Description

Endex is revolutionizing how analysts build financial models through agentic AI built specifically for investment banking workflows.

Learning Objectives

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1. Three-statement model automation: Build integrated I/S, B/S, and C/F statements faster with AI-guided formula logic.
2. Formula auditing and error detection: Identify circular references, broken links, and inconsistencies instantly.
3. Precedent transaction analysis: Pull and structure deal data from filings with in-line citations.
4. DCF model acceleration: Automate WACC calculations, terminal value builds, and sensitivity tables.
5. LBO model construction: Generate sources & uses, debt schedules, and returns analyse.
6. Model documentation: Auto-generate assumption logs and model commentary.
7. Quality control workflows: AI-powered cross-checks against - Bloomberg/FactSet data.