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ACME Inc

Kick-off
Data Collection
Analysis
Financial Modeling
Database
Valuation
Database
Investment Memo
Database
Sales Process

AI Suggestions

4 items
Review cash flow projections task

This high-priority task was just assigned to you by Andrew Davis for tomorrow's pitch.

Valuation
~2-3 hours
Respond to Emily's comment

Emily Chen commented that EBITDA margin assumptions look too aggressive based on industry benchmarks.

Financial Modeling
~1-2 hours
Prepare for tomorrow's investment committee

You have 3 valuation models that need final review before tomorrow's meeting.

Investment Analysis
~3-4 hours
Complete your transaction comparable analysis

Your M&A Director is waiting for the transaction multiples summary.

Valuation
~2-3 hours

Project Stats

42
Documents
14
Sheets
6
Slides
8
Knowledge Graphs

Team Members

Samantha Blake
Daniel Cho
Jessica Patel
Ryan Thompson
Morgan Liu
Sophia Nguyen
Thomas Weber

Ongoing Conversations

WACC Calculation for Tesla

15m ago

The current risk-free rate is unusually low, suggesting we should...

Samantha Blake
Jessica Patel
Morgan Liu
Thomas Weber

Comparable Companies Analysis

2h ago

I've identified 8 peers in the same industry with similar growth...

Daniel Cho
Jessica Patel
Sophia Nguyen

DCF Model Assumptions

5h ago

We need to validate these revenue growth projections based on...

Samantha Blake
Ryan Thompson
Morgan Liu

LBO Sensitivity Analysis

23h ago

The model shows 22% IRR in the base case, with potential upside if...

Daniel Cho
Morgan Liu
Thomas Weber

Available Agents

📄

Valuation Agent

Active

Helps build and review discounted cash flow and other valuation models

🔍

Red Team

Active

Identify discrepancies, inconsistencies, and hidden risks from an adversarial perspective

📚

Corporate Memory

Active

Surfaces relevant past projects for insights

📊

Financial Data Analyzer

Active

Extracts insights from financial statements and market data

🎞

Presentation Builder

Active

Creates professional investment and valuation slides

📝

Model Auditor

Active

Reviews financial models for errors and inconsistencies