Genesis Workspace

User interface

Tools and AI workflows for Genesis deal work

Use this workspace for valuation models, transaction comparables, benchmark analysis, timesheets, IDP support, and FastModel workflows. Technical administration is intentionally separated into the admin platform on port 5173.

Start here

Primary solutions

Solution library

Applications and workflows

Each item includes launch actions, inputs, outputs, review checks, and usage instructions.

AI work

Assistant list and usage rules

Add the final ChatGPT assistant links in this list when they are ready.

How to work with AI

Start with a clear target company, business question, geography, period, and required output.
Give structured inputs when possible: workbooks, source rows, sector tags, filters, and templates.
Ask the assistant to separate facts, assumptions, and open DD questions.
Treat AI output as draft analysis until reviewed by the deal team.
Verify calculations, source rows, valuation multiples, formulas, and exported files before use.

Data discipline

Do not upload confidential deal data to unapproved external systems.
Keep source materials and outputs in approved Genesis folders.
Mark weak, stale, or directional evidence explicitly.
Use external sources only when the workflow requires independent validation.
Keep prompt/output history concise enough to audit later.

Instructions

Workflow playbooks

Step-by-step guidance for current Genesis solutions and AI-assisted processes.

Admin workflow

Timesheet

Open full page