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Finance Codex plugins

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Finance plugins 3

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Investment BankingOpenAIInvestment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, ...

Publisher keywords · listing

…t-banking factset lseg s&p global pitchbook moody's third bridge daloopa quartr m&a valuation pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-capacity dashboard html-dashboard diligence-dashboard

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FinanceVersion 0.1.29
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CubeCube

Publisher description

…live Cube data from actuals, budgets, forecasts, variances, and more - Ask an AI to generate board decks, run variance analysis, or build financial summaries using your real Cube data - Drill into transaction-level detail and dimension breakdowns directly from an AI chat - Maintain full security: C…

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FinanceVersion 1.0.0
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SacraSacra Inc.

Publisher description

…nd category dynamics, sanity-check positioning, and generate crisp briefs you can drop into a memo, deck, or internal update. For analysts: turn messy questions into structured outputs (bulleted takeaways, peer lists, “what changed?” updates) grounded in your Sacra data. Available to all Sacra users…

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FinanceVersion 1.0.0
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