Financial Analysis Workflows

Financial model audits validate balance sheet equality, trace formulas, detect circular references, enforce sign conventions, and check cross-statement linkages to prevent material errors before client delivery.

Pitch deck review verifies number consistency across slides, checks data-narrative alignment, enforces professional terminology, and annotates formatting standards with slide-level locations and severity ratings.

Competitive analysis applies Porters Five Forces, TAM/SAM/SOM market sizing, moat durability assessment, and peer benchmarking via comps_analysis to evaluate market positioning for M&A and fundraising.

Model audits validate growth sanity and terminal value logic alongside balance sheet reconciliation and sign convention enforcement, producing an annotated checklist with precise cell locations and recommended fixes.

The audit checklist groups findings by severity, provides precise cell or slide locations, recommends fixes, and references audit trails from credit_metrics and comps_analysis peer data tool calls.

You need this workflow for internal reviews when validating three-statement models, verifying credit_metrics, running comps_analysis for peer benchmarking, and ensuring transaction decision accuracy before delivery.