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Cake EquityCake EquityRead your Cake cap table from ChatGPT: shareholders, share classes, plans and grants, convertibles and vesting.

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Cake Equity

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cake-equity

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cap table equity vesting startups safe

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FinanceVersion 1.0.0
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Equity CouncilQuiet EnginePlan-first multi-expert research that ranks long-term public-equity opportunities with sourced evidence, valuation scenarios and independ...

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Equity Council

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equity-council

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Long-Term Equity Research

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Plan-first multi-expert research that ranks long-term public-equity opportunities with sourced evidence, valuation scenarios and independent challenges.

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ProductivityVersion 1.0.2
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Institutional Equity AnalystQuiet EngineSkills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs...

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Institutional Equity Analyst

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institutional-public-equity-analyst

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Public equity research

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

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Skills-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits.

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A public-equity research workstation built on analyst manual. It enforces current primary-source research, point-in-time provenance, evidence and claim graphs, deterministic accounting and valuation calculatio…

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FinanceVersion 2.0.0
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Mergr: Private Equity & M&AMergrPrivate equity and M&A data for deal research: PE firms, portfolio companies, acquirers, investors, M&A transactions, ownership history, ...

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Mergr: Private Equity & M&A

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private equity PE firms M&A deals transactions buyers acquirers investors advisors portfolio companies ownership roll-ups middle market

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Private equity and M&A data for deal research: PE firms, portfolio companies, acquirers, investors, M&A transactions, ownership history, buyer and advisor matching, roll-ups.

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Mergr is a private equity and M&A database covering the middle market: 4,100+ active PE firms, 224,000+ companies, 223,000+ transactions, deal advisors, ownership histories and 100,000+ press releases. In ChatGPT you ca…

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FinanceVersion 1.0.2
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Public Equity InvestingOpenAIPublic equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts...

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Public Equity Investing

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public-equity-investing

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Publisher subtitle

Public equity research

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public-equity-investing factset morningstar lseg s&p global pitchbook quartr alpaca daloopa public-equity listed-equities equity-research long-only hedge-fund long-short earnings valuation catalysts investme…

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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 rese…

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Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic lis…

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FinanceVersion 0.1.31
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Distilla Investment ResearchDistilla, Inc.Financial analysis and investment research for AI agents. Query public-company financial statements, analyst consensus estimates, earning...

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Financial and equity research

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financial-analysis investment-research equity-research stock-research stock-analysis fundamental-analysis fundamental-investing financial-data earnings earnings-calls analyst-estimates valuation stock-screener finance stocks mcp

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Distilla brings financial analysis and fundamental equity research to your AI assistant. Look up public-company fundamentals (financial statement line items and ratios), analyst consensus estimates, earnings dates, earnings filings and call transcript…

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FinanceVersion 1.0.2
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Investment OS AnalysisErwan CogneeReliable public-equity underwriting with lean skill routing, evidence-backed handoffs and verified persistence.

Publisher subtitle

Institutional equity research

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investment valuation equity-research earnings portfolio cio notion supabase

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Reliable public-equity underwriting with lean skill routing, evidence-backed handoffs and verified persistence.

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A professional public-equity research operating system for evidence-based underwriting and portfolio decisions. Run Earnings Review, Business, Fair Value, Short Seller, Portfolio Fit and CIO Memo independently, including c…

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ProductivityVersion 1.3.0
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MomentumMomentumMomentum brings Polish private equity data into ChatGPT: the companies, who owns and backs them, their financials, competitors, trading p...

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Private equity data for Poland

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Momentum brings Polish private equity data into ChatGPT: the companies, who owns and backs them, their financials, competitors, trading peers multiples. Describe the companies you want in a sentence, such as "Polish software compan…

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FinanceVersion 1.0.0
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OptionsAhoyAlphaLatitude Inc.Exercise now or wait. Sell at vest or hold. Which lots to sell first. Each of these has a right answer for your specific situation, and i...

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Equity comp tax planning

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FinanceVersion 3.0.0
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PinegapPinegap incPower your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throug...

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AI-powered Equity Research

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Power your equity research with earnings previews, post-earnings recaps, management guidance, KPI tables, comp sheets, risks, read-throughs, and AI-generated thesis synthesis. Pinegap provides 40+ institutional…

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FinanceVersion 1.0.0
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ReportGem ResearchNINGPING MASearch ReportGem investment research, company filings, and meeting notes with traceable source evidence.

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Equity research with sources

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ReportGem investment bank research equity research analyst reports industry research company filings

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Education & ResearchVersion 0.1.4
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SecfiSecfiPlan and understand your stock options compensation with Secfi. Get insights on your portfolio value, exercise costs, tax and AMT exposur...

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Equity & stock option planning

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…portfolio value, exercise costs, tax and AMT exposure, and exit scenarios. All based on your actual equity data and computed using Secfi’s calculators, not approximate AI answers.

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FinanceVersion 1.1.0
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WissenWissen AI LtdCompany research, watchpoints and the Wissen Weekly, with evidence links.

Publisher subtitle

Equity research, kept current

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equity-research company-research watchpoints

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Connect ChatGPT to Wissen's equity research coverage. Leverage Wissen's fundamental research, watchpoint updates and Wissen Weekly editions to build custom workflows on ChatGPT, or start from Wissen workflows on the Wissen app.…

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ProductivityVersion 0.1.6
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Instinct MSP IntelligenceFox & Crow Inc.Research managed service providers (MSPs): company profiles, detected technology vendors, operating-maturity scores, reputation, hiring, ...

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…ently: reviews, followers, jobs, website edits, blog posts Identify ownership: independent, private-equity roll-up, corporate group, or franchise

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Data & AnalyticsVersion 1.1.2
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PE or Not?TechCrowds, LLCIs a US dentist, vet or eye doctor private-equity backed? PE or Not? gives the owner group, its PE backers and dated sources for each pra...

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Check whether a practice is private-equity backed Find out who owns or backs a dental, vet or eye care group Find practices in an area by ownership

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private equity dentist veterinarian eye doctor ownership

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Is a US dentist, vet or eye doctor private-equity backed? PE or Not? gives the owner group, its PE backers and dated sources for each practice, group or area.

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Private equity firms have bought thousands of dental offices, vet clinics and eye care practices, and most keep their old local names. PE or Not? tells you who's behind a specific business. Ask about one prac…

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OtherVersion 1.0.0
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Premiss: Backtest TradingLoraLabsBacktest trading strategies on crypto, Bitcoin, stocks and ETFs. Turn trading ideas into custom strategies, compare them with buy and hol...

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…ing average, RSI, and breakout rules Explore market data with charts Inspect trades, drawdowns, and equity curves Compare results with buy and hold Improve and rerun saved strategies Follow tested strategies as paper bots in Premiss

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FinanceVersion 0.2.5
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Tobie Total RewardsTobieCompare one to five job offers component by component from the terms you supply: salary or hourly pay, guaranteed versus conditional bonu...

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…er of stated components, not take-home pay The salary one offer needs to match another, to the cent Equity as a separate hypothetical panel, never added to cash Pay per worked hour after the paid time off and holidays you state

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…re, your health premiums, employer HSA funding, retirement match tiers with vesting, a hypothetical equity panel, pay per worked hour, and a clearly named selected components ledger. Solves the salary one offer needs to match another, recomputing a salary-linked match. Deterministic arithmetic; no s…

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…he salary one offer needs to match another to the cent (recalculating a salary-linked match), shows equity in a separate hypothetical panel that is never added to cash, and, if you ask, pay per worked hour. It is a calculator, not advice. Every figure is deterministic and exact to the cent, comes wi…

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FinanceVersion 1.0.0
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Bigdata.comRavenPackBigdata.com brings cited market data, news, filings, transcripts, fundamentals, sentiment, and financial research into ChatGPT.

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financial research stock research equity research investment research company research market intelligence financial news stock news market news premium news SEC filings 10-K 10-Q earnings transcripts earnings call transcripts analyst…

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FinanceVersion 10.0.2
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Capable Cap TableCirco, Inc.Capable Cap Table in ChatGPT: fully diluted ownership, stock options and vesting, SAFEs and convertible notes, 409A valuations, round dil...

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

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…able Cap Table connects ChatGPT to your startup's cap table in Capable, the AI-native cap table and equity management platform. Ask about ownership, equity and fundraising in plain language, and draft changes for an admin to approve. Founders, finance, legal and HR admins can: - See who owns what on…

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FinanceVersion 1.0.1
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Centry Founder PlannerRUPERT WILLIAM BARKSFIELDOrganise an exit, international company connections or mobile-worker equity records. Calculate founder cash scenarios, separate incorpora...

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selling my business business exit net sale proceeds UK company Portugal stock options moving rsus equity compensation staff in india company management company incorporation founder

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Organise an exit, international company connections or mobile-worker equity records. Calculate founder cash scenarios, separate incorporation from management and work locations, and prepare sourced specialist briefs without guessing tax treatment. Tax reserves are user…

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FinanceVersion 1.0.0
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ClarifoClarifoResearch US and Nordic listed companies from their public filings and reported financial data, with a source citation for every figure.

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finance sec filings 10-k financial statements equity research

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FinanceVersion 1.2.1
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OloLand DDOloland.ai IncDue-diligence workflows using OloLand's connected deterministic engines, risk analysis, workbooks, and evidence controls. Run available d...

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finance private-equity due-diligence m-and-a valuation lbo dcf risk-analysis forensic-qoe

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ProductivityVersion 1.26.7
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Revelata deepKPIRevelata, Inc.Equity research and fundamental analysis skills powered by Revelata deepKPI.

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equity research investing financial data Excel models financial analysis financial modeling financial statements sec kpi fundamentals filings

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Equity research and fundamental analysis skills powered by Revelata deepKPI.

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Agent skills for fundamental equity research and analysis of US public companies. Includes KPI lookup and retrieval, SEC filing retrieval, company tearsheets, automatic operating models, seasonality analysis, implied metrics, ben…

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FinanceVersion 1.1.0
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ShareSignShareSignE-signatures, virtual data rooms, due diligence, cap tables and source-linked business-work reviews with deliberate human confirmation.

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…a rooms virtual data rooms due diligence fundraising founders advisers dataroom cap tables captable equity management deal management signature escrow closings fund onboarding cohort onboarding client onboarding investor onboarding capitalization table capitalisation table esignatures

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ProductivityVersion 0.1.7
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stockinsights.ai - Indiastockinsights.aistockinsights.ai India equity research plugin with MCP access to Indian company screening, filings, financial statements, shareholding, a...

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stockinsights equity-research india indian-stocks filings announcements financial-data mcp

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stockinsights.ai India equity research plugin with MCP access to Indian company screening, filings, financial statements, shareholding, announcements, and results dates.

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FinanceVersion 0.1.0
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Adviser AgentC8 Index Technologies (EU) Limited

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…and model portfolios by return, risk and C8's ranking, over one, three or five years, or through an equity factor lens. - See performance and risk for any product: total and annualised return, volatility and maximum drawdown, from year-to-date to ten years, with the date the data runs to. - Get C8's…

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FinanceVersion 1.0.3
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AnalyzeraAnalyzera AB

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…amentals, or ask for a short summary of any of them. Build your own strategies from a conversation: equity strategies screened by region, sector, industry, theme, ESG and factor tilts such as valuation, momentum and profitability, or multi-asset allocations with a risk level and weight caps. Screen…

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FinanceVersion 1.0.0
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bedrijfscijfersbedrijfscijfers

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…very Belgian company files with the National Bank of Belgium (NBB): turnover, gross margin, profit, equity, debts, cash and employees, up to fifteen years back. It adds a health score with the ratios behind it, publications in the Belgisch Staatsblad (appointments, capital changes, address moves, di…

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FinanceVersion 1.0.0
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CB InsightsCB Insights

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…redictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding edge technology research to identify and analyze relevant, high-potential companies ahead of your com…

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FinanceVersion 6.0.0
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Company Registry APICoragrid

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…d source-linked company information from official registers directly in ChatGPT. Use it for private equity, market mapping, M&A and company research. Extendable for researching customers, suppliers and business partners.

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Business & OperationsVersion 1.0.0
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CorridomeCorridome LLC

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…on, finance and arrange private-company deals: investment advisers, broker-dealers and the private-equity firms behind them. It is compiled from public filings (SEC Form ADV, 8-K exhibits, Form D) and firms' own websites, and every fact names the document it comes from. With the Corridome plugin, C…

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FinanceVersion 1.0.0
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Dados B3Lemon Tech (Dados B3)

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…the filing became public, so there is no look-ahead. What you can ask: - Dividends and interest on equity per share for any listed ticker, with a yearly summary and the trailing 12-month dividend yield. - Performance of a stock or of a B3 index over any period: price return, total return with divid…

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FinanceVersion 1.0.2
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DB Investing AIDB Investing

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For DB Investing clients with linked MT5 accounts. Connect with OAuth to list accounts, read equity and margin, fetch live quotes, and review open positions. You can prepare market orders in an inline confirmation card. An order reaches MT5 only after you explicitly confirm it in chat. Close…

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FinanceVersion 1.0.4
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F2 ToolDamian Plamenov Yordanov

Publisher description

…ast to 100. Then test a decision against your plan: a home (the mortgage, the rent it replaces, the equity it builds), a car, spending more or less (once, every month or every year), or a new salary path. You get the plan with the change and without it, and a chart of both in the chat. If you keep a…

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FinanceVersion 1.0.1
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FinaryFinary

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…goals. Our platform brings all your money together in one place: bank and savings accounts, French equity savings plans, brokerage accounts, employee savings plans, retirement savings, crypto, real estate, alternative assets, loans and mortgages. You can connect more than 20,000 financial instituti…

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FinanceVersion 1.1.7
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Fintent.aiFintent Inc

Publisher description

…tivity, capital raising, or financial distress with Fintent’s predictive signals. Built for private equity, investment banking, and deal sourcing teams, Fintent brings company scores, historical trends, and deal-maker research activity into your conversations. With Fintent, you can: • Check M&A, Cap…

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FinanceVersion 1.0.0
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