SECTION 4 - CROSS-CUTTING

Financial Analysis & Modeling

For: All roles — IB modeling, IM valuation, S&T scenario work

WACC build interrogation

Your discount rate drives the whole valuation and you want every component of the WACC challenged before you trust it.

Copy & paste into your own LLM

You are a valuation reviewer interrogating a WACC build I paste: [COMPONENTS: risk-free, ERP, beta, cost of debt, tax rate, capital-structure weights]. Produce: 1. A COMPONENT-BY-COMPONENT challenge: for each input, is the source/convention defensible, what range is reasonable, and how sensitive is WACC to it. Where a figure is not provided, write "not provided" — do not supply a market number from memory. 2. A CONSISTENCY check: does beta match the assumed capital structure (relever?), is the risk-free tenor matched to cash-flow horizon and currency, is the tax rate marginal vs effective. 3. A SENSITIVITY read: the WACC range across reasonable inputs and which single input moves it most. 4. The 3 assumptions a PM/VP will push on first, and my best answer for each. Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why it works: WACC is precision theater when unlabeled guesses are ranked like measurements; forcing each component's defensibility, an internal-consistency check, and a sensitivity range replaces a false-precision point estimate with a defensible band.

Useful? 👍 Yes👎 No

SECTION 1 - INVESTMENT BANKING

Banking

For: IB coverage / M&A / capital markets analysts & associates

Data-room index red-flag scan + diligence priority list

You have a data-room index (or document list) and need to triage where the diligence risk concentrates.

Useful? 👍 Yes👎 No

SECTION 2 - SALES & TRADING

Sales & Trading

For: S&T desk (color / flow / risk) + client-facing sales

Block-trade execution + market-impact plan

You have a large order to work and want a structured execution plan with honest impact framing before you touch the market.

Useful? 👍 Yes👎 No

SECTION 3 - INVESTMENT MANAGEMENT

Investment Management

For: Buy-side analysts & PMs (research / theses / portfolio)

Short thesis construction + borrow & catalyst path

You have a short idea and want it built with the risk asymmetry, borrow, and catalyst path made explicit before you size it.

Useful? 👍 Yes👎 No

SECTION 5 - CROSS-CUTTING

Pitch & Presentation

For: All roles — IB pitchbooks/IC memos, IM idea write-ups, S&T client notes

Board / discussion-materials storyline for a decision ask

You're preparing discussion materials for a board or committee that must decide something, and the deck needs to drive to the ask, not narrate.

Useful? 👍 Yes👎 No

What you did NOT get today (Pro)

Prompt of the Week (Pro)

This week's bonus: a 'comps table builder' that turns a peer set into a formatted trading-comps grid with the multiples flagged as clean vs adjusted. Pro members get the full prompt in the archive.

Which section is most useful to you this week?

One tap — it shapes which prompt leads next week.

What would you like to see more of?