FREE PRACTICAL WORKFLOW / FICTIONAL CASE
Would you send this number to your VP?
Before you rely on AI-assisted analysis, make the assumptions, calculations and evidence traceable. Try the example below.
THE FIRST DRAFT
An equity bridge worth checking.
£580m
Unchecked AI equity value. No complete audit trail has been supplied.
What would you check before using it?
- Do debt and cash have the correct sign in the EV-to-equity bridge?
- Does the model reconcile to primary statements and the same reporting date?
- Which important adjustments or exclusions have been omitted?
01 / DEFINE THE QUESTION
Start with the decision.
State the audience, the deliverable and what the analysis must prove.
02 / BOUND THE INPUTS
Use authorised evidence.
Collect source documents and record definitions, dates, units and exclusions.
03 / CHECK THE RESULT
Recalculate independently.
Trace each material assertion to a source and document unresolved issues.
A prompt worth adapting
M&A
Validate enterprise value, debt, cash, financing adjustments and the reporting date.
ECM
Verify peer-set relevance, metric definitions, equity values and issue assumptions.
DCM
Reconcile maturity dates, spreads, currency, security and instrument ranking.
FROM FREE PRACTICE TO REPEATABLE SKILL
You've checked one example. Learn to do this on your own work.
The free exercise shows the method. Membership includes 12 specialist consulting and investment banking workflows, seven task-based guides, verification checklists and saved methods so you can practise on your own non-confidential, employer-approved work.
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