AI that fits your firm. Not the other way around.
First-pass IC memos, diligence packs, and client deliverables — drafted from your firm’s template, model, and approved sources, with every material figure verified against an inspectable source.
Not a chat window. The Word, Excel, or PowerPoint deliverable your team already runs — verified before delivery, judgment left to your reviewer.
Built by a team spanning investment research, consulting, and enterprise AI. Meet the team →
The first conversation can use public data only.
Select a source to inspect
Illustrative workflow — not client work
Investment Committee Memo
Native Word deliverable (.docx)
Project Alder
Proposed acquisition of a vertical software business. First-pass memo prepared from approved context and public sources for senior review.
$48.2m
22.4%
- Executive summary — mapped to firm template
- Key investment considerations — web & market context
- Principal risks — SEC 10-Q filing extract
- Customer concentration — Q2 transcript call excerpt
- Diligence notes & team observations — internal review pack
Workflow families for your firm
We rebuild recurring workflows around your firm’s context, sources, templates, deliverables, and review process — then train your team to run it.
Investment Research & Monitoring
For buy-side and sell-side research teams.
- What goes in?
- Filings, transcripts, earnings releases, financial models, consensus data, public web research.
- What comes out?
- Post-earnings review, transcript summary, company or sector primer, thesis tracker, portfolio monitoring, research note.
- Who reviews it?
- Analyst, Senior Analyst, Portfolio Manager.
- What the team learns to operate?
- Run quarterly earnings updates, adapt thesis tracking logic, and manage topic watchlists.
Transactions & Diligence
For investors, companies and transaction advisers.
- What goes in?
- CIM, data room files, operating models, diligence Q&A logs, licensed datasets, valuation comps.
- What comes out?
- Investment committee memo, information memorandum, diligence tracker, buyer/target map, valuation support pack.
- Who reviews it?
- Associate, VP, Principal, Investment Committee / Partner.
- What the team learns to operate?
- Maintain house memo templates, run Excel cell-level verification, and update diligence rules.
Portfolio & Client Communication
For wealth managers, family offices, RIAs, asset managers and OCIOs.
- What goes in?
- Portfolio holdings, manager research, benchmark returns, risk models, client IPS parameters.
- What comes out?
- Portfolio review pack, investment proposal, manager research note, client commentary, risk & exposure summary.
- Who reviews it?
- Wealth Advisor, Relationship Manager, Investment Committee, CIO.
- What the team learns to operate?
- Generate periodic portfolio packs, update risk criteria, and maintain client commentary rules.
Built by a team spanning investment research, consulting, and enterprise AI
Prior employers — shown as background, not clients, partners, or endorsements.
A senior signs the document, not the chat.
One example of the workflow pattern: an investment committee memo built from a template, model, source documents and review rules.
Illustrative workflow — not client work
Project Alder — Investment Committee Memo
Inspectable figures · Excel cell verification
Project Alder is a profitable vertical software business with recurring revenue, concentrated customer base, and clear cross-sell potential. The first-pass case is credible but depends on retention assumptions and margin progression that require diligence.
| # | A (Segment) | B (2024) | C (2025E) |
|---|---|---|---|
| 6 | Subscription ARR | $34.1m | $41.0m |
| 7 | Professional Services | $6.8m | $7.2m |
| 8 | Total Revenue | $40.9m | $48,200,000 |
Re-verified against workbook during generation. Run record recorded in Evidence.json.
- Recurring revenue with high renewal rates.
- Cross-sell into an adjacent product line.
- Margin path depends on sales hiring cadence.
- Customer concentration above peer median.
- Retention assumption sensitive to two large accounts.
- Customer retention detail
- Sales pipeline by stage
- Working capital seasonality
- Confirm revenue ties to model
- Validate retention assumption
- Mark judgment areas clearly
The goal is not an impressive draft. It is a deliverable the reviewer can inspect, correct, and confidently sign.
Illustrative Provenance Record
Example Run Record
// Cell Lineage & Input Verifications
sha256:8f9b4c2e10a76d3f9b8a7c6e5d4c3b2a10f9e8d7c6b5a4f3e2d1c0b9a8f7e6d5The digest identifies this displayed run record for lineage tracking. It is an internal snapshot, not an external certification.
Post-Earnings Research Review
Reported figures, KPI movements, and management commentary from filings, models and transcripts.
Project Alder — IC Memo
Native Word memo with Excel cell verification, full evidence report and reviewer checklist.
Portfolio Review Pack
Holdings, risk flags, thesis breaks and client commentary from benchmarks and portfolio data.
Every figure above traces to a source a reviewer can open. If that is how your firm wants drafts delivered, the first conversation can start from one public workflow — no confidential data required.
Discuss a workflowControl the start. Inspect the finish. Own the capability.
Your context
We map the firm’s process, templates, prior work, review criteria, and reusable instructions before automating anything.
- Skills
- Templates
- Prior work
- Review rules
Your data
The workflow can be designed around approved internal files, licensed data, and public research — with clear source and permission boundaries.
- Internal files
- Licensed data
- Public sources
- Data boundaries
Your deliverables
Reads the source material and produces native Office deliverables the team already uses: Word, Excel, PowerPoint, tables, trackers, and review packs.
- Word
- Excel
- PowerPoint
- Evidence package
Your capability
Your team receives the working workflow, review criteria, operating guidance and training needed to run and improve it.
- Discover
- Map
- Build
- Verify
- Train
- Handover
Our workflow method is supported by an open-source foundation built for controlled context, source trails, run records and audit history, and model choice. Technical details are available on request.
Send us the deliverable your team dreads drafting.
We’ll map the process, build the first working version, verify the output, and train your team to run it.
Discuss a workflowNo confidential documents are required for the first conversation.