Services-Led Enablement

Start with the deliverable, not the technology.

We choose one recurring document or review process, map how your team produces it, build the first working version, train the users, and support adoption.

No large transformation programme.No generic chatbot handoff.One workflow at a time.

2-Week Structured Sprint

The 2-Week Sprint Roadmap

We build the workflow with your team, train the users, and leave behind a process they can run and improve.

Days 1–2Step 01

1. Map

We document the current process, inputs, templates, bottlenecks, and review roles.

Days 3–4Step 02

2. Configure

We define approved sources, data boundaries, workflow instructions, and acceptance criteria.

Days 5–7Step 03

3. Build

We create the first working version around the firm's actual deliverable.

Days 8–9Step 04

4. Verify

The team reviews the source trail, output quality, exceptions, and unresolved judgment areas.

Day 10Step 05

5. Train

We train users and workflow owners to run, review, challenge, and update the process.

HandoverStep 06

6. Handover

We provide the agreed workflow documentation, operating guidance, and next-step recommendations.

Map → Configure → Build → Verify → Train → Handover

Public-market research workflows

4 Sprint Templates

Earnings update sprint

Review Pack (.html)

Deliverable: A post-results evidence pack covering reported figures, KPI movements, management commentary, thesis changes, and PM questions.
Typical context and sources: Prior thesis
Model
Earnings release
Filing
Transcript
Consensus or vendor export
Peer commentary
Public web context
Human review point: Reported facts versus interpretation, estimate changes, and thesis implications.
Enablement outcome: The team can repeat the process each quarter and adapt the workflow as coverage needs change.

Transcript review sprint

Word (.docx)

Deliverable: A structured account of what management emphasized, changed, avoided, or left unresolved.
Typical context and sources: Prior transcripts
Topic watchlist
Thesis debates
Current transcript
Peer commentary
Human review point: Language change, materiality, and interpretation.
Enablement outcome: The team learns to maintain the topics, comparison logic, and follow-up questions.

Thesis tracking sprint

Word (.docx)

Deliverable: A living record of the investment case, evidence, risks, open questions, and changes over time.
Typical context and sources: Prior memos
Model notes
PM comments
Filings
Transcripts
Company updates
Public sources
Human review point: What strengthened, weakened, or remains unresolved.
Enablement outcome: The team can maintain the thesis record as part of its normal research process.

Portfolio review sprint

Excel (.xlsx)

Deliverable: A consistent monthly or quarterly review pack covering holdings, KPIs, risks, thesis changes, and action items.
Typical context and sources: Portfolio template
Prior review
Company updates
Board material
KPIs
Market context
Human review point: Risk flags, thesis breaks, and required action.
Enablement outcome: The team can rerun and maintain the review process each period.

Private-company and advisory workflows

4 Sprint Templates

Investment committee memo sprint

Word (.docx)

Deliverable: A first-pass investment memo in the firm's format, supported by a source and review trail.
Typical context and sources: IC template
Investment checklist
CIM or management presentation
Model
Diligence notes
Licensed data
Public sources
Human review point: Evidence quality, risk framing, unresolved diligence, and judgment areas.
Enablement outcome: The team learns how to run the workflow, inspect sources, update the memo, and maintain its review rules.

Diligence tracker sprint

Excel (.xlsx)

Deliverable: A structured record of documents, findings, unresolved questions, ownership, and escalation points.
Typical context and sources: Data room
Diligence request list
Q&A log
Financial files
Public research
Reviewer notes
Human review point: Missing evidence, inconsistent findings, unresolved risks, and ownership.
Enablement outcome: The team learns to maintain the tracker and adjust its review rules for future deals.

Market map sprint

PowerPoint (.pptx)

Deliverable: A sourced map of companies, competitors, buyers, segments, or investment themes.
Typical context and sources: Search criteria
Licensed datasets
Company websites
Filings
Industry reports
Internal lists
Human review point: Coverage quality, classification, source reliability, and missing entities.
Enablement outcome: The team can refresh the market map as new companies and sources appear.

Pitchbook or transaction-material sprint

PowerPoint (.pptx)

Deliverable: A first-pass pitchbook or transaction materials in the firm's format, with sourced figures and a review trail.
Typical context and sources: Firm template
Transaction materials
Model
Comparable transactions
Licensed data
Public sources
Human review point: Figure accuracy, narrative consistency, source backing, and judgment areas.
Enablement outcome: The team learns to produce, inspect, and update the materials for future transactions.

Visual Transformation

Traditional Copy-Paste vs. Conviction Studio Sprint

Traditional Manual Workflow

12+ Open Windows: Analysts manually copy figures across models, SEC filings, transcripts, and Word documents.
Invisible Lineage: Numbers in the final memo lack cell addresses—reviewers must open Excel to check formulas.
Papered-Over Gaps: Hallucinated or unsourced estimates pass into senior review unnoticed.

✓

Conviction Studio Enablement

Native Office Outputs: Drafts arrive directly in your firm’s Word (.docx) and Excel (.xlsx) templates.
Inspectable Evidence: Every quantitative claim ($48.2m) links to cell coordinates (`RevenueBuild!C8`) with read-back checks.
Reviewer Sign-Off: Unsourced figures are flagged in a review checklist before senior sign-off.

Which deliverable consumes more time than it should?

Tell us which one. We'll map the process, build the first working version, and train your team to run it.

Request a workflow sprint