A fast, source-linked point of view before you commit analyst-weeks.
Pre-diligence reads, IC memos, and value-creation plans where every claim ties back to the data room, calls, and filings — built to survive IC and LP scrutiny.
The work
The work we do for your team.
Pre-diligence first read
A source-linked point of view on a target before you commit the analyst-weeks.
IC memo
Investment-committee memos where every material claim is cited.
Value-creation lever scan
Where the cost takeout and growth levers sit, quantified and evidenced.
True-peer benchmark
Comparables chosen on evidence — defensible in front of IC and LPs.
Transform-vs-divest review
A structured read on whether to fix, hold, or exit a position.
Recurring market briefs
Standing coverage of your sectors, refreshed on a cadence.
What you’ll get
Artifacts your team can defend.
IC memo
Every claim cited back to the data room, calls, and filings.
Value-creation plan
Quantified levers with the evidence behind each number.
Risk-rating pack
Risk and opportunity reviews with a full source trail.
Board pack
Portfolio and deal updates ready for the board.
Market brief
Source-mapped coverage of a sector or theme.
From the work
Pilot → annual
A leading institutional investor expanded from a pilot to an annual engagement.
Used by teams like
One source-to-decision workflow behind every artifact.
Ingest → source map → claim engine → validation → reviewer loop → cited artifact → audit trail. Every material claim is traceable.
Bring one workflow. Review one defensible output.
Start with a contained pilot on your own sources and methodology — and see whether the reasoning layer is strong enough for the work you have to defend.