Reference Workflows & Executable Demonstrations
Explore executable demonstrations across all three workflow families. Project Alder is the deepest native-Word reference workflow; Investment Research and Wealth Communication demonstrate shared evidence maps and review rails using synthetic fixtures.
What a 4-to-6 week workflow sprint includes
Most founding workflow sprints are scoped over approximately 4 to 6 weeks, depending on data access and review requirements.
Documented mapping of firm templates, prior deliverables, memory, and reviewer expectations.
Native Word (.docx), Excel (.xlsx), or PowerPoint (.pptx) templates driven autonomously by Quiver.
Inspectable evidence report connecting figures to source cells/pages, plus reviewer checklist.
User onboarding session, operating runbook, acceptance tests, and full workflow ownership.
How a sprint moves from context to capability
Click any stage below to inspect its inputs, process, and deliverables:
Context agreed
We configure trust boundaries, load your house template, and declare approved memory sources before any drafting occurs.
- Firm template
- Prior memo
- Investment checklist
- Model
- Reviewer preferences
“The workflow begins by agreeing what the AI may use and what good output looks like.”
Sample deliverable artifact
Generated in the firm’s native Word format (.docx) with verifiable Excel cell lineage:
Project Alder — Investment Committee Memo
Illustrative workflow
Project Alder is a profitable vertical software business with recurring revenue, a 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.
| Metric | Value | Source | Status |
|---|---|---|---|
| Revenue | $48.2 million | Model_v12.xlsx · RevenueBuild | Sourced |
| EBITDA margin | 22.4% | Model_v12.xlsx · P&L tab | Derived |
| Revenue growth | 17.8% | 10-Q, income statement | Sourced |
- 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.
- Working capital seasonality not yet confirmed.
- Customer-by-customer retention detail
- Sales pipeline by stage
- Working capital seasonality
- Confirm revenue ties to model.
- Validate retention assumption.
- Separate facts from interpretation.
- Mark judgment areas clearly.
| Claim | Status |
|---|---|
Revenue $48.2m Model_v12.xlsx · RevenueBuild tab | Verified |
Customer concentration Q2 transcript, p.7 | Needs analyst |
Margin guidance 10-Q, MD&A section | Needs analyst |
Net leverage assumption Internal model note | Escalate to lead |
Comparable transactions Licensed dataset export | Verify comparability |
Tamper-Evident Audit Record
Quiver Provenance Seal v1.4 · Hash-Chained
// Cell Lineage & Input Verifications
sha256:8f9b4c2e10a76d3f9b8a7c6e5d4c3b2a10f9e8d7c6b5a4f3e2d1c0b9a8f7e6d5Send us the deliverable your team dreads drafting.
We'll map the process, build the first working version, and train your team to run it. The first conversation can use public data only.