Investment Banking Workflows

To build a Confidential Information Memorandum, you request a CIM Builder workflow that assembles a 40–60 page document using FMP historical financials, KPI analysis, and appendix sections. It integrates corp-finance-mcp computation tools to ensure data-driven financial consistency across all sections.

Automating merger model scenarios requires integrating comps, credit, and valuation tools to produce accretion/dilution analyses, sources & uses, and sensitivity matrices. The workflow enforces consistency checks like Sources = Uses and requires tool-sourced figures for all financial claims.

Yes, you can prepare a full sell-side M&A package including anonymous teasers, process letters, buyer lists with 15+ prospects, and one-page strip profiles. The workflow outputs clear sourcing and sensitivity analyses for presentation-ready transaction materials.

Yes, the M&A workflow integrates FMP market data and corp-finance-mcp computation tools to execute model calls such as fmp_income_statement, comps_analysis, merger_model, credit_metrics, and sensitivity_matrix for institutional-grade deal documentation.

To ensure internal financial consistency across investment banking documents, the workflow enforces automated consistency checks for revenue, EBITDA margins, and Sources = Uses. It labels management estimates and requires tool-sourced figures for all financial claims.

Buy-side advisory tasks require pitch decks, ranked buyer matrices, merger model scenarios, and deal trackers. The workflow standardizes these outputs to be data-driven and internally consistent for sophisticated counterparties.