Investment Banking Bundle

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

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Included Skills (39)

  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. Financial Data Analyzer — Provides comprehensive financial statements, valuation metrics, and corporate data to help investors analyze global stocks using the Longbridge platform.
  4. Fundamental Stock Analyst — This tool provides rigorous, sector-relative fundamental analysis and forensic financial evaluations to help investors assess the quality and valuation of publicly listed companies.
  5. 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.
  6. Longbridge Market Intelligence — Provides real-time financial data, historical charts, and market analytics for HK, US, A-share, and Singapore markets to assist traders and investors.
  7. Data Strategy Auditor — This tool pressure-tests data plans and architectures for executives to ensure strategic alignment, legal compliance, and clear business value before committing resources.
  8. Quantitative Portfolio Optimizer — This tool enables quantitative analysts to build, backtest, and optimize GPU-accelerated financial portfolios using advanced Mean-CVaR and Mean-Variance allocation strategies.
  9. Business Finance Analysis — Analyzes business finance fundamentals like profit margins, unit economics, and LTV/CAC to assist with financial planning and decision-making.
  10. Excel Financial Modeler — This tool assists financial analysts in creating error-free, industry-standard Excel models by enforcing strict formatting, color-coding conventions, and precise formula integrity.
  11. Market Sizing Analyst — This tool provides structured methodologies for calculating TAM, SAM, and SOM to help entrepreneurs and analysts evaluate startup market opportunities effectively.
  12. Startup Financial Modeler — This tool assists early-stage founders and analysts in constructing comprehensive multi-year financial projections, cash flow analyses, and strategic scenario planning for business growth.
  13. Market Opportunity Analyst — This tool assists startup founders and analysts in calculating TAM, SAM, and SOM metrics through structured bottom-up and top-down market sizing methodologies.
  14. Entity Research Assistant — This tool generates hypothesis-tested, decision-grade dossiers on entities to assist professionals with due diligence, meeting preparation, and critical background research tasks.
  15. Meteora Dlmm Pool Screening — Screen and rank Meteora DLMM pools for LP quality using public Meteora APIs (fee/TVL, bin step, organic score). Read-only: never deploys, swaps, or signs.
  16. Financial Research Agent — Automate investment research by analyzing stocks, SEC filings, and market data to generate comprehensive investment reports for financial professionals.
  17. Algo Trading — The skill builds end‑to‑end algorithmic trading systems that backtest, develop, and execute strategies while managing risk and interfacing with exchange APIs such as Binance, Alpaca, and Interactive Brokers. It implements technical indicators and processes market data to optimize portfolios. Traders and quantitative analysts benefit by running reliable crypto and traditional market bots that automatically execute orders and enforce risk rules.
  18. LLM Trading Agents — Build multi-agent LLM trading systems for financial analysis and automated trading decisions, assisting AI-powered investment research.
  19. Trading Decision Journal — This tool helps traders document their thesis, plan, and emotional state in Notion to improve decision-making quality over raw financial performance.
  20. Financial Market Data — This tool provides developers and analysts with comprehensive access to global financial market data, including equities, forex, crypto, and advanced technical indicators.
  21. Financial News Intelligence — This tool provides AI assistants with comprehensive news analysis, media bias insights, and real-time financial market data to support informed research and decision-making.
  22. Business Investment Advisor — The Business Investment Advisor evaluates capital expenditures on equipment, real estate, new ventures, and technology, providing ROI, IRR, NPV, and payback period analyses. Executives, finance teams, and investment managers use these data‑driven insights to decide between build‑vs‑buy, lease‑vs‑buy, and vendor options, optimizing budget allocation and enhancing financial performance.
  23. 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.
  24. 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.
  25. Equity Research Analyst — This tool provides institutional-grade equity analysis and structured stock scorecards for investors using public SEC filings and real-time market data.
  26. Longbridge Financial Assistant — This tool provides comprehensive market data, portfolio management, and financial analysis for investors across global markets using Longbridge Securities' official agent skills.
  27. Options Flow Analyzer — This tool filters market noise by separating institutional hedging from speculative lottery activity to provide traders with accurate, actionable options sentiment analysis.
  28. Stock Market Intelligence — Provides investors with real-time stock news, regulatory filings, community discussions, and SEC document analysis to support informed financial decision-making and market research.
  29. 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.
  30. Tax Strategy Advisor — Provides actionable tax optimization strategies and financial planning insights to help individuals maximize deductions and improve their long-term tax efficiency.
  31. Portfolio Risk Manager — This tool assists traders in optimizing portfolio stability by calculating risk metrics, defining position sizing strategies, and implementing systematic hedging and stop-loss protocols.
  32. Quantitative Trading Analyst — This skill assists financial professionals in developing, backtesting, and optimizing algorithmic trading strategies while ensuring robust risk management and statistical model validation.
  33. Sam Altman Persona — This agent simulates Sam Altman to provide expert insights on startup strategy, Y Combinator methodology, and the future of artificial general intelligence.
  34. 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.
  35. Portfolio Risk Analyzer — Calculate essential portfolio risk metrics like VaR and Sharpe ratios to assist financial analysts in monitoring performance and implementing robust risk management strategies.
  36. Value Investing Mentor — This agent simulates Warren Buffett to provide expert insights on value investing, business analysis, and financial decision-making for aspiring investors and professionals.
  37. AI ROI Calculator — This tool generates comprehensive financial analysis reports for AI implementation projects to help stakeholders evaluate investments and justify automation spending decisions.
  38. Startup Metrics Advisor — This tool provides founders and analysts with actionable frameworks to track, calculate, and optimize essential performance metrics across various startup business models.
  39. Auction Risk Auditor — This tool performs comprehensive risk assessments for real estate auctions, providing investors with scoring, stress testing, and risk-adjusted ROI calculations for safer decisions.