AI Financial AnalystsQuality work. More deals.
Hire an analyst specialized for the work you need, that delivers it to a standard you'd put your name on.
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How Jarmin Works For You
Operates like a
full-time analystWorks alongside your deal team, takes the volume off their desks, improves with their feedback, and keeps your bankers up to speed along the way.
Ramp-up in days,
knows how you workLearns your model templates, your house style, your data-room conventions, and what your team expects from a strong analyst hire.
Works inside
your systemsConnects to Excel, PowerPoint, your data providers, and the data room the deal actually runs in.
Visible to your
whole teamSends status updates, takes feedback from anyone on the deal, and flags anything that needs a credentialed call back to your people.
What your AI analyst handles
Give your AI employee its responsibilities. These are some of the ways teams put it to work, not the limit of what it can do. Book a call for support onboarding your AI employee.
Spreading and normalization
Pulls financials from your source files into your model, normalized and tied out, so the analysis starts from clean numbers.
- Line items mapped from statements, tax returns, and PDFs into your standard template
- Normalized for non-recurring items and owner add-backs, periods calendarized for comparability
- Cash versus accrual and currency reconciled before anything feeds the model
- Footed, cross-footed, and tied out, with every figure traced back to its source
Comps and the model
Builds and refreshes the comps and the operating model, so the numbers are current the day before the pitch.
- Trading and transaction comps assembled and refreshed as filings print, on an LTM and NTM basis
- Scrubbed for non-recurring items, with the set shown as min, 25th, median, mean, 75th, and max
- DCF built out with unlevered free cash flow, terminal value, and the mid-year convention
- Merger model, accretion and dilution, sources and uses, and the returns, for your assumptions
Quality of earnings and checks
Builds the earnings bridge and runs the checks that catch a break before it reaches a client or a board.
- The EBITDA bridge from reported to adjusted, with the add-backs and run-rate adjustments laid out
- A proof of cash that reconciles bank deposits to reported revenue
- Net working capital normalized, with debt-like items and customer concentration flagged
- Tie-outs across the statements, the tax return, and the bank records, with conflicts surfaced
Valuation and purchase price allocation
Builds out the valuation work, ready for your appraiser to set the assumptions and sign the conclusion of value.
- Income, market, and cost approaches built out, with the levels-of-value support drafted
- The customer-relationship MEEM with its contributory asset charges and the lifing analysis
- Relief-from-royalty and with-and-without models for trade names and non-competes
- The WARA reconciliation tied to the WACC and the IRR, and re-run when they diverge
Deliverable prep
Drafts and formats the pitch book, the CIM, and the report from your templates, ready to put in front of a client.
- Decks and memos populated from the model, with the football field built
- Exhibits and tables reconciled to the model so the numbers agree everywhere they appear
- Formatted to your house style, with punctuation, footnotes, and dates checked line by line
The work around the model
Keeps the request list current, the status updates out, and the engagement letters ready to send.
- Diligence request lists tracked, with what is missing flagged and chased
- Engagement letters and client status updates written and ready to send
- Market updates and long reading summarized down to what matters
Reviewable work, not a black box
Every number ties to a source
Work comes back with the support attached, footed and tied out, with each figure traced to the statement, the filing, or the source file it came from. You confirm it against the sources in minutes instead of rebuilding it from scratch.
Consistent against your standards
It works to your model templates, your house style, and your conventions the same way every time, so what comes back holds up on review. The slips that come from a tired hand at 2 a.m. are not in the work.
Your data stays inside your walls
Runs against your deals in your environment. Your documents and work product are never used to train shared models, with no third-party retention and no cross-customer training.
It supports the analyst, it does not sign
It does the spreading, the modeling, the checks, and the deck the way an analyst on your team does. The judgment calls, the assumptions, the conclusion of value, and the signature stay with your credentialed people.