Zero-latency solutions designed for your specific mandate.
Copeland AI (Retail/SaaS Tier)
For retail investors and sales teams doing account research.
$149
per report
- ✓ The SVA Master Methodology PDF: 12-chapter, 15-page SCQA strategic narrative document.
- ✓ Executive Summary: A concise brief summarizing the primary value leaks.
- ✓ Methodology: Driven by our proprietary Zero-Hallucination Protocol.
INSTITUTIONAL STANDARD
TomCopeland (White-Label Tier)
For Corporate Dev, PE Associates, and M&A Advisory Partners.
$5,000
per report
We are not selling a report. We are selling On-Demand M&A Associate Bandwidth. Send us the ticker (or securely upload private deal financials), and our engine will deliver a fully functional suite of assets you can immediately present to your Investment Committee.
- ✓ The White-Label Pitch Deck (.pptx): 20-slide presentation in strict MBB formatting. Unbranded—drop your own firm’s logo on the master slide.
- ✓ The Dynamic Financial Model (.xlsx): Unlocked workbook with 3-year historicals, ROIC, WACC, NOPLAT, and Capital Charge calculations. Contains live formulas and interactive Base/Bull/Bear toggles.
- ✓ The Peer Benchmark Matrix: SVA and ROIC spread comparisons against 3 direct industry competitors.
- ✓ The Strategic Narrative Memo (.docx): 15-20 page SCQA document mathematically anchored to the Excel models.
Optional Upgrades:
- Expanded Peer Benchmarking (+$100 / competitor)
- Executive Read-Outs with Senior Partner (+$500 / hour)
The “Virtual Associate” Retainer
For high-volume Deal Desks and Quant Funds.
$20,000 / monthUp to 5 Institutional ($5,000) TomCopeland teardowns per month, triggered instantly via our dedicated pipeline. Includes direct API/Webhook access for automated portfolio screening.
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