Diligence operating system for investment teams

AcceleratediligencewithAI evidence you can trust

15Rock turns trusted research sources into cited IC memos, red-flag registers, peer benchmarks, and audit trails — so teams move from first signal to final decision faster.

View Sample Memo

Private source intelligence

Ask diligence questions across every trusted source.

Filings
Earnings calls
Market data
Internal notes

Agent workspace

Acme Industrial IC memo

126 claims checked

Build the bull / bear case and cite every material claim.

IC memoRed flagsPeer tableSource appendix
41
sources mapped
2
contradictions
100%
cited output
Evidence attached

“Pricing actions offset input-cost pressure, but inventory normalization remains a second-half dependency.”

Used by teams at

Built from hands-on use across investment firms, advisors, banks, and global enterprise teams.

BlackRockGIPBCIRBCScotiabankBMOManulifeAvnetBugatti
What do you need to produce?

Pick the deliverable. 15Rock builds the evidence path.

Instead of starting with a blank chat box, teams start with the work product they owe a partner, lender, board, or client — then get a cited draft they can inspect.

Prompt

IC memo workflow

126 claims checked
Build an IC memo for Acme Industrial with bull/bear cases, market risk, and cited source appendix.

Source map

1
10-K
2
Earnings call
3
Investor deck
4
Prior memo

Output package

Partner-ready memo draft with executive summary, thesis, red flags, peer table, and claim-level citations.

Investment thesis
Bull / bear case
Source-linked appendix
Built for confidential diligence

Private workspaces, source-linked outputs, and human review before decisions.

Your data never trains models
Claim-level audit trail
Exportable validation log
Product story

From scattered research to a cited decision pack.

Turn one target or client question into a repeatable evidence workflow: clear inputs, traceable sources, verified claims, and a boardroom-ready output your team can defend.

01 / Scope

Start with the target

A company, sector, client meeting, or thesis becomes a structured research plan.

02 / Evidence

Build the source map

Filings, transcripts, PDFs, data tables, news, bios, and internal notes are organized into a defensible library.

03 / QA

Validate the claims

Assertions are checked against page-level citations, benchmarks, calculations, and contradictions before they enter the memo.

04 / Output

Export the decision pack

IC memo, red-flag list, peer table, source appendix, and editable client-ready narrative — all connected to evidence.

41
sources mapped
126
claims checked
100%
citations attached
Platform architecture

A diligence operating system, not a prettier chatbot.

15Rock separates source handling, claim extraction, validation, output generation, and monitoring so investment teams can defend how an answer was produced.

01

Ingest

Filings, transcripts, PDFs, spreadsheets, data room docs, expert notes, and CRM context enter a private workspace.

02

Source map

Entities, dates, pages, tables, speakers, and source quality are organized before any narrative is drafted.

03

Claim engine

Material assertions, KPIs, peer comparisons, risks, and contradictions are extracted and grouped by decision question.

04

Validation

Citations, math, peer relevance, source coverage, and conflicts are checked before content reaches the memo.

05

Output

IC memo, red-flag register, benchmark table, source appendix, and editable client-ready brief are exported together.

06

Monitor

The source map keeps watching for new signals, portfolio changes, competitor moves, and follow-up questions.

Why chat fails diligence

Serious investment work needs more than a chat box.

Chat is useful for brainstorming. Diligence requires traceability, repeatable methodology, source coverage, validation, and a finished decision 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

Investment teams need to inspect the evidence behind material claims, not trust a fluent summary.

Cannot compare consistently

Forty documents, ten peers, and five memo sections require repeatable structure and normalization.

Misses firm methodology

Generic assistants do not know your IC format, red-flag taxonomy, or partner review standard.

Drops contradictions

Diligence 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 memo, register, benchmark, appendix, and validation log.

Team backgrounds
TDManulifeBridgewaterPIMCOMcKinseyOracle
Sound familiar?

The research bottleneck is costing you the room

40 hrs
per target

You’re rebuilding the same research structure for every deal — burning associate hours before analysis even starts.

60%
time on data gathering

Your data lives in filings, financial databases, and scattered PDFs — critical context gets missed under deadline pressure.

48 hrs
to follow-up promised

You promised a follow-up in 48 hours. 15Rock helps your team return with a cited sector view, benchmarked levers, and a client-ready narrative.

You didn't build your practice to spend the first two days finding the data.

Who we serve

Built for teams that run on intelligence

You run diligence on 40-hour timelines. Your associates spend the first two days reconstructing research that should already exist — financials, management backgrounds, peer benchmarks, red flags.

  • Initial screening in <30 min
  • IC memo with citations
  • Red flags surfaced early
  • Peer benchmarks from verified data
40 → 3 hrs
Average time to first draft
From company name to structured, cited analysis
Diligence source universe

Bring the sources your team already trusts. Get outputs your team can defend.

15Rock organizes public, private, and firm-specific context into one source layer, then carries citations through every memo section, benchmark, and risk callout.

Public market evidence

SEC filings
Earnings transcripts
Investor decks
News and press releases
Company websites
Market datasets

Private diligence material

Data room PDFs
CIMs and lender decks
Management call notes
Expert interviews
Customer references
Internal prior memos

Firm operating context

CRM notes
Partner hypotheses
Portfolio history
Deal checklists
Investment templates
Approval criteria
Output layer

Decision artifacts with citations attached

IC memo
Red-flag register
Peer benchmark
Market map
Source appendix
Validation log

Every output ships with a source appendix and validation log, so reviewers can trace each material claim back to the evidence that supports it.

Multi-layer QA

Every claim is checked before it reaches the memo.

15Rock verifies citations, reconciles numbers, flags contradictions, and exports the audit trail alongside the draft — so partners can inspect the work, not just read the answer.

20+
validation checks before export

Source coverage

Confirms the source library includes the filings, transcripts, data tables, PDFs, and notes needed to support the answer.

Citation verification

Links each material claim back to the cited page, transcript segment, table, or internal note.

Number reconciliation

Checks margin, growth, KPI, and benchmark calculations against the underlying tables before export.

Peer relevance

Flags weak comparables and explains why each peer belongs in the benchmark set.

Contradiction detection

Surfaces claims that conflict across filings, management commentary, news, or prior internal notes.

Audit trail export

Packages the memo, source appendix, verification log, and editable narrative for IC or client review.

Results from pilot workflows

Anonymized feedback from pilot teams across PE, banking, credit, and advisory

Private Equity
80% screening time cut

Cut initial screening time by 80% while improving analysis depth. Our associates now evaluate 3x more targets per quarter.

Managing Director

Growth Equity Fund — Pilot participant, 2026

Investment Banking
40 → 8 hrs per target

First-round materials that used to take 40 hours now take 8. Associates spend time on client-facing work instead of data gathering.

Director, M&A Advisory

Mid-Market Investment Bank — Pilot participant, 2026

Credit
4-month early warning

Caught a workforce reduction at a portfolio company 4 months before the covenant breach. Early warning system paid for itself with one save.

Senior Credit Analyst

CLO Manager — Pilot participant, 2026

Advisory & Consulting
Overnight complexity

Walked into a sector review with ten industry-specific levers benchmarked and cited. The client asked how we got there overnight. We said it was our process.

Partner, Strategy Practice

Global Advisory Firm — Pilot participant, 2026

Private workspace; your data never trains models

Multi-Layer QA — 20+ validation checks catch errors before you see them

AES-256 encryption; GDPR/CCPA-ready

No annual contract required — start with a 2-week pilot

Bring us one target. Get back a cited memo draft.

Two-week proof of concept using your companies, sectors, and methodology. We’ll produce an IC-ready or client-ready diligence pack before you commit.

Built for confidential diligence workflows. Every material claim is source-linked.

View Sample Memo

Every claim verified. Private workspace; your data never trains models.