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Interview prep kits

Finance Interview Prep — Questions, Frameworks & Answers

A comprehensive interview prep kit for finance roles: IB analyst, equity research associate, corporate finance, and Big 4 transaction advisory. Covers 120 technical questions (accounting, valuation, M&A, LBO), 30 behavioural questions, and 10 stock pitch frameworks with model answers and self-evaluation rubrics.

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Excel financial models

Finance Project Templates ( Client Deliverables Pack)

Five professional finance project templates for consulting, investment banking and corporate finance: LBO template: a five-year buyout model with three debt tranches, a cash sweep, IRR and MOIC. Equity research report: a broker-style report template with a BUY/HOLD/SELL rating and target price. Full financial model: linked income statement, balance sheet and cash flow, with a DCF and peer valuation. Real-company LBO (VIP Industries): a take-private model with four debt tranches and a three-case turnaround. M&A merger model: purchase price allocation, goodwill, synergies and EPS accretion/dilution. Each template uses live formulas and comes with a beginner-friendly PDF guide.

AI prompt packs

Prompts Library — Finance Edition (200+ Prompts)

200+ battle-tested prompts organised by finance sub-discipline: valuation, credit analysis, portfolio management, M&A due diligence, and financial communications. Each prompt includes context, example output, and a remix guide so you can adapt it to your exact use case instantly.

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AI prompt packs

AI Agent Workflows for Finance Professionals

Step-by-step AI agent workflow guides for five high-value finance use cases: financial modelling co-pilot, earnings call summariser, sector screener builder, credit memo drafter, and pitch book assembler. Each workflow maps the input → prompt chain → output with tool recommendations (ChatGPT, Claude, Perplexity, Sheets AI).

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Equity research report templates

Equity Research Report Template

A publication-ready equity research report template structured around the CFA / SEBI analyst report format. Covers company overview, investment thesis, financial model summary, peer comparison, risk factors, and 12-month price target build. Includes a 10-page written template and a supporting Excel model.

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Excel financial models

Financial Modelling Templates — Core Bundle

Three ready-to-use financial modelling templates tailored for Indian markets: DCF valuation, LBO model, and a Comps trading comparables sheet. Each template ships with hard-coded sample company data (FMCG, Pharma, Infrastructure) and step-by-step formula notes. Perfect for interview prep and on-the-job client work.

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Sector study frameworks

HR Database Template — Finance Sector

A structured HR database built for finance teams. Covers employee records, compensation bands, performance ratings, and headcount planning. Includes five editable sheets: Headcount, Comp Bands, Org Chart, Attrition Tracker, and Hiring Pipeline. Pre-filled with sample data across Equity Research, IB, Corporate Finance, and Risk verticals.

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