Artifact	Grade	Notes
Custom Gem: Private Company Analyst	Entry-Level professional	Useful to get up to speed quickly on companies for investment intros, interviews, etc. Helps replace ~30-60 minutes of initial research.
Script to Summarize and Compile Earnings Transcripts	Mid-Career professional	Next best alternative to generating summaries yourself after reading the transcript.
Custom Gem: Public Company Analyst	Entry-Level professional	More useful than a Morningstar report, less useful than a great (albeit rare) sell-side initiation report. Helps increase idea exploration velocity.
Custom Gem: Sheets or Excel Formula Helper	Expert	Formula help for Excel and GSheets, much better than tool embedded co-pilots (for now).
Custom Gem: Case Study Companion	Mid-Career professional	Thought partner for interview case studies, focused on strategic finance and business operations roles.
Custom Gem: Book Companion	A: Producing narratives based on examples and notes I provide B-: Generating net new non-obvious narratives and examples	Writing partner to turn ideas and notes on books & podcasts into cohesive themes.
[WIP] Investment Memo Example for Interviews		In process of sharing redacted version.
[WIP] Micro acquisition diligence checklist		In process of sharing redacted version.
[WIP] Private Investment Exit Math Memo		In process of sharing redacted version.
[WIP] Life Strategy Doc		In process of sharing redacted version.
[WIP] Trip Template		In process of sharing redacted version.