SECTION 3 - INVESTMENT MANAGEMENT

Investment Management

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

Earnings-call transcript signal map

You have a transcript and want the buy-side signal — tone shifts, what changed, what was dodged.

Copy & paste into your own LLM

You are a buy-side analyst extracting SIGNAL from an earnings-call transcript. I will paste it. Produce: 1. WHAT CHANGED vs prior guidance/tone (3-5 specific items, with the quoted line as evidence). 2. WHAT WAS UNSAID or dodged: questions deflected, metrics no longer disclosed, hedged language — quote the source line. 3. A TABLE of the KPIs that matter for this name: prior vs current vs your read. 4. The 3 things to VERIFY in the filing before you trust the narrative. 5. Net SO-WHAT for the thesis in 2 sentences. Quote the transcript for every claim. Do not infer a number that wasn't stated; write "not disclosed" instead. 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: Buy-side edge on calls is in the delta and the dodge, not the summary; forcing quoted evidence and a 'what to verify' step keeps the read honest and thesis-relevant instead of a bland recap.

Useful? 👍 Yes👎 No

SECTION 1 - INVESTMENT BANKING

Banking

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

Precedent-transactions screen + adjusted-multiples framing

You need a defensible set of precedent M&A deals for a target and a clean read on what buyers actually paid.

Useful? 👍 Yes👎 No

SECTION 2 - SALES & TRADING

Sales & Trading

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

Morning desk-color note from overnight moves

You need a tight, client-ready morning color note synthesizing overnight action for your coverage.

Useful? 👍 Yes👎 No

SECTION 4 - CROSS-CUTTING

Financial Analysis & Modeling

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

Sum-of-the-parts (SOTP) valuation build

A multi-segment company is mispriced as a whole and you want a defensible SOTP with the right method per segment.

Useful? 👍 Yes👎 No

SECTION 5 - CROSS-CUTTING

Pitch & Presentation

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

Pitchbook page narrative + exhibit plan

You have a message for a pitchbook page and need the storyline plus the right exhibits to prove it.

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?