← Finance & accounting

Initiating Coverage

Create institutional-quality equity research initiation reports through a 5-task workflow.

/initiating-coverageby Anthropic

More in Finance & accounting

  • Merger ModelBuilds M&A accretion and dilution analysis with synergy sensitivities.
  • ReconciliationReconciles ledger balances against subledgers, bank statements, or third-party data.
  • Close ManagementManages the month-end close with task order and status tracking.
  • Funding DigestCreates a one-page slide summarizing recent funding rounds in your sectors.
  • Pitch DeckPopulates pitch deck templates with data.
  • Tear SheetGenerate professional company tear sheets using S&P Capital IQ data via the Kensho.
  • Token Budget AdvisorOffers informed choices about response depth and token consumption.
  • Audit SupportSupports SOX 404 audits with control testing, sampling, and documentation.