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Board Packs

Defensible slides with links to evidence

Automatically generate board-ready presentations with every data point linked to its source, ensuring complete transparency and defensibility.

Source · to · decision

The evidence path

Portfolio data to defensible board pack — cited slide by slide. The same six-stage workflow behind every 15Rock artifact.

01

Source map

Ingest trusted sources

02

Claim engine

Map claims to evidence

03

Workflow engine

Apply your methodology

04

Draft artifact

Generate cited output

05

Reviewer loop

Human validates

06

Decision pack

Export memo · brief · board pack

Decision pack

Board pack · Q3 portfolio review

Exportable · Cited · Audit-trailed

  • Cover + agendacomplete
  • Portfolio performance (cited)complete
  • Risk registerin-review
  • Chair sign-offpending
The artifact

What your team gets

A board-ready slide pack with every chart, metric, and conclusion linked back to its source.

Evidence Links

Every chart, metric, and conclusion links directly to underlying data and analysis.

Consistent Narrative

Maintain storyline consistency across all portfolio company presentations.

Auto-Updates

Refresh presentations automatically as underlying data changes.

Compliance Ready

Meet regulatory and LP reporting requirements with full audit trails.

How it runs

How the workflow runs

Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.

Source map

Every trusted input — filings, broker research, internal models, regulatory data — registered and verified before it can be cited.

Claim engine

Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.

Workflow engine

Your methodology — IC framework, scoring rubric, red-flag library — running as a repeatable workflow, not a prompt.

Reviewer loop

Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.

Decision pack

The output: memo, brief, or board pack — every paragraph traceable to its source.

Audit trail

Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.

Bring us one board meeting. Get back a cited pack.

Two-week prototype on one upcoming board meeting. We'll deliver an automated board pack with full citations and an exportable audit trail.

Start small

Most teams begin with one workflow, one source set, and one output.

Start a focused prototype

Used by teams at

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

BlackRockGIPBCIRBCScotiabankBMOManulifeAvnetBugatti