Turn M&A documents into a deal summary sheet

Ingests CIMs, SEC filings, and offering memos, extracts the financials and key metrics, and exports a normalized Excel workbook ready for an investment committee review.

Best for: Analysts and investors who spend days pulling numbers from different document formats into one workbook.

Finance / reporting-dashboardsatomicfor-foundersexecutionfrom-file

Source

Creator's repository · anthropics/financial-services

View on GitHub

License: Apache-2.0