stubbi/companies - Page 6

ic-memo

Compose investment-committee memos.

idea-generation

Generate investment ideas from sector research.

intake-triage

Classify an incoming work request and route it to the right team.

investment-proposal

Draft investment proposals for client meetings.

kyc-doc-parse

Parse onboarding documents into structured KYC fields.

kyc-rules

Run the KYC rules engine over parsed onboarding data.

lbo-model

Build leveraged-buyout models in Excel.

model-update

Update an existing financial model from new disclosures.

morning-note

Draft sell-side morning notes.

nav-tieout

Tie LP statement NAV to underlying records.

pitch-deck

Compose pitchbook decks end to end.

portfolio-monitoring

Monitor portfolio company performance.

pptx-author

Author and edit PowerPoint files programmatically.

returns-analysis

Compute and present fund-level returns.

roll-forward

Roll balances forward across periods.

sector-overview

Build industry sector overviews.

variance-commentary

Compose period-over-period variance commentary.

weekly-summary

Compose the company-level weekly digest — what shipped, what's blocked, what needs review.

xlsx-author

Author and edit Excel files programmatically.