Finance Codex plugins

Package name

codon-valuation

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…le and financial inputs Estimate a UK EMI ordinary share value, with AMV and UMV context Show the valuation method, assumptions and share class allocation behind each estimate Explain the documents and process for a formal 409A or EMI valuation

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409A EMI valuation cap table share options startup

Publisher

Codon Valuation Advisors LLC

Publisher description

…nies, calculated from cap table and financial inputs, plus the documents and process for a formal valuation.

Publisher full description

Codon Valuation estimates the value of a private company's common stock (US) or ordinary shares (UK) before a formal valuation. Give it the company's cap table and finances, such as share counts by class, the…

Publisher subtitle

UK House and Flat Valuation

Publisher description

…homes for sale, take payments, book viewings, file EPC paperwork, or replace a formal surveyor's valuation or mortgage decision. For major financial choices, use the report as a starting point and speak to a qualified professional where you need one.

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Valuation & Portfolio Research

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investment-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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Investment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, and deal execution.

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…banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.

Publisher description

…for seamless global use. Ideal for property owners and investors seeking data-driven insights to evaluate vacation rental opportunities. Explore more at https://keybid.eu/keybid-puls.

Publisher full description

…ntribution, the same by asset class, the gap to your risk budgets, drawdown and concentration. - Evaluate performance over a period, or run a walk-forward backtest in which the portfolio is rebuilt at each date from the data available on that date only. Every figure states its source - C8's validate…

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acoes analise-fundamentalista valuation cvm itr dfp

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Fluxo estruturado de pesquisa fundamentalista, forense e de valuation para companhias listadas, com documentos regulatórios, resultados, pares, cenários e fontes rastreáveis.

Publisher full description

Pesquise companhias listadas com um fluxo estruturado de análise fundamentalista, forense e de valuation. O plugin usa documentos regulatórios, como ITR e DFP da CVM, demonstrações financeiras, teleconferências, dados de mercado e pares comparáveis para examinar modelo de negócios, desempenho, ri…

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cap table equity management stock options vesting SAFE convertible notes 409A valuation fully diluted dilution exit waterfall startups

Publisher description

…in ChatGPT: fully diluted ownership, stock options and vesting, SAFEs and convertible notes, 409A valuations, round dilution and exit waterfalls, with changes drafted for an admin to approve.

Publisher full description

…ble notes. - Check vesting schedules, cliffs and the next vesting dates. - Check the current 409A valuation, its fair market value per share and when it expires. - Model a priced round (Seed, Series A and later), including SAFE and note conversion and an option pool top-up, and see the dilution for…

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california property-tax property-valuation assessment-appeal appeal-evidence comparable-sales

Publisher description

…th language selection, a preparation-first process map, and one simple question at a time through valuation, evidence, and filing.

Publisher full description

…t the plugin can find, and what they will receive. Then guide them one question at a time through valuation, deadlines, evidence, comparable sales, filing, hearing preparation, and possible outcomes while preserving official English names and form labels.

Publisher full description

…comparisons - Cited excerpts from filing text, down to the page - Segments, geography, screening, valuation, ownership and insider activity - Accounting and reporting-standards questions (IFRS, US GAAP) with citations - Charts, visual cards and the Clarifo panel: your portfolios, your documents and…

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…ndamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

Publisher description

…nalyst consensus estimates, earnings calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

Publisher full description

…nsensus estimates, earnings dates, earnings filings and call transcripts, daily stock prices, and valuation multiples such as P/E and EV/EBITDA. See explanations for significant stock price moves, compare competitive peers by sector and product category, and run qualitative stock screens on business…

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…ment feasibility development appraisal pro forma investment underwriting discounted cash flow DCF valuation property cash flow scenario analysis

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…estate financial modelling for development feasibility, appraisal, acquisition underwriting, DCF valuation and scenario analysis with the Feasly Calculation Engine.

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…a development opportunity, work through an investment case or understand the assumptions behind a valuation. Ask a question, test a change and see what it means for cash flow, funding and returns. Built for developers, investors, valuers and asset owners working on development feasibility, appraisal…

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equity-research public-companies financial-analysis valuation financial-modeling accounting investment-research forensics risk

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…ource research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculations, dependency gates, independent red teams, management prediction scoring, forecast-error attribution, evidence freshness, research-confidence scoring, EVoI prioritization, 36 secto…

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finance market-data analytics valuation foreign-exchange trading

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Access LSEG market data, analytics and valuation capabilities, foreign exchange market coverage, and LSE24 Exchange order workflows through natural language.

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…LSEG connector provides real-time access to LSEG's institutional-grade market data, analytics and valuation capabilities, spanning across asset classes and domains, together with foreign exchange market coverage and order placement on LSE24 Exchange. It enables users to analyse instruments, perform…

Publisher description

Sourced, dated prop firm rules and evaluation fees from Pipster Research, with position-size and drawdown-recovery calculators, over one read-only MCP server.

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Prop Trading Intelligence answers questions about prop trading firms' evaluation rules from a hand-checked dataset. Every rule value comes with a quote from the firm's own website, a link to that page and the date it was verified there. Use it to: - see which firms and pro…

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sell my business exit planning business valuation succession small business

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…s thinking about selling a small business: whether selling is right and what kind of exit fits, a valuation range derived from what the cash flow can finance, sale readiness, which kinds of buyer fit, what only the owner holds, an anonymised profile, a check on a broker's terms, and preparation for…

Publisher full description

…n't tell, with what each pays for and asks of you. Kinds of buyer, never named firms. Preparing • Valuation range works out the price your earnings can finance at a lender's required debt cover and shows every assumption. It quotes no market multiples, and asks for the borrowing terms rather than as…

Publisher full description

…- Revise a report's comps with a different search radius, square footage range, property type or valuation method - List and open your saved comp reports - View photos of the subject property or any of its comps - Estimate repair costs by category from a description of the subject property's condit…

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Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos.

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Search German property listings to buy or rent with Somantic's valuation, and estimate what any German address is worth.

Publisher full description

…facts that matter – price, size, rooms, year built, energy class, features – plus Somantic's own valuation: what the property should cost based on comparable offers nearby, and how far the asking price is above or below it. What you can do: • Search listings by city or postcode, with filters for pr…

Publisher full description

Chronograph GP provides portfolio monitoring, valuations, and analytics for private capital General Partner users. Query trusted portfolio data, analyze investments, surface company-level metrics, and access private markets portfolio data using nat…