Investment Banking / M&A
Build the client case for why a transaction should happen now: Macro → Industry → Company → Valuation → Transaction considerations.
USER GUIDE · PRESENTATION STUDIO V2
Investment bankers, investors and founders need different evidence. Choose the decision first, then build from market context (“why now”) through company financials and valuation (“why this company or deal”).
STEP 0 · YOUR ROLE
Build the client case for why a transaction should happen now: Macro → Industry → Company → Valuation → Transaction considerations.
Structure the decision around thesis, industry, financials, valuation, scenarios, catalysts and downside.
Connect market opportunity, traction, GTM, unit economics, use of proceeds and valuation into an equity fundraising story.
QUICK START
Choose Investment Banking / M&A, Investor / IC, or Founder / Equity Fundraising. This determines the storyline and pitchbook structure.
Choose official company data or your Excel / CSV. You do not pick macro or micro separately; BankMetrics connects Macro → Industry → Company based on the target, region and sector.
Set the target, region and industry. M&A also supports a transaction objective. BankMetrics automatically attaches relevant macro and industry data.
TAM uses official industry revenue / turnover / sales. SAM and SOM use only explicit percentages and deterministic calculations; AI does not invent market size.
Review data in Macro → Industry → Financials order. Financial metrics retain workbook cell references; market data retains official source and as-of information.
For Advisory / Investment, review trading comps, WACC and DCF, then optionally generate AI narrative. Deterministic calculations remain authoritative.
Structure the buyer universe, explicit revenue / cost synergies and transaction considerations. AI does not invent buyer names or numeric synergies.
Confirm workbook mapping or official filing data, currency, scale and market context, then generate PowerPoint. M&A Advisory uses an evidence-adaptive top-down structure with a cover, core finance pages and supported conditional pages.
Confirm source tie-outs, valuation assumptions, buyer candidates, synergies, transaction-specific assumptions and AI narrative before external distribution.
INPUT GUIDE
Use clear labels such as Revenue, Gross Profit, EBITDA, Net Income, Cash, Debt or ARR.
Use period columns such as 2023A / 2024A / 2025E to make actual / forecast detection clear.
Labels such as USD million or JPY million improve automatic detection. Override them in Studio when needed.
RECIPE GUIDE
For founders, CFOs, boards and equity investors: Problem / Solution / Product, traction, market, GTM / competition, ARR / MRR, burn / runway, CAC / LTV, funding ask, pre/post-money, dilution, use of proceeds and team in a 10-slide deck.
For boutique IB, M&A and advisory workflows: Macro / Industry, historicals, normalized EBITDA / NWC, valuation, buyer universe / synergy, transaction structure, financing, tax, diligence and process timeline.
For PE, VC, asset managers and investment committees: performance, earnings quality, balance sheet, thesis, catalysts, falsification, governance, Downside / Base / Upside scenarios and IRR / MOIC only from explicitly dated cash flows.
FINANCIAL INSTITUTION WORKFLOW
The existing financial-institution Micro Data workflow now automatically adds U.S. macro and Finance & Insurance industry context before institution-level analysis.
Select a bank in Dashboard, then use Peer Builder and Valuation.
Generate the existing financial-institution AI analysis from Presentation Automation.
Choose BankMetrics Professional or Smart Brand Adapt.
Executive Summary / Market & Macro / Industry / Financial Performance / Capital / Liquidity / Intelligent Peers / DDM / P/TBV & P/E / Strategic Takeaways.
The current release does not recalculate arbitrary Excel formulas, run macros, fully parse Excel charts, provide consensus estimates, licensed market data, or licensed precedent-transaction data. Formula cells use stored values.