Raycaster / evalsAll benchmarks

Cross-benchmark category

Pricing Strategy

Compare AI agent runs for Pricing Strategy: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can evaluate pricing strategy, SaaS packaging, usage-based pricing, and ARR impact from pricing changes.

Pricing analytics AISaaS packaging, usage-based pricing, ARR impact
150Tasks
0Primary
1Benchmarks

Published model evidence

A quick view of shareable runs in this category. Open task and trace pages for the prompt, response, files, and grading details.

gpt-5.4-nano46% pass

69/149 runs · avg score 56%

gpt-5.4-mini46% pass

69/150 runs · avg score 57%

GPT-5.441% pass

26/64 runs · avg score 57%

Gemini 3.1 Pro34% pass

51/150 runs · avg score 44%

Gemini 3 Flash33% pass

3/9 runs · avg score 60%

gpt-5.533% pass

50/150 runs · avg score 46%

Related tasks

150 tasks that also exercise this work as part of a broader assignment.

  1. CW134 Aditi 01APEX-Agents(task_11c9d4cb0cf3401b8de7cff9969fc223)8/8 · Pass

    For each of the four competitor firms use use our financial dataset for 2016 - 2025 to calculate the average customer acquisition cost (US$) for 2016-24 and identify the competitor with the highest ch…

  2. CW134 Aditi 03APEX-Agents(task_21b14fd7ec454ab38e07d2c4055d1fff)2/6 · Fail

    To better understand the market dynamics, the client wants to analyze customer engagement with the mobile app features. Use the feature dataset for competitors from 2016-24 to calculate the following …

  3. Shiva Task 01 World 129APEX-Agents(task_f69f5d19990b4292809009a331e1bbe9)2/3 · Fail

    Using the estimated market share chart and Brightpath customer segmentation, please calculate the potential revenue for the SMB Accounting segment if it achieved the target share. Include an analysis …

  4. SP Task 02 World 128APEX-Agents(task_18482ca6de9943ce814d70f2f742497f)3/3 · Pass

    I need to compare our results from the autonomous vehicle survey and the survey questionnaire against the attached 2025 launch targets. For these three metrics, calculate the percentage points gap bet…

  5. SP Task 02 World 129APEX-Agents(task_4372ee27c60f4589884be8cc9d6d8bd8)1/2 · Fail

    Use the baseline seat utilization data against the attached 2025 strategic targets for the following two metrics. 1) What is the Seat Purchased Surplus (Actual Seats minus Target Seats) for the Mediu…

  6. SP Task 03 World 129APEX-Agents(task_aac22560bcdc434eb7942bce0631d8bb)2/2 · Pass

    Can you use the files on Deal Win Rate Target and the transaction history in Brightpath Deal Transactions to determine the Implied Deal Volume required to reach the Expansion target share of revenue f…

  7. SP Task 04 World 135APEX-Agents(task_e75cacb35dc8429a895bba6aff5f8a58)4/4 · Pass

    Using the State of Fashion Beauty report for 2024 sales and sub-category shares, alongside the attached data for Mass Market vs. Premium share by sub-category, calculate the difference (in $M) between…

  8. Task 3uy1546eAPEX-Agents(task_2c27b6c0f390410aa6f561e1733faf6a)3/6 · Fail

    Determine which years have the highest and lowest average stay lengths for Bronze Tier members. For each of those years, report the average stay length for Bronze Tier members who stayed at a Summit E…

  9. Task 4APEX-Agents(task_0a4ad19b76cf4602914e6b8a4f263690)3/3 · Pass

    For 2024 Won/Upsold deals with NCV ≥ 50k, determine the policy-friction risk per deal as NCV × Discount × tier multiplier × tier PFI, where tier PFI is the benchmark mix-weighted sum of Software Custo…

  10. Task 5k4j7555APEX-Agents(task_f23cb148241641f1b7c5dfbecfd3835f)0/1 · Fail

    Using the discount approval logs and the KPI chart, I'd like to get one number that tells me how risky our discounting behavior is right now. Looking at deals where the final approved discount exceede…

  11. Task 7APEX-Agents(task_593cb247c14e46b2afc4d1a810add11f)4/4 · Pass

    I would like to analyze the current proportion of Brightpath Churn and Annual Recurring Revenue. 1. Based on the ARR from the discount approval file and the Churned ARR from customer segmentation fi…

  12. Task 9l78fe75APEX-Agents(task_8f3b740a5b62455fbbf2f8e79aaabc60)0/1 · Fail

    Using the REIT model re-calculate the Implied REIT Price Per Share using the the 25th Percentile EV/EBITDA and 2025E Revenue Growth percentage of 5%. Return to me right here the price in $ for the sa…

  13. Task 14APEX-Agents(task_0cc6381ab1db4902bdac1c95b3ffcc45)6/9 · Fail

    Can you use the feature usage file and identify the average adoption rate percentage, average monthly usage, and average retention impact score for each tier except Team? Print the output for me here.…

  14. Task he84c0f2APEX-Agents(task_a138d5329a0a494996a505f2adda0a65)6/6 · Pass

    Use the churn and WinLoss data, and assume the following: - Competitor Loss Ratio = (Total Contract Value of Lost deals/Total Contract Value of all deals) - If competitor-lost deal value exceeds the…

  15. Task ncwq9a4bAPEX-Agents(task_2c7f210d3ffd4052a31decef4c4c6668)1/6 · Fail

    Given our current set of CDP questionnaire responses for Horizon's portfolio companies, identify the three largest risks by potential financial impact across all entries. In cases where a minimum and …

  16. Task o88f1452APEX-Agents(task_cb7189ae4502436085b4367bf7c64169)0/2 · Fail

    We need to redo the analysis of the new survey response dataset. Can you re-calculate the standard deviation for Brightpath Software's efficiency dataset? Using both the recalculated average efficie…

  17. Task unc2be9c - EMAPEX-Agents(task_8f47fc64814943c2a782a2b8704a3ba3)1/2 · Fail

    Was the data Ecan provided during the meeting (noted in the team sync-up from 11/21/25) on the number of members that have stayed during Q3 2025 correct? Use our data from the 11/17 stay and booking d…

  18. Task ymtecb81APEX-Agents(task_bf18a6d6ff44489daf0b1c80b5d4a3a8)8/9 · Fail

    Can you take a look at the two Master Supply Agreement templates (Master Supply Agreement Template.pdf ("Template1"), Master Supply Agreement 2.pdf ("Template2"))? We’re considering them for Acme (th…

  19. Task_128_PJ_2APEX-Agents(task_c13f5f801ec542e68f48254ae045c655)0/3 · Fail

    What will the year 1 revenue across EM1, EM2 and EM3 be if we launch a solar system for households at $6,000 price point? Assume the company will be able to acquire 7.5% of users who are planning to …

  20. Task_W135_Camille_Moingeon_2APEX-Agents(task_ec254105f0994f32b9f4a1f329653f79)3/3 · Pass

    Can you take a look at Lumea's 2025 financial report and the global beauty market analysis and help me double check their margin target? Specifically: a) If Lumea were to reach the midpoint of the pr…

  21. W134 Nancy Task 06APEX-Agents(task_4abd78ac38024a0094fa9ae0cfd31625)3/5 · Fail

    Create a new slide pptx, summarizing the comparable SaaS deals' target company name, purchase price, ARR, and ARR multiple. Include all targets for which we have an individual case study and use only…

  22. W134 Nancy Task 07APEX-Agents(task_d46f8183d88541c8ab7f2692aca28b5f)0/2 · Fail

    The LATAM market customer count is expected to continue growing at its 2024-2025B CAGR. Complisure could capture a quarter to half of the two largest LatAm players’ latest share of customers if they w…

  23. W134 Nancy Task 09APEX-Agents(task_56967ae9f77e42eeb5a0a5a272b34fe5)1/2 · Fail

    If competitors continue growing by their 2021-2024 revenue CAGR, while their operating margin % stays flat from 2025, which players will have better operating income than CompliSure by 2030? How much …

  24. W134 Nancy Task 10APEX-Agents(task_2bd66e1e194a4ce89ccf6432cbdce451)2/2 · Pass

    Can you use the customer usage and customer contracts files to state the impact on ARR and the new ARR if Complisure switches to the attached usage-based pricing model? Treat the payment discounts fr…

  25. W134 Nancy Task 11APEX-Agents(task_2fad87f261ae44d487187d8b737e11c5)4/4 · Pass

    Based on the attached table, with the asking price for each company, which competitors would have a higher 2024 ARR multiple than CompliSure even if their SMB customer count declined by 75%? State the…

  26. Word_129_PJ_01 APEX-Agents(task_0233800d9daf4459bc464ce2f1f822a8)1/1 · Pass

    I want to forecast total annual revenue for ServiceNow based on the competition's price benchmarking information available to us. For this analysis, calculate revenue for each of their tier/plan (like…

  27. World 127 TJ Task 2.0APEX-Agents(task_8e592b2a3061410ebafea3183c960ff9)0/4 · Fail

    Let's model the impact of the price war in the EV charging space. There is an 8% reduction in the ASP for 'on vehicle charging hardware' across all three scenarios. We need to recalculate the revenue …

  28. World 127_AM_Task 02APEX-Agents(task_4c9bf439a5224cf090ea3b3e8966a020)1/1 · Pass

    We have new expert input on pricing and content for two power electronics families. In the Helios Europe demand model, please (1) bump the ASP for "On vehicle charging hardware" by 15 percent and (2…

  29. World 129_CY_Task 2APEX-Agents(task_4bdc188e9a7f4860b818c3cb3013e676)0/3 · Fail

    Refer to the latest (v1.0) customer segmentation data and the final pricing model. Calculate the % change of Customer Segmentation expected revenue (use target customers and average ARR for the pricin…

  30. World 129_CY_Task 3APEX-Agents(task_66b157482bf640cbb5c1725765e6ca9e)0/4 · Fail

    Using the latest pricing version, the revenue data by segment, and the discount approval logs, determine the average discount percentage for each of the Business and Growth tiers separately (use the m…

  31. World 129_CY_Task 5APEX-Agents(task_1e19e170dbac46ae98a24930a70b4b73)1/1 · Pass

    Using the latest renewal / churn data (v1.0) and pricing log, identify the average seat changes (increase or decrease) by Brightpath customers from every renewal with seat changes. When doing the calc…

  32. World 129_CY_Task 6APEX-Agents(task_d8d2c6bd61d548cba10f59af2d6c9559)8/8 · Pass

    Using Brightpath's Discount Approval Logs, review each approver’s total score and rank. Reply to me with a short message here, outlining your findings. Scores are determined using four criteria: 1. …

  33. World 132_PM_Task02APEX-Agents(task_4ab23f273c9f4e0a89684c3703302e25)0/2 · Fail

    Let us assess average price points of sub-categories in 2027 across these 7 markets - Australia, China, Germany, India, Mexico, UAE and UK. The client has informed us of some errors in the data. TAM…

  34. World 133 - NK Task #1APEX-Agents(task_effa0ae896284b07984dd5cc7151e10f)1/4 · Fail

    What are the projected 2026 aggregate free night bookings for Marriott, Hilton, and Hyatt in New York, London, and Tokyo combined? Assume all of Summit's 2026P free night certificate redemptions from…

  35. World 133 EL Task 02APEX-Agents(task_701665df7879439b9b723ab716e1b630)3/3 · Pass

    Using only 2024 values from IHG's annual report, tell me: 1. Calculate the room-weighted average occupancy rate for IHG across all of its hotel brands, globally. 2. Using regional occupancy rates and …

  36. World 133 EL Task 03APEX-Agents(task_d01a20f9321341b39059a7629a365232)1/1 · Pass

    Estimate the contribution (in $M) that Summit's loyalty program members will make to its 2025E Program EBITDA in $ millions. Assume that Summit's loyalty program members will contribute, as a % of 20…

  37. World 133 EL Task 05APEX-Agents(task_757aca3744044e13a8b323fe623e83ca)5/7 · Fail

    Using 'Accor Presentation.pdf', 'Hilton Annual Report.pdf', 'Hyatt 10K.pdf', 'IHG Investor Presentation.pdf', and 'Marriott-2024-Annual-Report.pdf': 1. Calculate, for each of Summit's key competitors…

  38. World 133 GE Task 3APEX-Agents(task_a28da7dd7f41448d8c6ced3a2a62debe)3/3 · Pass

    We need additional analysis for 2025 cost per activated member (CPAM) under 3 scenarios. I want you to edit the PnL workstream draft deck with this new information you'll calculate--> the 2025 CPAM ($…

  39. World 134 Nancy Task 02APEX-Agents(task_3763fab0373b4f59a98f11a97eedcb15)0/1 · Fail

    If CompliSure experiences the changes outlined in the attachment starting in 2026, what is the expected impact to free cash flow in 2030? Assume Interest Expense remains the same % of EBIT, and Inco…

  40. World 134 Nancy Task 04APEX-Agents(task_b7b8e91422ef483f8464df1538f575e8)1/7 · Fail

    We anticipate the following developments in 2026: 1) Market growth is forecast to stall to 0% over 2025 market size (per our latest 5 year forecast, which also includes all required CompliSure financ…

  41. World 134 Nancy Task 05APEX-Agents(task_683366bd76004f968ebfc93828c076bc)0/6 · Fail

    Assume a scenario where CompliSure can achieve best-in-class R&D rates (low) and gross margin rates based on 2024 competitor benchmarks for years 2025 through 2030, if best-in-class is better than the…

  42. World 134_RG_01APEX-Agents(task_ded0b246614049ab85ad985d45e44a30)1/1 · Pass

    Estimate and provide the Manufacturing SOM for CompliSure for the year 2035. Use the 2025-29 CAGR from the manufacturing SAM forecast in the vertical deep-dive manufacturing report as a constant annua…

  43. World 134_RG_02APEX-Agents(task_749eeedb6a2b4a8a98ddd46fed5ac7b7)0/1 · Fail

    Calculate overall customer sentiment score using the customer surveys. For each section, compute the section sentiment score as the simple average of the available question-level scores within that se…

  44. World 134_RG_03APEX-Agents(task_a1449f78d0c3427e9b34e65a08621976)0/1 · Fail

    Can you please help me re-evaluate and state the adjusted 2030 net income for Complisure? The 2030 adjusted net income will be based on the three key assumptions: 1) New Sales and marketing spend, a…

  45. World 134_RG_04APEX-Agents(task_d87f70c7f8d74665ac3ddcbef5a8d67a)0/6 · Fail

    One of CompliSure’s primary competitors, TrainIQ, is expected to lose a portion of its market share. Use the estimates provided by each research firm (A, B, C), provided in the attached report, as sep…

  46. World 134_RG_05APEX-Agents(task_f029be9cd145432599e5627d4111af24)0/3 · Fail

    Based on the attached findings from the top 3 research firms, what is CompliSure’s expected revenue ($M) in 2030 for each scenario? For each scenario, please assume that the overall market size in 20…

  47. World 219 - AE Task #2APEX-Agents(task_bb48b8b37be243d3801b667a0f75d574)2/2 · Pass

    Using a discounted cash flow (DCF) model, what is the implied share price under the following assumptions: - Revenue growth is 2.0 percentage points lower than the current growth rates in each year fr…

  48. World 219 - AE Task #4APEX-Agents(task_de8a536c2c52446b98d0b9e2e8c43308)0/2 · Fail

    Output two values for me: 1. The implied share price using the Gordon growth method 2. The implied share price using the exit multiple approach You will need to update the DCF model with the followin…

  49. World 219_AE_Task05APEX-Agents(task_719041266bc54f8e951908414f467daf)4/4 · Pass

    What is the EV and implied share price of CNS in the DCF model using both Gordon growth model and exit multiple approach if each business segment grows as outlined below over the projection period of …

  50. World 223_AE_Task_01APEX-Agents(task_70af094f3ba54789a4436c4757edf43c)2/2 · Pass

    Run a new DCF scenario. Make the following changes to the metrics in the projection period for Solventum: - Update Sales of Product, Sales of Software, and Rentals from 2025 to 2029 to be a 2-year mov…

  51. World 225_IO_01APEX-Agents(task_230f373b246843e593623ca4816e3120)0/6 · Fail

    Using the information in the REIT model, create a new sheet: - Re-run the Scenario3: REIT Conversion analysis in sheet "Valuation Summary" using FFO multiples in place of the current EBITDA multiples …

  52. World 225_JE_01APEX-Agents(task_915931c8aa7840ef9359ce9a50583e3d)2/2 · Pass

    Forecast operational expenses are impacted by a rising inflation of 2% in the REIT model. The increase is able to be passed on only for Services revenues. Assume the proportion of operating expenses d…

  53. World 246_MM_03APEX-Agents(task_7937759836244ed4a9cfb65c70e0e746)0/5 · Fail

    Please get the most recent financial year’s EV/FCF multiples (cutoff date 20 Dec 2025) for the public comparables, as per the slides deck, to calculate a cleaned average using the Modified z-score (Me…

  54. World 246_MM_04APEX-Agents(task_1f84a712cb2e4aaaa4b6778eeff49021)2/3 · Fail

    Calculate the unlevered beta for Haleon (HLN) using Total Debt and Market Capitalization as of the end of FY2024. Assume 0.227 levered beta for HLN and a 21% Tax rate. Using the unlevered beta for HL…

  55. World 420_LB_04APEX-Agents(task_9e919cde8791468cadce433c3c9eef09)1/6 · Fail

    Livyra would like to put out a simple direct-to-consumer (DTC) advertisement for Bencontra. In an effort to avoid anything that could be construed as off-label promotion, the DTC advertisement would n…

  56. World 421_OO_01APEX-Agents(task_8702e946cbad4a56886fcd7ea18cd5b2)6/10 · Fail

    Our client, SLL, offers discounts to senior clients who opt into receiving texts about new products and services when they apply for loans from SLL. A prospective customer, Angie, agreed to receive …

  57. World_223_IL_01APEX-Agents(task_1b4e8b477170491287e72bdd45eb4763)0/1 · Fail

    Solventum (SOLV) announced a $2.0 billion strategic expansion funded with 70% debt and 30% equity, which caused its share price to increase by 5% relative to the closing price on 11/18/2025. Using the…

  58. World_223_IL_03APEX-Agents(task_a8d6687624d948efaf37a4c4fa366af4)0/4 · Fail

    Perform a value-creation analysis based on scenario 1 using the accretion dilution model to assess whether Scenario 1 creates or destroys value for 3M Shareholders. Assumptions: 1. 3M Levered Beta is…

  59. World_246_IL_01APEX-Agents(task_278eac61c4ee4155a75744086715a0e8)1/1 · Pass

    Update KVUE's share price to the closing price as of 1/5/26 and 2029E revenue growth rate to that of 2025E. What is discounted free cash flow in 2029E, including terminal value, rounded to the nearest…

  60. World126_TK_01APEX-Agents(task_9d421716ffeb40b79e9e132054714afe)3/3 · Pass

    I feel good about our current assessment of the valuation, but I’d like to do some forward-looking assessments. Can you use the historical Sector Median PE volatility data to determine which of the cu…

  61. World127_AK_Task03APEX-Agents(task_799bb0f9ca444c7d9c2fff7aaa4885a9)9/10 · Fail

    Based on the client’s SKU data, calculate the weighted average gross margin for each platform. Then determine the percentage price increase required for SKUs on the lowest-margin platform to raise the…

  62. World127_AM_Task03APEX-Agents(task_c50984179bb64d288e409c0f1370fdda)4/6 · Fail

    We have ten expert call summaries from 2022 plus our latest 2025 expert synthesis file, and we want to see how typical EV unit prices have moved for two key families. Can you read the call summaries…

  63. World130_Al-Zhoheir_Hajim_5APEX-Agents(task_5df3da6f8f5c459484670772c82f6941)3/10 · Fail

    Identify the top five technology investments from the Aptean report with the largest positive difference in percentage revenue growth between users and non-users. Include only investments that the rep…

  64. World131_DV_03APEX-Agents(task_a179d38b095f46eba5eff7baf8f7fd87)0/1 · Fail

    Calculate the NPV from the 12-year cash flow on renewable enablement benefits, considering the following assumptions: - The steady-state annual benefits from renewable enablement mentioned in the busi…

  65. World132_DA_Task03APEX-Agents(task_63dbfbfa09ea47ea839c99343129196a)0/6 · Fail

    Re-evaluate market entry priorities using the revised weightings for Buyer Profile Score. Identify the Top 3 Markets with the highest Revised Buyer Profile Score under the revised weighting methodolo…

  66. World132_DA_Task04APEX-Agents(task_b308f1c02b15494db5dfecb5583eed43)1/6 · Fail

    Analyze market entry priorities using the Pricing Corridor Score methodology for PureLife’s Supplements strateg. Identify the Top 3 Markets with the highest Pricing Corridor Score under the weighted …

  67. World132_DA_Task07APEX-Agents(task_9e9514d5f4914c8fabe9734b242aed3a)0/1 · Fail

    Using the McKinsey wellness report and our buyer profile analysis, recalculate Supplement pricing with two factors only: Vitamins and Supplements preference and increased spending. Apply as multiplie…

  68. World132_SF_Task04APEX-Agents(task_3d664fce59f541528e5e9b7cef207774)10/10 · Pass

    Using the consumer perception data and pricing details from the buyer profile, determine how many survey respondents in each market have never heard of PureLife and are willing to pay more than a 30% …

  69. world133_ln_03APEX-Agents(task_15322a4e4ca744fb9bf7a9b8cace8a99)2/4 · Fail

    Determine CAGR for total points sold over the entire covered time period from the Profit and Loss Master Profitability Workbook. Apply that growth rate to average points per member from the Member Poi…

  70. World133_ln_04APEX-Agents(task_40c59502fc744e85a83bf87dfe8977da)0/3 · Fail

    Give me the scores for Summit’s segments, using the Summit-Specific Survey. Your scoring system must follow these rules: - For the average satisfaction with status benefits from the file “14. Summit…

  71. World133_ln_05APEX-Agents(task_b95db15ad91d4883b23e79d1c1573eb1)6/7 · Fail

    Prepare a new memo, and put it a new document file you make. I will be sending it to James Brown, CEO of Summit, on behalf of The Strategy Team. It should outline the total cost of labor for each pha…

  72. World133_RG_01APEX-Agents(task_8d7835ee0dce4b92b89ebe15540be78c)3/3 · Pass

    Can you use the Summit's business case and provide the revised sum of net cash flow ($m) for scenarios 1, 2, and 3? Apply the scenario-specific benefits multipliers provided in the attached file to ad…

  73. World219_BW_01APEX-Agents(task_34254f339d6e4f65b59bb2bd97e606e2)0/2 · Fail

    From the LBO, assume a 15% premium is offered to CNS holders and max transaction leverage of Term loan B is $1,040. What is the revised IRR and MoM for 2029E, rounded to one decimal place? Reply here.

  74. World219_BW_02APEX-Agents(task_00b30f56f39a4a9891d9503443bafb27)1/5 · Fail

    Provide the mean implied equity value for CNS from the Comparables and Precedents using 2025E EBITDA, as well as the implied equity value from the DCF and LBO using the base DCF and assumed offer pric…

  75. World219_Seed Task_06APEX-Agents(task_0de09be0daf242208f7a60ee83bf8717)3/7 · Fail

    Using the precedents and DCF analysis calculate an implied share price for CNS to 2 decimal places. Exclude transactions where the target had <$90 B in AUM. Using the forward EBITDA from the DCF, assu…

  76. World219_Seed Task_09_FFAPEX-Agents(task_9627f5be91db4334a3f3b5d9a2747460)1/5 · Fail

    Your task is to evaluate the impact of financing constraints on Project Vanguard's take-private economics and develop a revised LBO case reflecting a capped leverage scenario using the LBO model. • T…

  77. World221_HY_01APEX-Agents(task_d10510edb921439dbd84d6a88b58b040)1/5 · Fail

    Using the merger model, assume BBDC's share price falls by 15% after deal announcement but before the new share issuance to TPVG shareholders. Using the 9M TTM 2025 financial account, calculate the re…

  78. World221_HY_02APEX-Agents(task_9909f2ec2bbb4899ba7a956a475dfc01)4/8 · Fail

    Evaluate acquisition of WhiteHorse Finance (WHF) by editing the ‘Target-TPVG’ tab in merger model using WHF’s 2024 financials. Use a share price of $7.20 (as of 11/26/2025). Output two sensitivity an…

  79. World221_oa_2APEX-Agents(task_00cd552ee51b4254bae8ee3b0add42fa)0/2 · Fail

    Assume that TVPG raised additional $70 million mezzanine capital ($30 million - equity capital raise from it's current shareholders at a discounted issue price of $6.0 per share and $40 million - debt…

  80. World221_oa_4APEX-Agents(task_c846c91af4b4424f9684d0c7e4559d28)0/2 · Fail

    Using the merger model, recalculate the post-deal pro forma balance sheet in the “Post-Deal Proforma” tab under the following assumptions: - 50% cash consideration - 20% of balance sheet cash is used …

  81. World221_oa_5APEX-Agents(task_2dd1247cad1447858f578a0b19d7e6a5)1/3 · Fail

    Assume that TVPG raised additional $70 million mezzanine capital ($30 million - equity capital raise from it's current shareholders at a discounted issue price of $6.0 per share and $40 million - debt…

  82. World221_oa_9APEX-Agents(task_260818eebc2a4366af65fe8f3f17910f)0/3 · Fail

    Consider FDUS as a potential target, use the last 6-month median share price as of 11/19/2025 in the FDUS file and the Nine Months Ended September 30 account from the FDUS 9/30 10Q. Your task is to ca…

  83. World221_TR_01APEX-Agents(task_9ba58a6197114140877a1df1754d2993)8/8 · Pass

    Calculate the accretion / dilution of both BBDC and TVPG shareholders, sensitized for different Cash consideration and Bid Premium. Edit the existing merger model and add two sensitivity analyses: on…

  84. World221_TR_07APEX-Agents(task_9fad1b1520eb46778e34e950c41be109)1/4 · Fail

    What if BBDC change target and achieve a partial merger with FIDUS Investment Corporation (FDUS) instead of TriplePoint Venture Growth BDC Corp. (TPVG)? Use the FDUS SEC filings as of Q3 2025 and Q4 …

  85. World221_TR_10APEX-Agents(task_2b2666310e7e4712be0f2c0e4240d5a2)4/6 · Fail

    Use the BBDC valuation model as a template and a prepare a full valuation of SLR INVESTMENT CORP. (SLRC) as of FY 2024. - Use the median of peer trading multiples - Retrieve the SLRC’s required data f…

  86. World223_AV_03APEX-Agents(task_1ada04b9f9814985a1a7b11180268a0b)1/1 · Pass

    In the Accretion / Dilution Model, use the capital structure and shares outstanding assumptions for Solventum (SOLV) to calculate levered free cash flow and price per share. Specifically, use the foll…

  87. World223_AV_04APEX-Agents(task_a7c1e23437d1451ca11f4ff27105fa40)1/1 · Pass

    Under Scenario 1 in the Accretion / Dilution Model, 3M will use 50% debt / 50% equity. $250 million in pre-synergies were identified. Use the following assumptions in the Assumptions S1 tab of the Acc…

  88. WORLD223_ES_02APEX-Agents(task_0ea7fa030cbe4d8ca517b48da89086e2)6/6 · Pass

    Evaluate the sensitivity of EPS impact to synergies and cost of new debt for the acquisition of SOLV by MMM using the accretion dilution model. Create a new tab in the file, with a table to show EPS …

  89. WORLD223_ES_05APEX-Agents(task_340d128cb49e4df5952885b707a1cddd)3/7 · Fail

    Assume that no transaction happens with SOLV. Now, calculate the impact of a large investment in AI for MMM shareholders as an alternative capital allocation strategy using the accretion dilution mode…

  90. World223_SMN_05APEX-Agents(task_6caba0e23298489cbfc7732bf26ff1e3)4/4 · Pass

    Using the merger model and 0000066740-25-000089, please calculate: 1. The Number of Shares Repurchased. 2. The Revised Enterprise Value. 3. The Revised EV/EBITDA multiple for 3M. 4. The Revised P/E ra…

  91. World224_OS_Task01APEX-Agents(task_dc0a54118f21451f891311e869b1847c)0/1 · Fail

    Return the Year 1 - Year 5 CAGR for Adjusted EBITDA. Round to two decimal places and display percentages with %. Write your answer straight back. I want you to use this info to update values in the …

  92. World224_OS_Task02APEX-Agents(task_db355b58e80749a1879a9d79681d05cc)1/4 · Fail

    I want you to tell me for Year 1 - Year 5: (1) Total revenue CAGR(2) Subscription Cost of Revenue CAGR (3) Sales and Marketing Expenses CAGR (4) EBITDA CAGR But first adjust revenue growth rate to be…

  93. World224_OS_Task03APEX-Agents(task_b8c97dbd83754a6fa133b0c01a318497)0/2 · Fail

    Print out here the updated IRR and MOIC, rounded to two decimal places. Use the precedent transactions document and LBO model to complete the analysis. Assumptions: 1. Adjust the LBO model to have t…

  94. World224_OS_Task04APEX-Agents(task_4d14c729a28c4ece86aefc1ba97e89c4)0/1 · Fail

    Make adjustments to the Year 5 growth rate to reach the following Year 1 - Year 5 CAGR for Total Revenue: 22%. Use the LBO model to complete the analysis, but just reply right here. Round value to one…

  95. World224_SK_Task01APEX-Agents(task_9244a2b59db64d708a35fe0ae2d6c8b3)0/2 · Fail

    Use the LBO model. I want some new analyses: - Decrease the “Premium” from 35.0% to 25.0% on the "LBO" tab - Decrease the “Adj. EBITDA Multiple” from 40.0x to 25.0x on the "LBO" tab - Update revenue g…

  96. World224-HS-09APEX-Agents(task_ea4d33144e2642fbbb6880c8bbd7f290)2/2 · Pass

    Please assess the impact of reducing the entry premium by 5% and illustrate the potential impact on the deal return. Use the LBO model. 1. Reduce the deal premium by 5%, from 35% to 30%. 2. Reduce t…

  97. World224-HS-11APEX-Agents(task_2299b89dcaf64a4da4f3d03f8aac7215)0/3 · Fail

    Assess if the sponsor can still meet the 20% IRR target at the Year 5 exit, given higher cost of revenues. 1. Increase subscription cost as % of subscription revenues by 1 percentage point in Year 1,…

  98. World224-JR-02APEX-Agents(task_80a7d5ad40cc4ed18e859cb9edf4d180)1/5 · Fail

    Assess how much certain business drivers must move to bring IRR below 20%. The stock price has fallen to $87.00. Use the LBO model for the info. 1. Find the critical point (percentages to 2 decimal …

  99. World225_DK_02APEX-Agents(task_37b6798e55064707aebe9b0817434404)0/1 · Fail

    For each year, calculate Levered FCF less Dividends Paid. Assuming a 9% discount rate, output the net present value (NPV) of Levered FCF less Dividends Paid over the projection period, rounded to a f…

  100. World225_km_06APEX-Agents(task_9b9cc4e93ba6412b893d88d6d59f0181)6/6 · Pass

    Model out the NPV of distributions shareholders would receive under REIT conversion. - There's the $1.2 billion E&P purge that gets taxed as ordinary income at 37% (E&P purge occurs at Year 0, annua…

  101. World225_NB_01APEX-Agents(task_fe1efb4c8b6e436ab7a473a48efaf257)0/7 · Fail

    Calculate the price per share that a strategic buyer would need to offer for Golden Everest to consider an acquisition instead of a REIT conversion. Reply to me here with the minimum required share pr…

  102. World225_NB_02APEX-Agents(task_bd332a76d3a04d26906ab104d628bcf5)0/2 · Fail

    Using the REIT model, assess the downside REIT scenario for Golden Everest if data center REIT multiples compress 30% during a longer than expected conversion period of 12 months. Reply to me in here …

  103. World225_RL_Task04APEX-Agents(task_5d446011d7a44614896a8cfdee07f572)2/4 · Fail

    Edit the Valuation Summary tab of the REIT model, showing the implied upside/downside percentage for the Mid case of Scenario 1: Current Valuation. - EV/EBITDA multiple: use 50% and 55% of the averag…

  104. World226_BS_01APEX-Agents(task_ae92292a5cfb4594ae8746ee31ce498b)5/6 · Fail

    Planet Fitness is looking to divest its entire 281 stores, which it owns as of September 30, 2025, to a franchise owner. Round all results to two decimal places and present it in $mm. Using the LBO m…

  105. World226_RM_01APEX-Agents(task_32223647d43949e0b85fa92f4e69b526)0/3 · Fail

    Update the LBO analysis tab "Copy of LBO". It needs to include a single potential add on acquisition in FY2027E. Assess the impacts on the 5-year LBO analysis. Use SOFR actual data. Add to that tab, t…

  106. World226_RM_02APEX-Agents(task_ffb8c59f52344a9494b3f14f06af692d)0/2 · Fail

    Using the LBO analysis, conduct a Purchase Price Allocation to show the amount of pro-forma goodwill created from this transaction. Also show the allocable purchase premium. Round all monetary values …

  107. World226_RM_07APEX-Agents(task_9a0a006403cc4216ad6031eec47d3241)0/6 · Fail

    Use the LBO analysis, update it to assume that Planet Fitness stock option tranches outstanding. I want to see the Year 5 IRR, flexing premium paid and exit multiple. # Assumptions -All options are v…

  108. World226_SK_Task01APEX-Agents(task_5dbc32fe1c0f459b9850ceb5e05ed1a9)0/2 · Fail

    Calculate the sponsor equity value and IRR for FY2030, then report the sponsor equity value in US dollars, rounded to the nearest million, and report the IRR as a percentage rounded to one decimal pla…

  109. World226_TD_01APEX-Agents(task_658948aa7e6a4ad8af4a73bd76df287c)0/6 · Fail

    Use Planet Fitness' latest financial model, and conduct an ability to pay analysis around Advent's target IRR of 25%. Create a new xlsx sheet, then round all calculated values to two decimal places f…

  110. World226_TD_02APEX-Agents(task_254e0680ec0e4adeaa5f8303d5aa5f76)0/6 · Fail

    Conduct a 5-year IRR sensitivity analysis using Planet Fitness' financial model. Model the impact if, starting Q1 2026, Planet Fitness opens 10 additional Franchisee-owned stores each quarter, compare…

  111. World226_TD_04APEX-Agents(task_875a2e79bb1a4807828c8324ae4c85c0)0/4 · Fail

    Conduct a 5-year IRR sensitivity analysis using Planet Fitness' latest financial model that Advent updated based on their specifications (v7). Assess the IRR impact to Advent if the terms of the debt …

  112. World226_TD_05APEX-Agents(task_01da0d93b3ad448798d592007d201ef8)0/1 · Fail

    Use Planet Fitness' latest financial model that Advent updated based on their specifications and assess Advent’s “ability to pay” to reach 25% IRR after 5 years if there are net revenue synergies betw…

  113. World227_SK_Task09APEX-Agents(task_367f5673fd4641c4b09fd7a42a90e050)0/1 · Fail

    Calculate a normalized market capitalization for AES using data from the comps file and the following approach: - Calculate the volume‑weighted average price (VWAP) for AES Corporation over the 250 t…

  114. world227_tg_09APEX-Agents(task_9df937d993034a0a89d4abe8f32d8868)1/1 · Pass

    Please calculate the total value of a MFC privatization by the provincial government at a bid value of 11x LTM EBITDA, which composes of both the (a) upfront proceeds from the sale and (b) value of th…

  115. World228_IA_02APEX-Agents(task_baf672af7af44162b5c53c01fe2e2b90)0/6 · Fail

    Use the valuation model, updating the 'Per Share' and 'Premium' values for the low, mid, and high cases to reflect Blackstone’s acquisition of Company X and the assumptions below. Reply back to me wi…

  116. World228_IA_03APEX-Agents(task_432cf30bbe454279a2f97fc9972c24ad)0/2 · Fail

    You have access to the accretion dilution model. Create a new sheet and tell me the Proforma Interest Coverage for 2027 and 2028. In doing so, assume: - Aptar's Interest expense as a percentage of s…

  117. World228_JK_01APEX-Agents(task_741cc3b250234af1bd641e1bd2a523d7)5/5 · Pass

    The current standalone DCF valuation does not include synergies. In the valuation model, re-run the analysis to include synergies, integration, and transaction costs. In the accretion dilution model p…

  118. World228_JK_02APEX-Agents(task_ce1ce39d22c34426a152f6f432cd5cfb)1/1 · Pass

    Reference 2024 ATR annual report to calculate Aptar Group's cash conversion cycle for FY2024, using FY2024 ending balance only. Output the cash conversion cycle in days, rounded to the nearest whole n…

  119. World228_JK_04APEX-Agents(task_86de7a1a9d884d2bb1037ac181701a04)0/4 · Fail

    Calculate the 2030E discounted EV/Revenue multiples for West Pharmaceutical, Stevanato Group, Schott Pharma, and Aptar Group. Reference the valuation model on the "Trading Comps" tab. Note that the fi…

  120. World228_JP_01APEX-Agents(task_326a170f1d6440988779b2ef1dac919f)0/1 · Fail

    Using the 2024 ATR annual report, reply to me with the absolute performance difference between ATR shares and the Peer Group in 2024 as a percentage (round this to two decimal places).

  121. World228_JP_02APEX-Agents(task_6a1f6778265e4fc99811f7ebf71c205c)0/2 · Fail

    Assume that 10% of Aptar's Asian pharma revenue will shift entirely into European pharma revenue. Retroactively apply this to 2024 financials. Refer to the 2024 ATR report. Return a short message with…

  122. World228_JP_03APEX-Agents(task_44c2d2132f9542d8b684f89f7177b9e9)1/1 · Pass

    If the value of ATRs holdings of Goldrain and YAT appreciated by 5% and 10% respectively, from the end of 2024, while all other equity investments remained constant, what would the new total value of …

  123. World228_JP_05APEX-Agents(task_a7571304d554476498169424570451e3)0/1 · Fail

    ATR is expecting to write down the goodwill related to Pharma to zero following the merger with GXI. Referring to the 2024 ATR 10K calculate the new total ending Goodwill under this write down scenari…

  124. World228_SM_Task01APEX-Agents(task_3579879e6b84436f8fddc974ec75f287)0/2 · Fail

    Determine the effective interest rate of The Aptar Group acquiring Gerresheimer at a 35% premium. Then compare that effective interest rate to the effective interest rate of The Aptar Group as a stan…

  125. World228_SM_Task02APEX-Agents(task_3e2e533b49374381acf2056fe479e3ba)0/5 · Fail

    Create a new Spreadsheet for me. Please compute a new Adjusted EBITDA value for the following companies: West Pharmaceutical, Stevanato Group, Schlott Pharma, Berry Global, Aptar Group using the board…

  126. World228_SM_Task04APEX-Agents(task_00db129e3bd9497da0acf6470a1d33d2)2/2 · Pass

    Please access the 2024 Huhtamaki Annual Report and calculate the Net Sales per employee at end of period for 2023 and 2024. Reply to me here with the the Euros per Employee, rounded to the nearest ful…

  127. World228_SM_Task05APEX-Agents(task_06f2cad00aa248a68d4409e39083ff57)2/2 · Pass

    Calculate and report the adjusted diluted EPS growth for FY2023 to FY2024 for Amcor and unadjusted diluted EPS growth for The Aptar Group, rounded to the nearest whole percentage. Use the Amcor and AT…

  128. World228_SM_Task06APEX-Agents(task_f58e573d229d46aeaa3edbaf35b7b95b)0/1 · Fail

    Using the 2024 ATR annual report, analyze the results of a 15% tariff on Aptar Group’s FY2024 net income. Assume the 15% applies only to Cost of Sales, exclusive of depreciation and amortization. Roun…

  129. World228_SM_Task07APEX-Agents(task_a13be532a65d4938b2397ce17aa071d8)0/1 · Fail

    In The Aptar Group's 2024 annual report, extract global revenue for the Pharma segment in 2023 and 2024. Compute the aggregate dollar change in thousands of USD adjusted for 7.1% 2024 global inflation…

  130. World228_SM_Task08APEX-Agents(task_bfd79e55d1104d3e92486de9b3c4de12)0/1 · Fail

    From Becton Dickinson's FY2025 Annual Report assume the FDA finds that one violation regarding the Alaris SE infusion pumps, and decides the company is in violation, and enforces the consent decree on…

  131. World228_SM_Task10APEX-Agents(task_d7b5f95b42104cb1af46a381fa6d8bd3)1/1 · Pass

    Calculate the incremental Enterprise Value the Gerresheimer acquisition will add to the Aptar Group. Only reference the board presentation. Assume multiples for The Aptar Group remain constant and ref…

  132. World244_OS_04APEX-Agents(task_a006f24d413c4dc99dd644d5e0dc12f7)0/1 · Fail

    Can you help me calculate a new implied share price, rounded to two decimal places? Return your answer to me here Update the DCF so that its 2024-2028 R&D CAGR is equal to PWSC's 2019-2023 R&D CAGR. …

  133. World244_OS_Task03APEX-Agents(task_39c68b482c08464c8fb06cd5af932cd6)0/1 · Fail

    Referencing the KSchool DCF, how much does the company need to increase or decrease 2023's earnings to have it's P/E ratio in 2023 equal to the sector average for communication services as of 1/1/2026…

  134. World244_OS_Task06APEX-Agents(task_761646f23fbb4a0b8564e4b348d14de1)1/1 · Pass

    Using KSchool's DCF, update the 2026 revenue growth rate so that the 2024-2028 Revenue CAGR is equal to INST's 2019-2023 selling and marketing expense CAGR. Then make it a 6-year projection period an…

  135. World244_RL_01APEX-Agents(task_91b0998a0b23403d9aeb1c10f75a22b1)1/1 · Pass

    I want to know the implied DCF share price with a revised scenario, rounded to two decimal points. Do your calculate by updating the cost of debt in the DCF model to be the average between the 1 year…

  136. World244_RL_05APEX-Agents(task_883f8bcbf38148648037f16db02a9754)4/4 · Pass

    Using the DCF model, update the equity risk premium to be the risk-free rate plus 150 basis points and the cost of debt to be the risk-free rate plus 300 basis points Output the following rounded to …

  137. World246_AY01APEX-Agents(task_4c709105f6f649dcbe6fe98bd71dad32)7/7 · Pass

    Please run an upside DCF scenario for Kenvue assuming slightly better revenue growth and margins changing the following metrics: 1. Revise 2025E revenue growth rate to 2% stepping up by 0.1% per year …

  138. WORLD246_ES_02APEX-Agents(task_b8270cca4f7c455791d7b9807ed34295)0/1 · Fail

    In a hypothetical acquisition of Kenvue by Kimberly Clark (merger), at what Kimberly Clark share price would accretion for Pro Forma 2025 EPS for the combined company (Kenvue and Kimberly Clark) would…

  139. WORLD246_HL_02APEX-Agents(task_c917c8e632364886af9a2fc1ee95d4ca)1/3 · Fail

    From the figures in merger model, please recalculate the stock portion of the offering price (exchange ratio with 5 decimals) using Kimberly-Clark unadjusted closing share price at 31 Oct 25, and then…

  140. World246_JP_01APEX-Agents(task_754401fc583e449bafb8bdcd61f927e3)5/5 · Pass

    Please calculate the implied premium / discount of the offer price as proposed to the client relative to the following KVUE share prices, using the values up to 12/08/2025: - Closing price on the fin…

  141. World246_ML_01APEX-Agents(task_16c0324b442841ec86f8ae24cbde119e)3/3 · Pass

    Update the base-case DCF model of KVUE with U.S. total equity risk premium of 4.33%, the risk free rate with the 5-Year Treasury rate and the KVUE Close share price on 2025-12-15. Let's measure the im…

  142. World246_RL_02APEX-Agents(task_15c7a39c67a14b11862f157ec6197f40)2/2 · Pass

    Take the average close price for KVUE for the week of 12/15/2025 to 12/19/2025, apply a 10% premium, and input that figure in the DCF model. Re-calculate both the 1) cost of equity and 2) after-tax co…

  143. World246_RL_07APEX-Agents(task_7c394865481b40cdbdd577a039825679)0/1 · Fail

    If you updated the long-term growth rate in the DCF model to be the percentage increase in CPI in 2025 from January 1, 2025 to November 1, 2025, what is the updated implied share price? Also, increase…

  144. World246_RL_08APEX-Agents(task_6c4429d4d63f46cdbc87b09a4bd75d2f)1/1 · Pass

    Reply back to me with the P/E ratio for KVUE, rounded to two decimal points. Use the implied share price in the DCF model and diluted EPS from the annual financials dated 12/23/2025.

  145. World246_RL_10APEX-Agents(task_9a7eb18bc7084c22a4d96d9818faeaa4)1/1 · Pass

    Update the DCF model to tell us the following: - Assume operating margin % from 2025E-2029E is updated to KVUE's 2019 operating margin plus 50 basis points - Add 25 basis points to terminal growth rat…

  146. World246_SM_01APEX-Agents(task_7d11f0f8a4ac415599f715647d2a09e4)3/3 · Pass

    Reply back to me with the following values: - Implied share price. - Enterprise value - % weight of PV of terminal value in the total new EV. To get to the right answer, update the WACC calculation …

  147. World416_TK_04APEX-Agents(task_5eec5f9ff1234067859443ab0a6c402d)1/2 · Fail

    Review the two supply agreement templates, Master Supply Agreement Template 1.docx and Master Supply Agreement Template 4.pdf, along with the attached files (UCC §2-209 and Restatement (Second) of Con…

  148. World420_RO_01APEX-Agents(task_bdd8216b4e864b9a81d0b9d7af624497)2/3 · Fail

    Livyra wants to market Bencontra using just its name and price. What is the correct type of advertisement Livyra can make, if any, and what conditions must the advertisement meet? Answer in one senten…

  149. World431_amk_02APEX-Agents(task_76585a8b9eb3423895795c8715f924c7)2/5 · Fail

    MGR Real Estate Inc. (the "Lessor") and "AI Automation Group, LLC" (the "Lessee") entered into the final lease agreement on December 5, 2025 (the “Lease”) for 2020 Main Street, Irvine, CA (the "Premis…

  150. World434_IG_02APEX-Agents(task_3e2c326f5470427f9ac0f627c72da1d6)3/4 · Fail

    One of the Hong Kong facilities is going to overhaul its fire safety after they found that some of the equipment from the supplier produced faulty sprinklers. This same supplier produced essentially a…