Countercyclical is your all-in-one research platform for performing extensive due diligence, building robust valuations, and running every part of your company's investment process.
Congrats on the launch @williamleiby ! The UX looks much better than having to do valuations via just Excel. When you say "valuation" is that just using multiples from public comps / precedent transactions? Or does this do a DCF as well?
This sounds intriguing! Can you elaborate on how Countercyclical streamlines the investment process? Are there specific features that support due diligence and valuation that you think are game-changers? Also, how does it compare to other platforms in terms of user experience (UX)? Would love to hear more!
@dance17219 Absolutely! Thank you for the questions - when users work in Countercyclical, they will go through what is effectively the 3 majors steps in every research lifecycle:
1) Researching (e.g. asset discovery based on investable criteria),
2) Building (e.g. financial models and valuations), and then
3) Sharing (in the form of analyst reports or investment memos)
Countercyclical supports these three steps with our robust Search functionality for quickly surfacing actionable ideas that fit an individual's or team's criteria, Investments and Valuations for the Building phase to perform deep due diligence on those assets in real-time with your team + the ability to craft models and valuations based on certain scenarios, and then finally our Memos features to complete the Sharing step, where users can take the artifacts they produce in the Researching and Building phases and incorporate them into internal investment memos that drive portfolio decisions or as an external analyst report that's part of a company's broader research focus.
No longer are research teams conducting their due diligence in isolation when they're on Countercyclical. Instead, they'll tap dance through each of these three phases without the friction of having to context-switch between their legacy research management systems, analytics and modeling applications, communication channels, and word processing tools.
By having the entire scope of a professional research team's work bundled into a single, cohesive platform, we offer features like Valuations - which allow users to spin up DCF models in a few clicks instead of a few hours/days. By leveraging the power of real-time collaboration, leaving comments on charts and tables now becomes easier than ever to surface unique perspectives thanks to Countercyclical.
Regarding your question on UX, one of the core focuses we place attention on at Countercyclical is design & craft - making products that feel as good as they work should be an ideal for builders to shoot towards. As such, going through each of the three phases mentioned above is seamless and repeatable across as many assets as a company so wishes to research.
Thanks again for your questions, I hope this answers them!
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This looks fantastic, @mbasitmehtab! Finally, all-in-one research platform is amazing. Can't wait to upvote this and try it out! 🚀
This sounds impressive! An all-in-one research platform can really streamline the investment process. Looking forward to seeing how Countercyclical can optimize due diligence and valuations for companies. Definitely a solid tool for anyone in the investment space!
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