Build trading comparables for a mid-size enterprise software company against Salesforce, Workday, Oracle, Adobe and Microsoft. Pull last twelve months revenue, operating margin and net debt from the latest 10-K and 10-Q filings and line every company up to calendar year periods.
Map every startup working on long-duration grid storage. Group them by technology, and list founding year, total funding, latest round, lead investors and headquarters for each.
Size the US market for commercial HVAC maintenance services. Build a top-down estimate from industry revenue data and a bottom-up estimate from building counts and service spend, then explain why the two differ.
Build a fact base on the global insights industry. Find its size by sector, growth rates for the last two years, and the largest research firms, and flag where sources disagree.
Give me a briefing on US payment processors. List the main public and private players, how each one earns revenue, recent deals in the last two years, and the regulatory issues analysts keep raising on earnings calls.
I meet the founders of a seed-stage payroll startup tomorrow at 10. Give me their work history, the five closest competitors and their funding, and any past emails or call notes we have with this team.
We start commercial due diligence on a veterinary clinic chain on Monday. Build a fact base on US pet care spending, clinic count trends, the five largest competitors and recent deals, and list what the management plan assumes about each.
Code the 1,800 open-ended answers to 'Why did you switch brands?' in this CSV. Build a code frame of no more than 15 themes, assign each answer, and give counts by age group with three example quotes per theme.
Every Monday, check my 40 coverage companies for activist filings, new CEOs or CFOs, announced strategic reviews, and bonds maturing in the next 18 months. Add new items to the sheet with a link.
This startup says its new battery anode doubles cycle life. Find the papers its founders published, compare their results with other published work on the same material, and re-run any analysis where the data is public.
Benchmark our regional grocery client against eight listed US grocers on revenue growth, operating margin, sales per square foot and labor cost share for the last three fiscal years.
Weight this survey of 2,000 US adults to census targets for age, gender and region, then show purchase intent by region with confidence intervals.
We are selling a $300 million revenue specialty food ingredients business. List 30 likely strategic and private equity buyers, with their relevant acquisitions since 2020, cash and debt capacity from latest filings, and a short note on fit.
Read our draft memo and the data room for this Series B logistics software company. Write the strongest case against investing, with evidence for each point, and rate each risk.
Read the 24 customer interview notes from this project. Group what customers said about switching suppliers into themes, count how many raised each one, and pull two quotes per theme with the interview it came from.
Run a Van Westendorp price analysis on these 600 responses for a meal kit subscription, plot the four curves, and report the acceptable price range.
Read the customer contracts and financial statements I uploaded. List every contract with a change of control or exclusivity clause, the top ten customers by revenue, and any figure that does not match the management model.
Each week, check my 12 portfolio companies and their main competitors for funding rounds, executive changes, layoffs and product launches. Each quarter, pull revenue and cash runway from the board decks I upload.
Turn this sheet into a 10-slide steering committee deck. Lead with the recommendation, add one chart per finding, and include a sources slide.
Every week, check the five largest US oat milk brands for new products, price changes and press coverage. Add new items to the sheet with the date and a link.
List the patents held by this medical device target, their filing and expiry dates, and competitors with filings on the same products.
List this startup's patent filings, the competitor patents and papers closest to each claim, and which filings are still pending.
Map who is filing patents and publishing papers on solid-state battery manufacturing, grouped by company and by approach.
List recent patent filings from the three largest US snack companies on packaging and reduced sugar recipes, and update the list each month.