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Specialized Modes

Specialized for
the work of finance.

Two modes, one agent. Fast for a question, Deep for an analysis.

Dave Fast

The answer, at once.

What EBITDA did the QoE show for FY25?

EUR 15.1m, a 40.2% margin on EUR 37.6m of revenue. QoE · p. 6

Use it for
Questions, summaries, short drafts
Context
Your firm's context, from the first word
Output
An answer with its source beside it

Deep Dave

The analysis, done properly.

  1. Planned the work
  2. Read the data room · 42 files
  3. Cross-checked the CIM and the QoE
  4. Built the LBO workbook
  5. Waiting for review
Use it for
Diligence, workbooks, memos, decks
Context
Plans first, then goes through every document
Output
Finished work in your templates, ready to review

Context

It starts from your firm.

Dave does not start from a blank page. Before it answers, it loads what your firm already has: how you build a screening, which assumptions you use, what the data room says and what was agreed in the mail around it.

  1. 1
    SourcesFilings, data room, mail
  2. 2
    The dealDocuments, versions, open questions
  3. 3
    Your firmTemplates, house assumptions, past work
  4. 4
    The taskWhat you asked, in your words
DaveContext assembled

Skills

Skills for the tools
finance runs on.

Excel

Builds workbooks with live formulas, marked inputs and checks that they balance.

Documents

Reads CIMs, QoEs and contracts and ties each figure to the page it came from.

Writing

Drafts memos and sections in the firm’s own format and tone.

Decks

Puts the analysis into the firm’s deck template, ready to review.

Mail

Reads the threads around a deal and picks up what was agreed.

Files

Works in SharePoint and OneDrive, where the deal documents already live.

Checked before it reaches you.

Every workbook runs a set of checks. Differences are flagged, not smoothed over.

LBO_Project_Mirlo_v3.xlsx
  • Sources equal usesPass
  • Formulas live, nothing pasted as a valuePass
  • Units consistent, EUR mPass
  • Every input has a sourcePass
  • Revenue differs between CIM and QoEFlagged

In both modes

One agent.
The same standard.

  1. 01RequestIn plain words
  2. 02ContextFirm, deal, task
  3. 03ToolsExcel, mail, files
  4. 04Cited resultEach figure to its page
  5. 05ReviewA person approves

Show us one deal.
We'll show you Dave on it.

Request a demo