Risk Review Packs
Portfolio risk review packs with sources and reviewer sign-off
Transform your risk assessment methodology into a repeatable engine that runs across your entire portfolio, providing consistent, evidence-based review outputs with full transparency.
The evidence path
Source signals to cited, reviewer-approved rating. The same six-stage workflow behind every 15Rock artifact.
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
| Claim | Source | Value | Conf. |
|---|---|---|---|
| Counterparty credit | Operator FS + licensed market data | BBB- | Conf · high |
| Regulatory tail | Filings + briefs | Elevated | Conf · medium |
| Operational reliability | Sensor + maintenance log | Stable | Conf · high |
What your team gets
A consistent, defensible risk review for every portfolio line — with the underlying signals and reviewer sign-off attached.
Consistent Methodology
Apply the same risk framework across all assets, ensuring comparability and reducing subjective bias.
Evidence Trail
Every output links back to source data and assumptions, creating defensible, auditable outputs.
Reviewer Sign-off
Built-in review workflows ensure human oversight while maintaining efficiency.
Portfolio Scale
Run quarterly assessments across hundreds of positions in days, not months.
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 — public data, private overlays, 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 — scoring rubric, peer logic, value-creation lens, and deliverable standard — 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.
Strategy pack
The output: shortlist, Value Scan, benchmark, 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 your framework. Get back cited ratings.
Two-week prototype: we encode your risk methodology and deliver a portfolio-wide rating sheet with full evidence attached to every line.
Start small
Most teams begin with one workflow, one source set, and one output.