Playbooks
The next piece of research. A workflow to get it done.
23 playbooks for 9 desks. Choose the task you need to complete: company analysis, diligence, a client review or a strategy question. Each playbook carries a research method. You bring the brief and files, then refine the output in plain language.
Every playbook hands back pages or slides, with Excel, Word and PowerPoint files on request on Pro.
10 days of Pro, or of Firm on a work email address to start. No card needed.
23 workflows available
Public Markets
For investors and analystsConcall Tracker
What management said over the last four to twelve quarters and whether they delivered: guidance against outcomes, the themes that keep coming back, shifts in tone, and the questions to ask next. Built from Indian earnings call transcripts.
Explore workflowEquity Research
An investment view on one listed company: the thesis, the business and its economics, financial analysis, forecasts, valuation with scenarios, a target price, the risks and the catalysts. As a brief note or a full report.
Explore workflowEvent Impact Note
A fast take on something that just happened, such as a deal, a regulation, a management change, a rating action or a policy move: what changed, who is affected, the quantified impact, and what to do about it.
Explore workflowForensic Accounting Check
Earnings quality and governance red flags from an Indian listed company's annual reports: cash conversion, working capital, related-party transactions, contingent liabilities, auditor remarks and promoter pledges, in a red-flag scorecard.
Explore workflowIPO Note
Subscribe or avoid on an Indian IPO: the offer terms, the business, financials, valuation against listed peers, the use of proceeds, and the risks set out in the offer document. Best with the RHP attached.
Explore workflowPeer Comparison
A like-for-like comps table for a listed company and its peers: growth, margins, returns, balance sheet and valuation multiples, and whether the company's premium or discount to peers is earned.
Explore workflowResults Review
The post-results note on one listed company: the quarter against last year, last quarter, guidance and consensus where it exists, segment and margin bridges, what management said on the call, and what changes in the view.
Explore workflowSector & Theme Report
A sector or investment theme for investors: how the industry works, what drives demand, the regulation, where the economics sit along the value chain, the listed companies that benefit, and what is already priced in.
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Wealth Management
For wealth managers and advisersFund Due Diligence
Review one mutual fund or compare up to four: returns and rolling returns against benchmark and category, risk and drawdowns, portfolio and style, costs, the manager, and consistency. Indian schemes and ETFs.
Explore workflowMarket Commentary
The monthly or quarterly market letter for clients: equities, rates, currency and commodities, flows, the economy and policy, and the positioning that follows, in language clients can follow.
Explore workflowPortfolio Review
A client-ready review built from the client's own statements: look-through exposure, returns against benchmarks, costs, concentration, risk in the debt book, tax, and what should change.
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Investment Banking
For investment banking and corporate financeBuyer & Target Screen
A reasoned long list of counterparties: who could buy a company, or whom a company could buy, scored on strategic fit, capacity to pay and past deal behaviour, with a short list and the case for each.
Explore workflowCompany Profile
A tear sheet on any company, listed or private: what it does, how it makes money, financials, ownership, management and recent developments. One page or a short profile.
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Investor Relations
For investment banking and corporate financeEarnings Call Prep
For a listed company's IR team and CFO office: the questions analysts are likely to ask on the coming earnings call, drawn from past calls, peer calls and recent coverage, with suggested answers and the numbers behind them.
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Consulting
For consulting and strategyMarket Sizing & Landscape
How big a market is and how it works, for strategy and corporate teams: top-down and bottom-up sizing, segmentation, growth drivers, the competitive landscape including private players, and routes to entry.
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Multi-Purpose
Open research
Ask any research question, with or without files. Mool plans the work, researches it from market data, filings and the web, and publishes a report.
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Private Credit
For private equity, venture capital and creditCredit Underwriting Memo
The credit committee memo on a new exposure: credit metrics, a base case and a named downside, debt capacity, security and covenants with their headroom, recovery, pricing against the risk, and a clear recommendation.
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Private Equity
For private equity, venture capital and creditDeal Screen
A first look at a teaser or CIM: the business and its numbers tested against public evidence, an indicative value range and returns, the red flags, the questions for management, and a clear recommendation: pursue, pass, or pursue on conditions.
Explore workflowExit Readiness
Exit options for a portfolio company: an IPO on NSE or BSE tested against SEBI's current rules, a strategic sale, a sponsor secondary or a buyback, each valued with the fund's proceeds and returns, the readiness gaps, and the recommended route.
Explore workflowInvestment Committee Memo
The memo to approve a deal, built from the data room: the thesis, the business and its numbers, the sponsor's case against management's, entry valuation, returns in base and downside cases, the price ceiling, risks and diligence status.
Explore workflowPortfolio Company Monitor
The review pack for one portfolio company from its management accounts: the period against budget and last year, KPIs, cash and runway, covenant headroom, value-creation plan progress, the outlook, and the decisions for the board.
Explore workflowQuality of Earnings Review
Financial due diligence from the company's own records: reported to adjusted EBITDA with every adjustment evidenced, revenue quality, working capital and the peg, net debt and debt-like items, and cash conversion.
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Venture Capital
For private equity, venture capital and creditVenture Investment Memo
The partners' meeting memo on a startup: the founders, a bottom-up market, traction and unit economics, funded peers, the round's terms and dilution, and the exit it takes for the cheque to matter.
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How a playbook runs
From brief to finished research.
- 01
Brief
Pick the playbook, say what the work is about in a few lines and add your files: filings, models, decks, transcripts, statements.
- 02
Research
Mool plans the work and does it, reading your files whole and gathering what else the method calls for. Every step shows in the activity feed as it happens.
- 03
Publish
The research arrives as pages or slides, each figure sourced and dated, with Excel, Word and PowerPoint files when you asked for them.
- 04
Follow up
Ask for changes in plain words and the pages are edited in place. Ask a question and it is answered from the research itself.