accelerate your research and deal work.
How to Write an Investment Memo That Holds Up in Committee
A practical walkthrough of a 12-section memo structure analysts use for committee review.
Three-Statement Model Template
Pre-built model with revenue drivers, integrated statements, and scenario analysis.
Equity Research Masterclass: From Screen to Thesis
Recorded session with sell-side and buy-side analysts on building a sourced research thesis.
Competitive Intelligence Matrix
Map an industry landscape and assess pricing power and moat for thesis and valuation work.
Sector Coverage Playbook
A practical guide to building systematic coverage depth across a sector mandate.
How a PE Team Cut Diligence From Weeks to Days
Case study on how AI-assisted research compressed an early diligence pass with full sourcing.
Valuation Deep Dive: DCF and Comparable Companies
Live session covering DCF build, comparable-company sets, and reconciling the two approaches.
Coverage Update Note Template
Periodic update format for tracked names, used to keep deal teams and committees aligned.
Buy-Side Due Diligence Guide
Everything a deal team needs to structure diligence workstreams before the data room opens.
Ownership & Cap Structure Analysis Best Practices
How to read a target ownership structure and assess dilution, control, and value impact.
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