For consultants
Strategy, diligence, and operations work for clients.
Issue trees and workplans, market sizing with reconciled top-down and bottom-up, competitor profiles from filings, commercial due diligence storylines, quality-of-earnings add-back testing, NWC pegs, and ghost decks with action titles.
- 77
- tools for this seat
- 7
- specialties covered
- 262h
- of analyst time per full pass
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A company page assembled from XBRL facts, not a scraped summary
SNOW332.43▼ 1.76%DDOG229.92▼ 2.58%MDB383.56▼ 2.51%NET323.99▼ 2.98%CRWD237.65▼ 3.28%GTLB49.23▼ 2.07%PLTR177.64▲ 0.79%NOW135.47▼ 2.17%ESTC86.96▼ 2.26%CCL21.84▼ 1.49%AAL12.96▲ 0.15%LUMN6.40▼ 1.23%SNOW332.43▼ 1.76%DDOG229.92▼ 2.58%MDB383.56▼ 2.51%NET323.99▼ 2.98%CRWD237.65▼ 3.28%GTLB49.23▼ 2.07%PLTR177.64▲ 0.79%NOW135.47▼ 2.17%ESTC86.96▼ 2.26%CCL21.84▼ 1.49%AAL12.96▲ 0.15%LUMN6.40▼ 1.23%
The day, by level
Analyst / Consultant
Research, expert calls, the market model, the competitor profiles, the exhibits.
Engagement manager
Owns the storyline and the workplan, the client-ready deck, the tie-outs.
Partner
Sells the work, tests the logic, presents to the steering committee.
What it takes off your plate
- Sizing a market twice and reconciling top-down against bottom-up
- Profiling six competitors from their filings for a Monday deck
- Testing an EBITDA add-back list against precedent treatment
- Building the 13-week cash flow for a turnaround's first week
- Ghost-decking a storyline with action titles and the evidence needed per slide
Data behind it
- •SEC filings for competitor economics, segments and strategy
- •XBRL benchmarks for SG&A, R&D and margin structure
- •Government and industry statistics for sizing anchors
- •Your interview notes, survey exports and client data
The toolkit
77 tools for consultants
Diligence
12Peer benchmark builder
Quartile benchmarking on margins, SG&A, R&D and working capital, with the gap to median in dollars.
Revenue build & cohort engine
Cohort retention, GRR and NRR, concentration and pipeline coverage from a transaction export.
Segmentation & referencing plan
Cuts the customer base into segments that behave differently, then names who to call and why.
Add-back tester
Every seller add-back tested for recurrence, support and category, with the price impact at the multiple.
NWC peg analyzer
Monthly working capital, seasonality, the TTM-average peg, and the adjustments that move the price.
Technology due diligence checklist
Architecture, technical debt, velocity, security and IT cost, scored with the evidence to request.
NWC peg: TTM average & seasonality
Monthly working capital, four candidate pegs, the seasonal index and the price impact.
Benchmark quartile spread
Quartiles, the subject's percentile, and the gap to median and top quartile in dollars.
Public company accounting risk profile
Material weaknesses, restatements, auditor changes, CAMs and going concern on one screen.
Related party screen
Who the related parties are, what flowed to them, and whether it was disclosed.
Quality of earnings databook
Adjusted EBITDA built from a monthly P&L, with every add-back ruled on.
Net working capital analysis and peg
Monthly balances turned into a defensible peg, with the debt-like items pulled out.
Valuation
11Peer benchmarking
Growth, margins, cash conversion, and leverage versus a peer set, with the gaps explained.
Precedent transactions from EDGAR
Real deals from merger proxies and 8-Ks: EV, multiples, premiums, and terms.
DCF valuation
Unlevered free cash flow, two terminal methods, and a WACC × growth sensitivity.
WACC
Cost of equity via CAPM, after-tax cost of debt, and the weighted rate with a beta × ERP grid.
Sum-of-the-parts & breakup analysis
Segment-by-segment value, the conglomerate discount, and what a breakup is worth net of costs.
Damages & lost profits scaffold
A but-for model with a yardstick benchmark, the causation chain, and an assumption log that survives cross-examination.
DLOM & control premium reference
Marketability and control adjustments built from empirical studies and EDGAR deal premiums.
Damages: lost profits
But-for revenue against actuals, incremental margin, mitigation, offsets and prejudgment interest.
Relief from royalty
Trademark or technology value from avoided royalties, with the tax amortization benefit.
Goodwill impairment test
Reporting-unit fair value against carrying amount, with the charge and the headroom.
Monte Carlo DCF
A DCF as a distribution: correlated inputs, P10/P50/P90 per share, and what drives the spread
Research
1010-K / 10-Q teardown
What changed, what management said, and what the footnotes hide.
Research brief
A sourced answer to any market, company, or deal question.
Sector KPI extractor
The KPIs that are not in XBRL: ARR and NRR, PV-10 and boe/d, CET1, FFO, backlog, same-store sales.
Five forces from filings
Porter's five forces scored 1-5 with the filing language that justifies each score.
Profit pool mapper
Revenue and margin by value-chain step from segment disclosures, reconciled to the industry total.
Competitor profile generator
One sourced page per competitor from their own 10-K, with a confidence tag on every field.
Survey designer & cross-tab plan
A CDD-grade instrument: screener, KPC importance and performance, NPS, switching and willingness to pay.
Expert network call planner
Who to call, in what order, and the ten questions each expert is uniquely able to answer.
Interview guide & synthesis
Guides by respondent type, then transcripts coded into a theme by source grid with quotes.
NPS & survey statistics
Net promoter score with its confidence interval, plus the sample size the read-out needs.
Modeling
9NPV, IRR & payback
Capital budgeting on any cash-flow schedule with a discount-rate sensitivity.
Synergy & accretion deal memo
Populates the merger model from XBRL, tests the synergy case, and writes the investment committee memo.
Accretion / dilution
Offer, funding mix, synergies and EPS: accretion, breakeven synergies and pro forma leverage.
Capital allocation ranking
NPV, IRR, payback and profitability index by project, funded greedily against the budget.
Market model workbench
Top-down and bottom-up sizing, reconciled, with every input sourced and confidence-tagged.
Pricing & pocket-price analysis
List to pocket price leakage by customer, with the durability test on every price increase.
Market sizing: top-down & bottom-up
TAM to SAM to SOM, a unit-economics bottom-up, and the 15% convergence test between them.
Price-volume-mix decomposition
SKU-level price, volume, mix, new and discontinued effects that tie to the dollar.
Cost to serve & unit economics
Activity-based cost per customer, contribution after serving, and the whale curve.
Reporting
9Peer benchmark for the CFO and board
Growth, margins, opex ratios, working capital, and leverage versus peers, translated into dollars of gap.
PVM revenue bridge narrative
Price, volume, mix, new, and discontinued effects from a sales cube, reconciled to the total and explained.
Working capital benchmark & cash unlock
DSO, DIO, DPO and the cash conversion cycle versus peers from XBRL, with the cash each gap is worth.
Price / volume / mix bridge
Decomposes a revenue variance into price, volume, mix, new and discontinued, reconciled to the total.
Cash conversion cycle & unlock
DSO + DIO − DPO, the working capital it ties up, and the cash released at peer-median days.
Number tie-out guardian
Every number in the deck checked against the model, by slide, cell and magnitude.
Price-volume-mix bridge
SKU-level price, volume, mix, new and discontinued effects that sum exactly to the revenue change.
Peer disclosure benchmarker
One footnote across several tickers, side by side, with the assumptions pulled out.
S-X significance tester
Investment, asset and income tests for Rules 3-05, 3-09 and 4-08(g), with the filing consequence.
Deliverables
7Company one-pager
A pitch-ready profile of any US-listed company, every number cited.
Board deck narrative
Action titles, the storyline, and speaker notes for the CFO section, built from your metrics table.
Corp dev target one-pager
The page you take to the deal review committee: fit, financials, price to acquire, and the first diligence questions.
100-day integration plan
Day 1 readiness through Day 100 by workstream, with the synergy tracker fields and the first steerco report.
Hypothesis-driven storyline
Governing thought, key lines and support: the pyramid before anyone builds a chart.
Ghost deck generator
Action titles in SCQA order with the exhibit each slide needs, before anyone opens PowerPoint.
CDD report assembler
The commercial diligence report skeleton, filled to the red-flag thresholds a deal team tests.
Planning & forecasting
6Issue tree & workplan studio
A MECE decomposition of the client question, with an owner, source and date on every leaf.
Cost baseline & zero-based targets
GL mapped to categories and owners, then targets set from peer SG&A quartiles rather than last year.
Cost structure benchmark from SEC data
Cost of revenue, SG&A, R&D and working-capital days against peer quartiles, with the tag on every line.
Operating model & org design
Spans, layers and decision rights from an org file, with two or three structural options costed.
Zero-based budgeting savings scenario
Category gaps to a peer benchmark, a capture rate, the ramp, and the year-one landing.
Forecast with honest intervals
Paste a series, get the M4-style forecast and conformal 80%/95% bands with a backtest
Accounting & audit
5ASC 805 purchase price allocation memo
Consideration, identifiable intangibles by method, goodwill as the residual, and the peer allocation mix.
ASC 350 goodwill impairment assessment
Step zero factors, the one-step quantitative test, and the market capitalization reconciliation.
Estimate challenger
Management's assumption against the range peers disclose, with the percentile.
Going concern assessment
Conditions, management's plans, and whether substantial doubt is alleviated - with the report language.
Benford's law digit test
First-digit and first-two-digit conformity with chi-square and MAD.
Credit & restructuring
4Liquidity runway & 13-week cash flow
Weekly receipts and disbursements to the trough week and the date a deal is required.
13-week cash flow engine
Receipts, disbursements and financing by week from the agings, with headroom against minimum cash.
Liquidity triage & CRO 30-60-90
Runway, covenant headroom and maturities from the filings, then the first 90 days of a CRO.
13-week cash flow
Weekly receipts, disbursements, revolver draws and headroom against a minimum-cash policy.
Screening
1M&A target screener
Screens public companies on capability keywords, size, growth and margins, then scores strategic fit.
Communication
1SteerCo update drafter
Progress vs plan, findings, decisions required, risks and next steps, in the standard order.
Portfolio
1Value creation & 100-day plan
An EBITDA bridge by initiative, with the first 100 days carved out and owned.
Sourcing & deals
1Pipeline forecast
How many deals close and what they are worth, as a range, not a weighted total
Set up your consultant desk
The survey asks your group, level and sectors, then wires the watchlists, function keys and tools to match.