Build acquisition models and perform financial analysis to support deal decision-making.
Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
Prepare investment memos and presentations for leadership and board reviews.
Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.
Evaluate AI-generated and human-produced investment banking work against detailed criteria.
Assess financial models, valuations, and transaction materials for accuracy and professional standards.
Provide clear, evidence-based written explanations of assessments to improve AI systems.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They use technology to streamline the application process and are a small to medium-sized company focused on efficiency and data-driven recruitment.
Evaluate strategic acquisitions and investment opportunities for Cotiviti.
Conduct financial modeling, valuation, and due diligence for M&A transactions.
Collaborate with cross-functional teams and senior leaders to execute complex projects.
Cotiviti is a healthcare analytics and payment accuracy company that helps improve the business of healthcare through data-driven solutions. Their culture emphasizes collaboration, innovation, and strategic growth, with a focus on delivering value for clients and team members.
Support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities.
Prepare valuation analyses, transaction due diligence packages, and presentation materials for board meetings.
Manage diligence data room, monitor deal value realization, and identify process improvements.
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. It is a multi-billion dollar, private equity-backed firm with a strong culture emphasizing client well-being and employee satisfaction, recognized with awards for employee and client satisfaction.
Client-quality deliverables across IB workflows: valuation and operating models, pitch and teaser materials, comps and precedent analyses, and decks, built so a model can learn from them.
End-to-end deal tasks rather than one-off questions, built out in full (a full M&A or financing process is one example among many).
The same standards you'd apply to real deal work, including regulated-industry expectations.
Aptura is a team from Lazard, Partners Group and McKinsey. We work with frontier AI labs to bring real investment banking and private equity expertise into how their models reason.