Investment Banking Bundle | Prompeteer.ai

Pitch books, valuation models, comparable transactions, fairness opinions, and deal-process management for investment banking analysts and associates.

Included Skills (21)

  1. Mergers Acquisitions Playbook — This framework provides strategic guidance for executives navigating the complexities of company acquisitions, due diligence, valuation, and post-merger integration processes.
  2. Financial Modeling Assistant — Provides comprehensive financial ratio analysis, DCF valuation, and forecasting tools to assist finance professionals in making data-driven strategic business decisions.
  3. Deal Room Analyzer — This tool performs systematic multi-step due diligence on complex deal documents to provide M&A professionals with actionable risk assessments and negotiation insights.
  4. Technical Due Diligence — This agent analyzes target codebases to generate comprehensive investment-grade reports, helping investors and stakeholders evaluate technical risks, scalability, and overall engineering maturity.
  5. Data Room Architect — This tool helps founders and executives prepare for due diligence by generating customized checklists, auditing existing documents, and identifying missing files for investors.
  6. Quantitative Portfolio Optimizer — This tool enables quantitative analysts to build, backtest, and rebalance GPU-accelerated portfolios using advanced Mean-CVaR and Mean-Variance optimization techniques via NVIDIA cuOpt.
  7. Business Finance Analysis — Analyzes business finance fundamentals like profit margins, unit economics, and LTV/CAC to assist with financial planning and decision-making.
  8. Entity Research Dossier — This skill generates hypothesis-tested, decision-grade research reports for professionals conducting due diligence or meeting preparation on specific organizations and individuals.
  9. Cuopt Multi Objective Exploration — Trace, complete, and interpret the Pareto frontier across competing objectives using repeated single-objective cuOpt solves (weighted-sum and ε-constraint).
  10. Treasury Data Explorer — This tool enables developers and analysts to programmatically retrieve comprehensive U.S. federal financial statistics, including national debt, revenue, and treasury securities data.
  11. Financial Research Agent — Automate investment research by analyzing stocks, SEC filings, and market data to generate comprehensive investment reports for financial professionals.
  12. Algo Trading — The skill constructs end‑to‑end algorithmic trading systems that backtest, develop, and execute strategies while managing risk. It connects to exchange APIs such as Binance, Alpaca, and Interactive Brokers, implements technical indicators, processes market data, and optimizes portfolios. Traders and quantitative analysts use the system to run reliable crypto and traditional market bots that automatically execute orders and enforce risk rules.
  13. LLM Trading Agents — Build multi-agent LLM trading systems for financial analysis and automated trading decisions, assisting AI-powered investment research.
  14. Financial Data Access — Access financial data via OpenBB for analysis, research, and AI agents, covering stocks, crypto, forex, and macro economics.
  15. Business Investment Advisor — The Business Investment Advisor evaluates capital expenditures on equipment, real estate, new ventures, and technology, delivering ROI, IRR, NPV, and payback period analyses. It guides executives, finance teams, and investment managers through build‑vs‑buy, lease‑vs‑buy, and vendor selection decisions, ensuring optimal budget allocation for maximum return. These data‑driven insights enable informed investment decisions that enhance financial performance.
  16. Business Financial Advisor — This tool helps founders analyze their business finances and unit economics to make informed, data-driven decisions for their company's growth.
  17. Investor Communication Assistant — This tool helps startup founders draft professional investor updates, board meeting decks, and quarterly business reviews to effectively communicate company progress to stakeholders.
  18. Investment Portfolio Analyst — This tool provides expert financial analysis for investors by evaluating portfolio risk, diversification, and fees while offering actionable rebalancing and tax-optimization strategies.
  19. Tax Strategy Advisor — Provides actionable tax optimization strategies and financial planning insights to help individuals maximize deductions and improve their long-term tax efficiency.
  20. Market Sizing Analyst — This tool generates investor-grade TAM/SAM/SOM analyses for entrepreneurs and analysts by triangulating macro data with bottom-up unit economics and detailed methodology.
  21. AI ROI Calculator — This tool generates comprehensive financial analysis reports for AI implementation projects to help stakeholders evaluate investments and justify automation spending decisions.