41/105 runs · avg score 52%
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Portfolio Strategy
Compare AI agent runs for Portfolio Strategy: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can evaluate portfolio strategy, project divestment, capital reallocation, and valuation scenarios.
Strategy consulting AIProject divestment, reallocation, valuation scenarios
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Related tasks
105 tasks that also exercise this work as part of a broader assignment.
New assessment framework and business unit / project ratings came in. Please use the updates to figure out the scores for each strategic option for the Skylink project as well as its final recommended…
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Can you look at the target Operating Mode standards and the competitor benchmark file to determine if Tesla is adhering to the capital intensity safety limit? Identify the difference between this targ…
I need to compare our results from the autonomous vehicle survey and the survey questionnaire against the attached 2025 launch targets. For these three metrics, calculate the percentage points gap bet…
Calculate the CAGRs for the ABInBev's 2025 sustainability goals, starting with the 2021 results. Some goals imply declining metrics, like water use, while others are looking to increase, such as the u…
Given our current set of CDP questionnaire responses for Horizon's portfolio companies, identify the three largest risks by potential financial impact across all entries. In cases where a minimum and …
One of BLPL's employees developed a long-term illness due to toxin exposure from cleaning up the oil that spilled in the M/V Red Room incident. The employee has sued BLPL for damages. If BLPL is liabl…
We have conducted surveys across 3 emerging markets - EM 1, EM 2, and EM 3 to establish market potential for solar systems. 1) Based on the survey-related documents for EM1, report the percentage of…
What will the year 1 revenue across EM1, EM2 and EM3 be if we launch a solar system for households at $6,000 price point? Assume the company will be able to acquire 7.5% of users who are planning to …
Let's do an analysis and find out what capacity of solar systems will be required in the Emerging Market 1 (EM 1) in the next year (in kW). We should also find out what the split of this demand will b…
The client wants to do market sizing for an autonomous ride-hailing service in Europe. Estimate the market size (in $ Mn) based on the lifetime value (LTV) and adoption rate (%) of users. - Use info…
Using Lumea's product portfolio (Q4) file, can you calculate the weighted average Q4 gross margin (%) per product category? Percentages and percentage points should be rounded to one decimal place and…
Using Lumea's product portfolio datasets (Q1 through Q4), calculate the weighted yearly profit margin (%) for the Body Care category and return only the following answers: 1. The difference, in percen…
Update the business case model with the new gross margin numbers. Flow these values for the model, and give the updated total gross profit values for EV, Hybrid, and ICE for each of the 3 scenarios: (…
Read the attached email from the EM about conducting lifecycle analysis on the SKU data and execute on the analysis in: 4. Data Hygiene / Gaps Log (Associate 2). Use values rounded to two decimal plac…
Use the financial model with the new numbers from the finance team (attached) to calculate the 5 year values for: (1) Revenue, (2) COGS, and (3) Gross Profit. Round all final numbers to two decimals (…
Pull the values for each brand's SKU share. Give them as a percentage of total SKUs, and matching the platform/application and brand name. Round percentages to two decimals. Output your results as a r…
Let's see how a 5% increase in COGS for all hybrid components affects overall gross profit results. Based on the client's request, we should recalculate the total 5-year COGS (€) and gross profit (€) …
Let's model the impact of the price war in the EV charging space. There is an 8% reduction in the ASP for 'on vehicle charging hardware' across all three scenarios. We need to recalculate the revenue …
Let's calculate how much capex is not spent due to supply chain delays and how that affects Helios' total cash position. Based on the assumption that only 80% of capex is spent during 2026-2027, the…
Let's check how a -2/+2 percentage points (pp) in annual gross margin for all component families affects Helios' total gross profit across the three scenarios. Assume base revenue stays constant, so…
Update numbers with the new projections (attached). I want the full breakdown for: DC converters and onboard chargers Driveline and axle modules Engine control units Engine core hardware Exhaust and …
You are analyzing the results from the customer survey. The survey asked what Helios' top 3 capabilities are. The initial results came back incomplete, and there are now additional responses availabl…
We have new expert input on pricing and content for two power electronics families. In the Helios Europe demand model, please (1) bump the ASP for "On vehicle charging hardware" by 15 percent and (2…
Use the Helios customer survey to calculate average NPS scores for Pureplay EVs and EV/ICE. - If the average is 2 or below, they are promoters. They are passives if they are between 2 and 3, and det…
We want to understand the most important investment areas for pureplay EV respondents. The previous file contained incomplete information, so please use the newly attached updated file. Identify the…
The client wants to see the top four customers by cumulative revenue over the last three years and the average gross profit margin for each of the top customer's product families. Only include orders …
We are making changes to the case model to highlight a downside scenario where China's embargo on critical minerals reduces the components' margins by 50% if they are used for Hybrid and/or EV. The ot…
Let's evaluate the new market intelligence we've received to figure out the RMS for competitors in each city. Tell me how many of these cities AmensaDrive operates in in 2026. Format answers to two d…
Based on our market survey knowledge regarding autonomous vehicles, compare their sentiment towards autonomous mobility. Compare two cohorts (18–34-year-olds and 45–64-year-olds) who live in North …
Hi, can you calculate the estimated size of all Frontier's business units in 2035? You might need to conduct growth forecasting to assess the overall size of the markets they operate in by 2035. Let's…
Calculate the change in the chances of success for each of the frontier business units. Use the formula 0.25 × the sum of all operational constraints. The numerical values of the operational constrain…
Can you use the AmensaMech operational data file to provide the total profit for 2025 for each country listed in it? Assume that revenue for each sector-country pair is calculated by multiplying the …
Can you use the final versions of the AmensaMech, SkyLink, SolisOne, and AmensaDrive BU Assessment Summary decks to tell me the total decision score for each business unit? For this analysis, let's a…
Can you please use the Amensa market matrix and competitor landscape file to provide the capital budget for each business unit for the year 2026, expressed in $B? - Assume a total 2026 capital budge…
Can you use the Amensa scenario model and provide the revised 2024 operating income for each project after adjusting their R&D spend for the year? Assume all the other variables remain the same. Use t…
Assuming Eurogrid goes through with the labor reallocation efforts described in the operational efficiency analysis, calculate both the % of total staff that is a manager and the average span of contr…
Run a new DCF scenario. Make the following changes to the metrics in the projection period for Solventum: - Update Sales of Product, Sales of Software, and Rentals from 2025 to 2029 to be a 2-year mov…
We are faced with a claim from one Jack Sparrow. He alleges that his fishing boat and equipment were damaged by the M/V Red Room's pollution incident and is demanding compensation from Cooper/Jeffries…
I need your help determining how much will be covered by MARINEX under our current insurance policies, between the cleanup costs incurred after the incident and Jack Sparrow's claim. Please see if Cap…
Solventum (SOLV) announced a $2.0 billion strategic expansion funded with 70% debt and 30% equity, which caused its share price to increase by 5% relative to the closing price on 11/18/2025. Using the…
Perform a value-creation analysis based on scenario 1 using the accretion dilution model to assess whether Scenario 1 creates or destroys value for 3M Shareholders. Assumptions: 1. 3M Levered Beta is…
Based on Planet Defense's climate risk data and their scoring methodology, give me the top 3 sub-regions by overall risk score and their overall risk scores. Once you've done that, calculate for each …
How much cash in EUR will adopting Rakling's strong sell recommendations generate for HP? Assume they sell the position as of October 30, 2025 at no cost. Report your final answer here in dollars and…
Can you calculate the minimum gross returns Crown and Vision would have to achieve in order to deliver net returns equal to the average fund manager in the 80th percentile or better in terms of Sharpe…
Please check how KO and MDLZ differ in expected upside once we apply the ESG and GLP-1 filters and account for each investor’s maximum allowable ESG risk level. Use the survey data and the ESG risk th…
I feel good about our current assessment of the valuation, but I’d like to do some forward-looking assessments. Can you use the historical Sector Median PE volatility data to determine which of the cu…
The client is looking to execute our rebalancing recommendations. Identify the stock with the highest Absolute Beta Reliability during the worst 10 trading days in Q3 2025, defined as the worst 10-da…
After reviewing our analysis, the client has a few more requests for us. Recall we had shown scenarios in which the company discontinues SKUs which account for 5%, 7.5%, and 10% of gross profit. We …
Based on the client’s SKU data, calculate the weighted average gross margin for each platform. Then determine the percentage price increase required for SKUs on the lowest-margin platform to raise the…
We have ten expert call summaries from 2022 plus our latest 2025 expert synthesis file, and we want to see how typical EV unit prices have moved for two key families. Can you read the call summaries…
Identify the top five technology investments from the Aptean report with the largest positive difference in percentage revenue growth between users and non-users. Include only investments that the rep…
Analyse category consumption patterns and market penetration using the Category Penetration Score methodology for PureLife’s portfolio strategy. Present the cumulative penetration score for each cate…
Determine CAGR for total points sold over the entire covered time period from the Profit and Loss Master Profitability Workbook. Apply that growth rate to average points per member from the Member Poi…
Your task is to evaluate the impact of financing constraints on Project Vanguard's take-private economics and develop a revised LBO case reflecting a capped leverage scenario using the LBO model. • T…
Management believes that the appropriate valuation of the DCF terminal value is the EV / mgmt. fees portfolio multiple of the asset managers peer set per the comparables analysis excluding JHG and AMG…
In the Accretion / Dilution Model, there is an error in the calculation of Cost of Product and Cost of Software and Rentals. Calculate the correct revised implied Enterprise Value after the divestitur…
In the Accretion / Dilution Model, assume stock-based compensation equals 3% of the sum of operating expenses and cost of goods sold, calculated using the model’s existing methodology, and added back …
In the Accretion / Dilution Model, use the capital structure and shares outstanding assumptions for Solventum (SOLV) to calculate levered free cash flow and price per share. Specifically, use the foll…
Under Scenario 1 in the Accretion / Dilution Model, 3M will use 50% debt / 50% equity. $250 million in pre-synergies were identified. Use the following assumptions in the Assumptions S1 tab of the Acc…
Compare the average tenure of Solventum's board members to the average of its peers' board members (excluding Solventum). Give their average tenure. Then, state which is larger and by how many years. …
Estimate impact to EPS of MMM divesting 1/3, 2/3 or 100% of its holdings in SOLV. Using the accretion dilution model, calculate the EPS impact of selling the different amounts of shares. Assume that …
Evaluate the sensitivity of EPS impact to synergies and cost of new debt for the acquisition of SOLV by MMM using the accretion dilution model. Create a new tab in the file, with a table to show EPS …
Assume that no transaction happens with SOLV. Now, calculate the impact of a large investment in AI for MMM shareholders as an alternative capital allocation strategy using the accretion dilution mode…
We want to do some historical analysis. Using stock prices for the 250 trading days up to Nov 19, 2025, calculate the beta for SOLVM to the XLV ETF. Then over the same time period, calculate the beta …
Present all $ output values in million, round all output values to 1 decimal place. Get the following directly from the accretion dilution model: - Enterprise Value (DCF output) - PV of Free Cash Flo…
Using the accretion dilution model, produce the deliverables outlined below. Round all the figures to whole numbers, present monetary amounts in $ mm and display percentages to two decimals places. …
Using the 3Q 2025 3M 10Q and the accretion dilution model, calculate the following deliverables. Present all values in millions ($mm), number of shares in millions (mm), and round to whole numbers. Fo…
Using the merger model and 0000066740-25-000089, please calculate: 1. The Number of Shares Repurchased. 2. The Revised Enterprise Value. 3. The Revised EV/EBITDA multiple for 3M. 4. The Revised P/E ra…
Calculate the intrinsic value per share of Solventum based on these assumptions. Use the accretion dilution model. - Lower the gross margin % to 52% for the forecast period 2026E through 2029E. - Ch…
Perform a DCF analysis for Golden Everest using the REIT model with the following parameters: - Hold EBITDA margin constant at 42% throughout the projection period - Hold Capex % of Revenue constant a…
For each year, calculate Levered FCF less Dividends Paid. Assuming a 9% discount rate, output the net present value (NPV) of Levered FCF less Dividends Paid over the projection period, rounded to a f…
Using the LBO model, I want you to tell me updated values for: (1) Implied Net Debt, (2) Sponsor Equity Value and (3) IRR for Year 5. # Assumptions -Increase the interest rate of the secured term loa…
Using the LBO model, update the analysis to reflect a go-forward plan which emphasizes an increased investment on franchisee-owned stores. Output the implied Sponsor Equity Value and IRR for Year 5. …
Calculate the sponsor equity value and IRR for FY2030, then report the sponsor equity value in US dollars, rounded to the nearest million, and report the IRR as a percentage rounded to one decimal pla…
Calculate the sponsor equity value and IRR for FY2030, then report the sponsor equity value in US dollars, rounded to the nearest million. Report the IRR to one decimal place. Reference the LBO mode…
Use Planet Fitness' latest financial model that Advent updated based on their specifications and assess Advent’s “ability to pay” to reach 25% IRR after 5 years if there are net revenue synergies betw…
The Private Equity Sponsor wants to extract cash via a "Dividend Recapitalization" at the end of 2027. Using the MFC model, you must size the Maximum Special Dividend the company can pay while remaini…
You have the MFC model. Calculate the implied sponsor equity at entry in FY2032 and report it in Canadian dollars (C$), rounded to the nearest million. Respond by printing out back to me. Reference t…
You have the MFC model. Calculate the Total Debt / EBITDA in FY2030 and report it in multiple, rounded to one decimal place. Print your answer to me here. Reference the "Refinancing (Option A +B)” ta…
Use the MFC model to return Implied Total Enterprise Value (in Canadian dollars, C$, rounded to the nearest million) under the following assumptions. 1. Refinancing + EPP - Decrease the Refinancing +…
Use the MFC model to reply to me with the updated Retained Cash and ending Long-term debt in FY2030 under the following assumptions. Report in Canadian dollars (C$), rounded to the nearest million. …
Calculate an updated implied sponsor equity at entry with FY2032 exit. Use the MFC LBO model and the assumptions below: - Reduce the TL-B leverage multiple from 3.0x LTM EBITDA while lowering the yie…
Calculate a normalized market capitalization for AES using data from the comps file and the following approach: - Calculate the volume‑weighted average price (VWAP) for AES Corporation over the 250 t…
Using Option B in the MFC model, the refinancing in conjunction with a equity private placement (preferred stock), update to upsize the preferred tranche to $1.5bn and for interest to be payment-in-ki…
Muskrat Falls Corp's (MFC) owners have decided to pursue option A (Case 1), i.e. the debt refinancing only option, and hold MFC as an investment and selling at the end of FY35. Assume the following: …
Assume that Muskrat Falls Corp's (MFC) owners have decided on an LBO process. Blackstone has decided to bid for the business via its infrastructure fund. Please calculate Blackstone's "ability to pay"…
Use the MFC model we made. MFC has chosen to proceed with a debt-only refinancing at market rates (Option A / Case 1). At the start of each year, it decides to issue new debt up to a maximum of 4.0x …
Muskrat Falls Corp (MFC) has decided on a debt-only refinancing at market rates, i.e. Option A (Case 1 of the model "toggle") in the MFC model. MFC is valued at 12x EV / NTM EBITDA. Please calculate …
Please use assumptions below for a more aggressive financial forecast, which is termed the "SuperUpside" case: - The drivers of the SuperUpside case adds to the "Upside" case the difference between t…
Please calculate the total value of a MFC privatization by the provincial government at a bid value of 11x LTM EBITDA, which composes of both the (a) upfront proceeds from the sale and (b) value of th…
The current standalone DCF valuation does not include synergies. In the valuation model, re-run the analysis to include synergies, integration, and transaction costs. In the accretion dilution model p…
Please run an upside DCF scenario for Kenvue assuming slightly better revenue growth and margins changing the following metrics: 1. Revise 2025E revenue growth rate to 2% stepping up by 0.1% per year …
I don't have a copy of our policy for Marine Pollution Legal Liability insurance, but it is identical to the draft terms we have in our files. Our insurer assured us that the 180,000 gallon crude oil …
The containment and remediation efforts for the crude oil spill were successful, and our total liability was $1.5 million, which we claimed under our insurance. 6 months after the spill, we were con…
On November 20, 2024, the M/V Red Room struck a submerged object on the bed of the Ohio River. The Incident resulted in a hull breach and the discharge of crude oil into the Ohio River. During subse…
Can you tell me the maximum total potential liability for Black Lodge Petroleum Logistics LLC under the Oil Pollution Act? Reply to me, and tell me the relevant section that applies and what it says.
Evaluate the maximum total potential liability for Star Tankers International Ltd. compared to Cooper/Jeffries Energy Corporation under the Oil Pollution Act for the incident with the M/V Red Room. D…
Review Articles 2-6 and 9-13 of the Charter Party Agreement and let me know which ones could be used to create joint liability with or shift liability to the Owner for any oil spills? Provide a yes/no…
Following the M/V Red Room incident, Cooper/Jeffries incurred $1,800,000 in cleanup costs. The company equally settled a claim in the amount of $295,000 from Captain Jack Sparrow, a fisherman whose bo…
The Owner incurred the following fees after the M/V Red Room incident: - $75,008,767 in federal response costs and natural resource damages - $4,988,044 in third party economic loss damages - $187,09…
Review the due diligence file for Summit Filing Solutions, Inc. and identify any potential deficiencies relative to its claimed status as an S-Corporation. Draft a set of indemnities, for incorporati…
MGR Real Estate Inc. ("MGR") and "AI Automation Group, LLC" ("AIAG") entered into the final lease agreement (the "Lease") on December 12, 2025 for 2020 Main Street, Irvine, CA (the "Building"). On Dec…