Tools, templates, and AI workflows I’ve built. The “Grade” column rates each against what a human at that experience level could produce.

Artifact	Grade	Notes
Custom Gem: Private Company Analyst	Entry-Level professional	Use when you need a quick baseline on a private company before a meeting, intro call, or application. 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	Use when you have multiple transcripts to process and want structured takeaways without reading each one in full. Next best alternative to generating summaries yourself after reading the transcript.
Custom Gem: Public Company Analyst	Entry-Level professional	Use when you’re exploring a new public company and want a structured overview faster than manual research. 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	Use when you’re stuck on a formula or want to build something complex without digging through documentation. Formula help for Excel and GSheets, much better than tool embedded co-pilots (for now).
Custom Gem: Case Study Companion	Mid-Career professional	Use when you’re prepping for a case interview and want real-time feedback or a structured sounding board. 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	Use when you’ve finished a book or podcast and want to synthesize your notes into something shareable or memorable. Writing partner to turn ideas and notes on books & podcasts into cohesive themes.

More coming: interview prep materials, investment memo 

templates, and a micro-acquisition diligence checklist.