Intermediate

Three-statement model build plan (P&L, BS, CF) with checks

Outlines a clean three-statement model build with common integrity checks and best practices. Useful for analysts and consultants creating reliable models.

Create a three-statement financial model build plan for {company_name}.

Inputs:
- Historical financials: {historical_financials}
- Forecast drivers: {forecast_drivers}
- Debt and equity schedules: {capital_structure}
- Capex and depreciation assumptions: {capex_dep_assumptions}
- Working capital assumptions: {wc_assumptions}

Deliver:
1) Model architecture (inputs, calculations, outputs) and tab list.
2) Key schedules (revenue, COGS, opex, WC, capex, debt).
3) Integrity checks (balance sheet balancing, cash rollforward, circularity handling).
4) Output tables and scenario switch design.

Write it so a junior analyst could implement.

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Advisory & Consulting

Beginner

Client update email for advisory engagement (status, next steps)

Drafts a polished client status update email with progress, blockers, and next steps. Useful for consultants maintaining client confidence and alignment.

GPT-5.2 Thinking; GPT-4.1; o3-mini

Advisory & Consulting

Advanced

DCF valuation model blueprint with assumptions checklist

Outlines a DCF model structure, key assumptions, and validation checks. Useful for valuation analysts producing defensible valuations for boards, investors, or disputes.

GPT-5.2 Thinking; GPT-4.1; o3-mini

Advisory & Consulting

Advanced

Market multiples valuation: peer set screening and adjustments

Creates a peer screening framework and calculates valuation multiples with normalization adjustments. Useful for quick valuation triangulation and fairness work.

GPT-5.2 Thinking; GPT-4.1; o3-mini