08 · THE WEDGE

Start where accuracy is the product: investment analysts.

Why them first

  • Every number must tie to a source
  • The firm’s template is mandatory
  • Deal data is confidential
  • Work lives in Word, Excel and PowerPoint

Already shipping for them

  • IC memo, CIM summary, comps
  • Earnings review, LBO outline
  • Grid analysis over a data room
  • Meeting notes from call recordings

Then expand to

  • Consulting and strategy
  • Corporate finance and FP&A
  • Legal and diligence teams
  • Research and policy

WREXLYN WORKSPACE · 14