Financial modeling

LBO, DCF, sensitivities

Financial ServicesFinanceAnalysisSnowflake, NetSuite, Box
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Pulls financials from filings and the data room

Builds LBO, DCF, and comps from source financials

Populates the model and checks the ties

Runs sensitivities and scenario tables on demand

Generates the sensitivity grid

Explains what drives the output

Works inSnowflake, NetSuite, Box

What it does

  • Builds LBO, DCF, and comps from source financials
  • Runs sensitivities and scenario tables on demand
  • Explains what drives the output

Connects to

Snowflake

Query and materialize warehouse data with your existing roles.

NetSuite

Pull financials and post entries with approvals.

Box

Read, classify, and file documents with retention rules.

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Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

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