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Data Gathering: Online Research · Extract from PDFs · Nordic Company Data · Aggregate FilesModel Building: Clean Data · Build Models · Develop Models · Plot to TemplatesModel Review: Error Check · Walk Through · Explain Structure · Insights · Red Flags · Questions

Data Gathering

Online Research

Search the web for market data, benchmarks, and assumptions.
Research online to find the typical purchase frequency and basket 
size of online beauty products in Germany, Switzerland and France for 
2022-25. Present the data in a new tab and add 
clickable links directly in the Excel to verify all facts.

Extract Data from PDFs & Photos

Pull tables, figures, and text from uploaded documents directly into Excel.
Extract the full 3 statements from the attached quarterly reports. 
Include full granularity on all line items and implement checks to 
verify extraction accuracy (balance sheet must balance, Net Profit 
must match sum of P&L components, etc.). Add source references in 
the cells.

Retrieve Nordic Company Data

Access Proff/Allabolag for financials and ownership of Nordic companies.
Get me the accounting data for Sol Cigar, a Norwegian entity that sells 
tobacco

Aggregate Excel Files

Combine and consolidate data from multiple uploaded Excel files.
Put the uploaded Excels into this model. Make a consolidated tab 
where you link in content from each added tab into the consolidated 
one. 

The data from each tab must be stacked vertically. Keep column 
headers at the top only (don't repeat for each file). If column 
structures don't match exactly, align common columns and document 
any mismatches.

Model Building

Clean and Categorize Data

Transform messy raw data into structured, analysis-ready format.
Clean and organize the customer data on the Customers tab.
1. Understand the structure of the data. Identify duplicates or 
   entities that likely refer to the same customer (e.g., Crunched 
   Holding AS and Crunched AS).
2. Create a unique customer list with a mapping column showing 
   how you grouped similar entities together.
3. Build a revenue summary table by reformulated customer for 
   2020-25 showing: BoP, new customers, expansion, contraction, 
   full churn, EoP.

Build Analysis and Full Models

Create DCFs, LBOs, market models, and other financial analyses from scratch.
Build a DCF based on the forecasted financials in this model. 
Extrapolate the explicit forecast (if needed) to get an 8-year 
forecast period which smoothly decays to the terminal year. Use 
perpetual growth at terminal. Add a WACC calculation with rationales
for each component (risk-free rate, equity risk premium, beta, debt 
cost) that I can tweak later. Show each net debt component 
as available in the EV-equity bridge at the end.

Further Develop Existing Models

Extend, enhance, or modify existing Excel models.
Below the debt schedule section of this LBO (ending at row 45), 
insert rows to build a credit metrics section showing net debt / 
EBITDA, net debt / (EBITDA - Capex), Interest / EBITDA and 
Interest / (EBITDA - Capex). Add similar metrics for each debt 
tranche - senior and mezz. Match the formatting style of the 
existing debt schedule section.

Plot Data into Templates

Map raw data into predefined template structures.
Populate the input sheet historical fields (B5:G20) with data from 
the Raw Data sheet. If you have to consolidate line items to match 
the input sheet, document which lines you consolidated in a dedicated 
column for me to review. For any items that cannot be matched with 
confidence, flag them separately for manual review. Make a check 
at the end to ensure you were exhaustive in the linking of all 
raw data.
Use Ctrl+L when highlighting a range to insert the cell reference directly into your prompt.

Model Review

Error Check Workbooks

Identify formula errors, broken links, logic issues, and inconsistencies.
Review sheet (A) and (B) for mistakes
Focus error checks on output sheets to save time and credits. Crunched will still verify cross-sheet links, but won’t spend resources checking raw data you’ve already validated.

Walk Through Crunched’s Analysis

Have Crunched explain its own work step by step.
Walk me through how you built this model. Go step by step. Flag 
any assumptions or calculations I should be particularly conscious 
about. If you see any mistakes you did, flag them. Do NOT edit 
anything.

Explain Model Structure

Understand how a model works, trace formulas, and document logic.
Explain how this forecast model is built up. Take me through what 
the underlying assumptions are for revenue in each segment and how 
the calculations flow through the model practically.

Aggregate Insights & Interpret Output

Summarize key findings and provide analytical commentary.
You are presenting for the CEO. Provide a script explaining the 
outcome and approach of this model in a top-down way.

Red Flag Assessment

Analyze assumptions and flag potential issues with sources.
Walk me through the model and analyze the assumptions. Make a 
comment on each assumption on whether it's aggressive, reasonable 
or conservative. Search public sources to back up your analysis 
and add clickable links for me to review. When you're done, add 
10 due diligence/discussion questions for management based on 
the analysis.

Generate Meeting Questions

Create due diligence or discussion questions based on model review.
I am considering to acquire this company. Generate 10 questions 
for management based on this financial model.