Real Scenarios
Use Cases
Clay is designed for teams that produce analytical deliverables under time pressure. Here's how real financial teams use Clay to accelerate their work.
PE Firm Due Diligence
The scenario
A private equity associate needs to evaluate a potential acquisition target before the Monday IC meeting.
How Clay helps
Clay runs parallel analysis across multiple desks: company deep-dive from Research, DCF and LBO from Valuation, financial statement analysis from Accounting, and risk assessment from the Risk desk. The associate receives a complete due diligence package — not raw data, but structured analysis with sourced assumptions.
Output
Complete due diligence package: business overview, financial analysis, valuation range (DCF + comps + LBO), key risks, and investment recommendation — ready for IC review.
Time savings
Minutes instead of a weekend
Hedge Fund Morning Brief
The scenario
A portfolio manager needs a comprehensive market brief every morning before the 8 AM meeting, covering overnight developments, portfolio-relevant events, and actionable intelligence.
How Clay helps
Clay's Market Intelligence desk generates a systematic morning brief: overnight market moves, earnings results, macro developments, and events relevant to existing positions. The brief is delivered automatically through Slack before the meeting starts.
Output
Daily morning brief: market summary, overnight developments, earnings highlights, macro indicators, and position-specific alerts with context and analysis.
Time savings
Automated daily delivery
Family Office Portfolio Review
The scenario
A family office CIO needs quarterly portfolio analytics covering allocation, performance attribution, risk exposure, and rebalancing recommendations.
How Clay helps
Clay coordinates across the Wealth & Risk desk for portfolio analytics and the Research desk for position-level analysis. The result is a comprehensive quarterly review that would typically require a full analyst team to produce.
Output
Quarterly portfolio review: performance attribution, sector/geographic exposure analysis, concentration risk assessment, and rebalancing recommendations with rationale.
Time savings
Hours instead of days
Startup Board Prep
The scenario
A CFO needs to prepare board materials including financial performance, KPI tracking, market context, and forward-looking projections for next week's board meeting.
How Clay helps
Clay pulls from the FP&A desk for financial analysis and KPIs, Market Intelligence for competitive context, and the Valuation desk for updated company projections. Materials are formatted for board presentation.
Output
Board package: financial performance summary, KPI dashboard with variance analysis, competitive landscape update, and forward guidance with scenario modeling.
Time savings
Hours instead of a week
Investment Banking Pitch Support
The scenario
A VP needs to prepare a pitch deck for a potential sell-side mandate, requiring market analysis, comparable transactions, and preliminary valuation work.
How Clay helps
Clay coordinates across Research (market analysis), Valuation (comps and preliminary valuation), and Deal Execution (transaction rationale and process overview). Output is structured for deck integration — not raw analysis, but slide-ready content.
Output
Pitch materials: market overview, transaction rationale, comparable analysis (trading and precedent), preliminary valuation range, and suggested process timeline.
Time savings
Hours instead of days