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Restate research capital before growth modelling
Carry an explicit research cohort adjustment consistently into operating reinvestment and terminal assumptions.
Restate research capital before growth modelling is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
A linked analyst research-asset and growth-consistency workbook alongside reported accounts. Public-market financial modelling. The governing file preserves the component methods, input coverage and acceptance checks through each handoff.
You give it
- R&D cohorts, accounting treatment, economic life evidence, invested capital, NOPAT/cash taxes, reinvestment and forecast assumptions.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- A linked analyst research-asset and growth-consistency workbook alongside reported accounts.
- Original step files, financial assumptions, source coverage and a governing handoff summary.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need a linked analyst research-asset and growth-consistency workbook alongside reported accounts.
- You work on public-market financial modelling and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
Steps
- Research spend cohort adjustment: Build an analyst research asset and amortization schedule from dated R&D expense cohorts.
- Reinvestment-supported growth schedule: Connect operating growth assumptions to actual reinvestment and incremental capital returns.
- Terminal growth reinvestment check: Expose the reinvestment required by a stable-growth terminal-value assumption.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.