A new issue launches and you have until close to build a view. How far can your AI assistant take you? Join 9fin’s credit analyst Matthew Hughes for a practical session on building repeatable AI workflows for LevFin analysts.
Our Connector brings 9fin's proprietary data, reporting, and specialist analysis into your AI assistant. This session will show LevFin analysts how to build repeatable AI workflows to go from a new issue launch to a credit view you can stand behind, with every figure linked to its source.
Learn how to:
- Build a credit summary of LTM financials, capital structure, pro forma leverage and key covenant baskets
- Screen for the most comparable recent new issues by sector, rating, size and sponsor, comparing pricing and leverage
- Challenge EBITDA add-backs and pressure-test your credit view with downside scenarios
- Draft a credit memo covering business risk, financial risk, liquidity, covenants and relative value
- Pressure-test the investment view with follow-up prompts on downside cases, comps and key diligence questions
- Save the whole chain as a reusable skill and run it on your next deal with one prompt
- Who is this for? LevFin analysts, associates, and VPs
- Date: Tuesday 24 November
- Time: 11am ET | 4pm GMT
- Agenda: 15-minute walkthrough followed by five-minute Q&A
Register below. Can’t make it? Sign up to receive the replay in your inbox.
Also in the series: How to analyze and benchmark covenants · How to triage a watchlist
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