Kick-off
Data Collection
Analysis
Financial Modeling
💡
Decisions Ready for You
Your agents have advanced tasks and prepared materials for your quick decision.
📑
Valuation Presentation
Review the valuation presentation prepared for the client meeting next week. The valuation agent has calculated a valuation range of $11.8M to $12.4M.
SlidesClick to view details →
📑
Potential Buyer List
Client provided feedback on buyer list targeting and prioritization. Decision needed on whether to expand search criteria or focus on current high-priority prospects.
SheetsClick to view details →
Colleagues & Agents
Emma
Financial Analyst
2 hours ago
document12
slide3
sheet11
Currently working on: Valuation Model
Alex
Strategy Consultant
Just now
document9
slide4
sheet5
Currently working on: Market Analysis
📄
Valuation Agent
Reviewed Acme Inc DCF model and identified 3 assumption inconsistencies
🔍
Red Team
Flagged aggressive growth assumptions in Valuation model
📚
Corporate Memory
Found 5 similar deals from 2019-2022 with comparable multiples
📊
Financial Data Analyzer
Processed Q3 earnings data for 12 comparable companies
🎞
Presentation Builder
Generated executive summary slides for LexCorp pitch deck
📝
Model Auditor
Reviewed and updated the Valuation model
Project Data
42
Documents
14
Sheets
6
Slides