Introduction
Co-Pilot simplifies the process of finding similar peers for your valuation by providing intelligent recommendations. These recommendations are generated based on the selected peer from your list of peers, ensuring they closely match key factors such as industry, analyst overlap, and product descriptions.
Disclaimer:
While Co-Pilot provides intelligent peer recommendations it is important to note that these recommendations may not always be 100% accurate. They are generated based on selected criteria and available data, which may vary in quality and relevance.
We advise you to carefully review and validate these recommendations to ensure they align with your specific valuation objectives and requirements.
How to Use the Co-Pilot for Similar Peer Selection
Navigate to the Peers List
In the Valuation flow, go to the Peers list where you manage comparable companies.
Open the More Menu
Click on the three dots (More menu) in the top right corner to access additional options.
Select "Similar Peers"
From the dropdown, select Similar Peers to get peer recommendations based on your valuation criteria.
Choose Your Recommendation Method
You can select one of the following methods for peer recommendations:
Similarity of companies – Find peers with similar business attributes.
Analyst overlap – Leverages analyst coverage to suggest peer companies.
Descriptions or products using GPT – Uses GPT to analyze product descriptions and recommend peers.
What other users picked – See peers that were commonly selected by other users in similar scenarios.