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Solutions

Five desks. The same rules.

Mool runs the playbooks each desk reaches for, on your brief and your files, and publishes company research you can read first. Pick your desk.

  • Investors and analysts

    Research on listed companies from their own filings, a brief each weekday on what you hold, and the playbooks an analyst reaches for after results or before an IPO.

    • After results
    • Before an IPO
    • Before a first position

  • Wealth managers and advisers

    Portfolio reviews, fund due diligence and the monthly market letter, written in language clients can follow, and on Pro delivered as files you can send.

    • The portfolio review
    • Fund due diligence
    • The market letter

  • Investment banking and corporate finance

    Buyer and target screens, company profiles and earnings-call preparation, with every figure traced to its source and the files ready to edit.

    • Who could buy, or be bought
    • The tear sheet
    • The earnings call

  • Consulting and strategy

    Top-down and bottom-up sizing, the competitive landscape including private players, sector and theme reports, and open research on any question.

    • How big, and how it works
    • The sector or theme
    • What just changed

  • Teams and firms

    Draft playbooks from your own sample documents, share them with your organisation and get files in your branding, with every colleague on their own plan.

    • Team playbooks
    • Your branding on every file
    • Analyst-hours for everyone

Not sure where you fit? Start with the next thing on your desk.

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10 days of Pro, or of Firm on a work email address to start. No card needed.