Finance Research Analyst for Boutique M&A Agencies
Finance Research Analyst for Boutique M&A Agencies This workflow acts as a junior finance research analyst for a UK boutique M&A or corporate finance team. It listens for Slack messages, classifies the request, gathers company or market data, and produces structured outputs in Google Docs, Google Slides, Google Sheets, and PostgreSQL. It supports three user intents: Research this company X Prepare pitch materials for X Industry briefing on vertical X The workflow is designed for internal team use. It is not intended to send client-facing materials automatically without human review. Why This Template This template shows how a junior research analyst LIVE job and some of the key responsibilities might be automated with help of AI. 120+ junior analyst roles are live in London right now. This template does most of what they do. What This Template Does 1. Company Research When a user asks to research a company, the workflow: searches Companies House for the best UK entity match retrieves company profile, officers, and filing history gathers company and website context using Firecrawl retrieves public market quote data from Alpha Vantage when a ticker is available asks an LLM to synthesize the research into a structured company profile creates a Google Doc with the company profile upserts the company into PostgreSQL stores the generated research as reusable memory updates the client database in Google Sheets replies in the original Slack thread with the output link 2. Pitch Materials When a user asks to prepare pitch materials, the workflow: loads the stored company record from PostgreSQL pulls the most recent stored research memory asks an LLM to produce compact slide-ready bullet content copies a Google Slides pitch template replaces the template placeholders with generated content creates a Google Doc press release draft updates the pitch deck URL in PostgreSQL updates the client database in Google Sheets replies in the original Slack thread with the deck and document links 3. Industry Briefing When a user asks for a sector briefing, the workflow: gathers sector web and news context using Firecrawl retrieves ONS macro M&A context asks an LLM to generate a concise one-page industry briefing creates a Google Doc with the briefing replies in the original Slack thread with the document link Who This Is For This template is built for: boutique M&A advisory firms corporate finance teams fundraising advisors internal research analysts supporting pitch and origination work It is optimized for UK company research because it relies on Companies House as the authoritative company registry. Prerequisites Before using this template, you need: an n8n instance a Slack app configured for message triggers and posting replies a Google account with Drive, Docs, Slides, and Sheets access (Free) a PostgreSQL database (Free self hosted or use supabase) an OpenRouter credential for the LLM calls (Models used= haiku4.5, Sonnet 4.5) a Companies House API key configured as Basic Auth (Free) a Firecrawl API key configured as HTTP Header Auth (Free) API key for Alpha Vantage (free) fixed ONS URL for macro M&A context Required n8n Credentials Create or connect the following credentials in n8n before testing: Slack Trigger credential for incoming Slack events Slack credential for posting replies OpenRouter API Companies House Basic Auth Firecrawl Header Auth Google Drive OAuth2 Google Docs OAuth2 Google Slides OAuth2 Google Sheets OAuth2 Postgres Required External Assets 1. Google Drive Root Folder The workflow creates subfolders under a given root folder: research outputs pitch outputs briefing outputs Current root folder used in the workflow: Modify this to your own folder: https://drive.google.com/drive/u/0/folders/1GH-YouAAImKugZ11IbqA6Ouw8B9U17-I 2. Google Sheets Client Database The workflow writes to this spreadsheet: Modify this to your own google sheet: https://docs.google.com/spreadsheets/d/1yJ-UKOEUqIruCv-IBA33oN4taQTB1TA8M4a6D2iSiOU/edit?gid=0#gid=0 Required sheet name: Sheet1 Required columns: company_name sector companies_house_number market_cap last_researched profile_doc_url pitch_deck_url Best practice: make companies_house_number unique if possible keep column names exactly as shown above 3. Google Slides Pitch Template The workflow copies this Slides template: 1zQv_cbafHzd4JNsr711Rm0558O6W_S1SODc-u6tVS0k Required placeholders in text boxes: {company_name} {sector} {profile_summary} {financials} {opportunity_summary} {comps_note} Input Examples Use messages like these in Slack: Research Monzo, fintech Prepare pitch for Wise Industry briefing UK fintech Outputs Research Intent Outputs: Google Doc company profile PostgreSQL company record update PostgreSQL research memory insert Google Sheets client DB update Slack thread reply with doc link Pitch Intent Outputs: copied and populated Google Slides deck Google Doc press release draft PostgreSQL pitch deck URL update Google Sheets client DB update Slack thread reply with deck and doc links Brief Intent Outputs: Google Doc industry briefing Slack thread reply with doc link Database Expectations This template expects PostgreSQL tables to exist for: company records research memory At minimum, your database must support the queries used by the workflow for: upserting company records loading a company record by company_name storing research memory retrieving the latest research memory for pitch generation updating pitch_deck_url Limitations UK company research is strongest because the workflow depends on Companies House. private companies will not have public market quote data public-company quote data comes from Alpha Vantage GLOBAL_QUOTE, which is not a true market-cap endpoint the workflow does not create dynamic charts in Google Slides. the workflow does not replace human judgment on valuation, comps, or client-facing strategy. An n8n automation workflow template by Pankstr.
Pankstr
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