Automated Financial Modeling & PowerPoint: Discounted Cash Flow
Here is a video showing how Zillion's AI analyst can automate financial modeling for your investment firm. In this example we load a deal memo to our AI and ask it for a discounted cash flow model. The AI is able to read through the memo in a few seconds, identify the key variables it needs and generate a full DCF model. This AI also lets us know the process it took and any assumptions it made, so we can easily spot check the model or make any adjustments to these assumptions.
We then have our AI generate a basic PowerPoint presentation for us so from this model.
Quarterly Economic Commentary
Want to automate economic commentary for your next quarterly portfolio review in 2024. Use Zillion's AI investment analyst to take a first pass at writing your economic review. Our AI has access to economic data sources (FRED, BEA, etc.) and you can also add a portfolio (via excel) for it to anonymously review (no client names required)!
You can schedule this data to be run on a recurring basis to never miss out on important updates to the economy. Speed up your quarterly reporting process with this unique AI built specifically for investment managers.
Creating & Automating a LBO Model with AI
Zillion's AI analyst can automate financial modeling for your investment firm. In this example we load a deal memo to our AI and ask it for a LBO model. The AI is able to read through the memo in a few seconds, identify the key variables it needs and generate a full LBO model. This AI investment analyst also lets us know the process it took and any assumptions it made, so we can easily spot check the model or make any adjustments to these assumptions.
The AI is then able to update our basic PowerPoint with an image we took of the financial model. Start automating your workflows today with Zillion.
Automating Presentation Materials in PowerPoint
You don't have to wait all night for a coworker to update your presentation slides and you don't need to start your presentations from scratch. Use the Zillion AI analyst to automate PowerPoint presentations and updates, so you can focus your time and energy elsewhere.
Public Sector Analysis
Watch our AI analyst conduct research on the oil and gas sector, value three stocks in this sector and update a spreadsheet with this information. Our AI has access to public information such as stock prices and financial reports which it uses to value companies.
Free cash flow valuation
Our AI has access to financial statements and public information for companies. With this information, it can conduct free cash flow valuations and provide the estimated intrinsic value for an investment. The AI analyst also has many different ways it can generate required rates of return, WACC, and growth rates which all go into these valuation assumptions.
AI for Mean Variance Optimization
Our AI can perform mean variance optimization on a portfolio to help determine the optimal weighting. Our AI can accurately calculate stock returns, standard deviation, correlation and create an optimal portfolio based on these inputs.
AI Investment Analyst
The first version of our AI investment analyst for financial firms. This video show the AI updated a spreadsheet with portfolio exposure information, conducting mean variance optimization, and conducting a simple portfolio review on the holdings in a portfolio.