pestanagonzalesm

IB Copilot - Modellling, Investment Memo, and Company Screening Co-Pilot

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Co-Pilot that creates financial models (DCFs, LBOs, etc), full investment memos, and trading comparables for finance deal screenings. Enter as little as the company name and get a full financial model in seconds. Built for private equity and investment banking professionals.

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pestanagonzalesm
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Hey Product Hunt! šŸ‘‹ I built IB Copilot after watching analysts at my firm spend 8–12 hours on initial deal screening — pulling comps, building LBO models, drafting memos — before anyone even knew if the deal was worth pursuing. The problem: the most time-consuming work happens at the stage where you have the least information and the deal is most likely to die anyway. IB Copilot solves that. You give it a CIM, a company name, or a website URL — and it runs the full pipeline automatically: web search, SEC EDGAR, real-time market data, and GPT-4o analysis. In under two minutes you get: šŸ“Š A 10-dimension PE screening scorecard šŸ“ An 11-section investment committee memo āš ļø Red flag detection with severity ratings šŸ“ˆ Trading comps with live public market multiples šŸ“ A 5-tab Excel model (LBO, DCF, 3-Statement, Transaction Comps, Valuation Summary) It's built for PE associates and IB analysts who need to screen more deals faster — not replace judgment, just eliminate the grunt work so you can focus on the calls that actually matter. Happy to answer any questions about how it works under the hood. Would love your feedback! šŸ™