AI that fits your firm. Not the other way around.
We map one high-friction research or diligence deliverable, connect the context and data behind it, build the workflow, and train your team to run it — in the Office formats they already use, with sources they can inspect.
AI now drafts the memo your team already writes — but the reviewer still signs it. The first firm to map its workflow sets the template for its peers.
The first conversation can use public data only.
Hover to inspect context mapping →
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
A senior signs the document, not the chat.
The useful output is a memo, model, deck, tracker, or review pack. It must match the firm’s format, show where important figures came from, and stay within agreed data boundaries.
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.
Control 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
We build the first working version, train the users, document the process, and hand over a workflow the team can run and improve.
- Build
- Train
- Document
- 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.
Request a workflow sprintNo confidential documents are required for the first conversation.