What Clay Can Do
Capabilities
Clay's 14 specialist desks are organized across six domains of financial work. Each capability produces structured, sourced, professional-grade deliverables.
🔍Research & Analysis
Deep-dive research with sourced analysis and structured deliverables.
Company Deep-Dives
Comprehensive company analysis covering business model, competitive position, financials, and key risks.
Sector Screening
Systematic sector analysis identifying market dynamics, key players, and emerging trends.
Competitive Intelligence
Structured competitive landscape analysis with market share, positioning, and strategic comparison.
Investment Memos
Thesis-driven investment memos with sourced analysis, risk framework, and recommendation.
📊Valuation & Modeling
Structured financial models with cited assumptions and scenario analysis.
DCF Analysis
Discounted cash flow models with detailed assumptions, sensitivity tables, and scenario outputs.
LBO Models
Leveraged buyout analysis with debt structuring, returns waterfall, and exit scenario modeling.
Comparable Analysis
Trading and transaction comps with selection methodology and valuation range synthesis.
Scenario Modeling
Bear/base/bull frameworks with probability-weighted outcomes and key driver sensitivity.
📋Accounting & FP&A
Financial statement analysis, budgeting, and performance tracking.
Financial Statement Analysis
Detailed analysis of income statements, balance sheets, and cash flow with trend identification.
KPI Dashboards
Automated tracking of key performance indicators with variance analysis and trend reporting.
Budget Modeling
Bottom-up budget construction with departmental allocation and variance forecasting.
Variance Analysis
Actual vs. budget deep-dives with root cause identification and corrective recommendations.
⚖️Wealth & Risk Management
Portfolio analytics, risk assessment, and allocation optimization.
Portfolio Analytics
Holdings analysis with sector exposure, concentration risk, and performance attribution.
Risk Assessment
Systematic risk identification and quantification across market, credit, and operational dimensions.
Allocation Optimization
Strategic and tactical allocation analysis with rebalancing recommendations.
🤝Deal Execution
Transaction support from screening through execution.
Deal Screening
Systematic opportunity screening with criteria-based filtering and preliminary analysis.
IC Memo Support
Investment committee materials with thesis, risk analysis, and recommendation framework.
Pitch Support
Data-driven pitch materials with market context, comparable analysis, and deal rationale.
📡Market Intelligence
Real-time market monitoring and systematic intelligence gathering.
Morning Briefs
Daily market summary covering overnight developments, key movers, and events to watch.
Earnings Analysis
Systematic earnings coverage with key metrics, management commentary, and guidance analysis.
Macro Analysis
Economic indicator tracking with market impact assessment and scenario implications.
Sector Monitors
Ongoing sector tracking with trend identification, catalyst monitoring, and peer comparison.