A workflow for comparing Chinese investment-banking documents, such as prospectuses, audit reports, legal opinions, and regulatory replies. It checks whether facts match while accounting for differences in period, entity, scope, unit, and definition.
A workpaper structure for Chinese investment-banking due diligence, where due diligence means checking evidence about a company before a transaction. It links each test to its purpose, evidence, exceptions, conclusion, reviewer, and closure.
A document tracker for Chinese investment-banking deals such as IPOs, fundraising, mergers, and acquisitions. It records what documents are required, received, valid, current, assigned, and closed.
A review aid for finding text, number, unit, terminology, date, cross-reference, table, and formatting defects in Chinese investment-banking and capital-markets filing documents.
A controlled process for updating Chinese IPO or fundraising filings when reporting periods, transaction details, inquiry responses, or document versions change.
A review aid for Chinese IPO and refinancing responses to questions from regulators such as stock exchanges or the China Securities Regulatory Commission.
Route and control Chinese IPO sponsor-execution work by lifecycle stage. Use when a task spans several files or skills, the IPO stage is unclear, or the user asks for an end-to-end plan covering 尽调、申报材料、申报前质控、签字盖章、审核问询、回复更新、加期更新 or 补充申报. Select and sequence the existing CN IB skills, define stage gates, and return one…
A research process for finding and comparing Chinese capital-markets regulatory precedents, meaning earlier official review questions, issuer replies, and related cases.
A source-checking process for Chinese investment-banking disclosures. It verifies claims, figures, dates, periods, units, calculations, and the path back to the original evidence.