Back

Benchmark a target vs peers for valuation accuracy

Benchmark a target vs peers for valuation accuracy

Your first prompt to AI

Your first prompt to AI

"Extract key financials and growth drivers from the attached IM, compare to past IMs in similar industries, and summarize the target's ranking on growth, profitability, scalability, and risks with benchmark list."

"Extract key financials and growth drivers from the attached IM, compare to past IMs in similar industries, and summarize the target's ranking on growth, profitability, scalability, and risks with benchmark list."

Enhanced AI workflow

Upload or connect (via One Drive / Sharepoint) target financials and define peer group
AI pulls market comps and industry KPIs (e.g. from gain.pro)
Compare valuation metrics, growth rates, and margins
Highlight deviations and risk areas
Output peer benchmark sheet and valuation snapshot (Excel reports)

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Improved quality

Improved quality

Ensured accuracy

Ensured accuracy

Standardized output

Standardized output

Applied in

Applied in

Valuation analysis

Valuation analysis

Requesting departments

Requesting departments

Investment, Finance

Investment, Finance

Beneficiaries

Beneficiaries

Valuation Analyst, Investment Associate

Valuation Analyst, Investment Associate

Explore more tasks to be streamlined with AI

‹ Previous

‹ Previous

Screen targets annual accounts to identify financial health, growth potential, and strategic fit

Screen targets annual accounts to identify financial health, growth potential, and strategic fit

Next ›

Next ›

Consolidate entity reports to detect risks, outliers, and performance shifts

Consolidate entity reports to detect risks, outliers, and performance shifts