Data

Observatory analyzes hook, agent, and dispatch health, then summarizes patterns, trends, and suggestion status. Use it to review operational metrics and manage the improvement loop.

3-Statement Financial Model completes integrated income statement, balance sheet, and cash flow templates with linked formulas. Use it when populating a partially built 3-statement model or filling out existing financial model frameworks.

Buyer List builds and prioritizes a universe of strategic and financial acquirers for a sell-side M&A process. Use it when preparing a buyer universe, assessing fit, and mapping outreach targets.

Catalyst Calendar builds a forward-looking schedule of earnings, product launches, regulatory decisions, conferences, and macro releases. Use it to prioritize attention, plan positioning, and track events that may move a coverage universe.

Client Review Prep gathers account context, performance, allocation drift, and planning updates for client review meetings. Use it before quarterly reviews, annual checkups, or ad-hoc client meetings.

Comparable Company Analysis builds institutional-grade peer comparison tables with operating metrics, valuation multiples, and statistical benchmarking in spreadsheet format. Use it for public company valuation, sector benchmarking, and identifying valuation outliers.

Competitive Analysis provides a framework for mapping competitors, comparing market positions, and structuring strategic reviews. Use it for competitor decks, peer comparisons, investment memos, and other analyses of competitive dynamics.

Datapack Builder extracts, normalizes, and standardizes financial data from CIMs, filings, web sources, or MCP servers into investment committee-ready Excel workbooks. Use it for M&A diligence, private equity analysis, and consistent portfolio reporting.

DCF Model Builder creates discounted cash flow valuation models with historical analysis, projections, WACC, sensitivity tables, and Excel output. Use it when you need intrinsic value analysis or detailed financial modeling for a company.

KPI Dashboard helps design executive scorecards and business metric frameworks for tracking company health. Use it when selecting KPIs, setting targets, and monitoring progress toward strategic goals.

Academic Paper Search finds papers, clinical trials, and related citations across multiple scholarly sources. Use it to build PubMed/MeSH queries, verify references, deduplicate records, trace citation graphs, and export RIS or BibTeX.

Competitive Intelligence Analyst helps analyze competitors, compare pricing and features, and spot market gaps. Use it when you need competitive positioning, win/loss analysis, or ongoing market monitoring.