Source-linkedstrategyworkfortheteamyourun
15Rock helps advisory, investor, corporate, and climate teams turn source material, private overlays, and methodology into ranked shortlists, Value Scans, benchmarks, and client-ready points of view — with every material claim traceable.
Example workpaper
Target prioritization workpaper
Score a broad universe and show why each target belongs in the shortlist.
“SG&A opportunity is material” is linked to public filings, peer tables, and the scoring assumptions used in the Value Scan.
Used by teams at
Built from hands-on use across investment firms, advisory and consulting teams, banks, and global enterprise teams.
Why 15Rock
A reasoning layer built for work you have to defend.
Four guarantees that separate a reasoning layer from a chat box — read them as the standard every output is held to.
- 01
Reason from your sources
Bring filings, transcripts, data-room docs, private overlays, and your methodology into one private workspace — not a blank chat box.
- 02
Cited, client-ready outputs
Outputs ship as finished workpapers — each conclusion carrying its source and confidence — ready to put in front of a client, IC, or board.
- 03
Your methodology, repeatable
Encode your scoring logic, peer selection, and deliverable format once, then run it as a repeatable workflow — not a one-off prompt.
- 04
Decision-grade & reviewed
A human review loop and tamper-evident audit trail ship with every artifact, so your team can defend how the answer was produced.
How it works
Source → method → claim → reviewed output.
One path connects the universe, source evidence, scoring method, validation, reviewer notes, and exported workpapers — designed for inspection, not black-box summary.
Source map
Map sources and universe
Claim engine
Map claims to evidence
Workflow engine
Apply your methodology
Draft output
Generate cited workpaper
Reviewer loop
Human validates
Strategy pack
Export shortlist · brief · board pack
Ingest
Filings, transcripts, PDFs, data-room docs, and CRM context enter a private workspace.
Source map
Entities, dates, pages, tables, and source quality are organized before any narrative is drafted.
Claim engine
Assertions, KPIs, peer comparisons, risks, and contradictions are extracted and grouped by question.
Validation
Citations, math, peer relevance, source coverage, and conflicts are checked before the draft.
Output
Shortlist, Value Scan, benchmark, board pack, and source appendix export together.
Monitor
The source map keeps watching for new signals, portfolio changes, and follow-up questions.
Serious strategy work needs more than a chat box.
Chat is useful for brainstorming. Advisory, investor, and strategy work requires traceability, repeatable methodology, source coverage, validation, and a finished client-ready artifact.
Forgets the source map
A chat thread cannot maintain a durable library of pages, tables, speakers, and prior internal notes.
Answers without audit trail
Teams need to inspect the evidence behind material claims, not trust a fluent summary.
Cannot compare consistently
A broad target universe, true-peer set, and executive summary require repeatable structure and normalization.
Misses firm methodology
Generic assistants do not know your scoring logic, peer-selection standard, or client deliverable format.
Drops contradictions
Defensible work depends on surfacing conflicting evidence instead of smoothing it into one clean answer.
Stops before the deliverable
The job is not an answer bubble. It is an editable summary, shortlist, benchmark, appendix, slide export, and validation log.
The output
See the artifact your team ships.
Not an answer bubble — a client-ready workpaper where every conclusion carries its source, confidence, and a claim-level audit trail.
Private workspace
ExampleCo Value Scan
Input
Source bundle
Output package
- Ranked shortlist assembled
- Ideas scored by confidence and ease
- Every claim linked to source
Strategy output preview
Client-ready Value Scan
The top opportunity is not generic growth; it is field productivity and SG&A discipline relative to true peers.
SG&A has grown faster than revenue for three periods, creating a clear cost-structure question.
The closest peer set shows leaner field operations and higher revenue per employee.
“SG&A opportunity is material” is linked to public filings, peer tables, and the scoring assumptions used in the Value Scan.
Public filing · Peer benchmark · Method note
Who we serve
Start with the work we do for a team like yours.
Same source-to-decision engine, configured for the desk you run. Pick yours — every page shows the work, the artifacts you get, and proof from your world.
Built for evidence, review, and accountability.
15Rock does not make the decision. It structures the evidence, assumptions, trade-offs, and draft artifacts so your team can defend how an answer was produced — to a partner, client, board, IC, or compliance reviewer.
Source ingestion & permissions
Filings, transcripts, PDFs, data-room docs, and internal memos enter a private workspace with granular access control — your data, your perimeter.
Source-linked claims
Every material assertion is mapped to the page, table, or transcript line it came from. Unsupported claims surface before review.
Human review loop
Analysts approve, flag, or rewrite at the claim level. Decisions are signed off by people — every action recorded against the evidence.
Tamper-evident audit trail
Every ingestion, citation, reviewer action, version, and export — captured and exportable alongside the artifact for IC, board, or compliance review.
Enterprise data handling
Encrypted in transit and at rest, SSO/SAML, MFA, and role-based access. Your data never trains shared models.
Exportable strategy artifacts
Ranked shortlists, Value Scans, benchmarks, board packs, and source appendices export as PDF, DOCX, or structured JSON — reproducible and defensible.
Bring one universe. Review one defensible shortlist.
Start with a contained workflow using your target universe, sector question, source library, and methodology. The pilot should prove whether the reasoning layer is strong enough for your advisory, strategy, or investment process.
Confidential workflow · source-linked claims · exportable workpapers