Financial workflows, engineered
Encode institutional knowledge into every decision, so each deal makes the next one sharper. Cited to source, verified by hand, run inside your stack.
One workflow at a time
Each system is scoped to a single job, proven on a live deal, then handed over. Screen the data room in days, draft the memo overnight, keep the numbers from going stale.
Watch the work run
Each workflow executes step by step on your documents, inside your stack. Nothing happens off screen.
- Indexing 214 documents
- Running seven arithmetic checks
- Executing the 47-question battery
- Flagging gaps and red flags
- Tracing every answer to its page…
- Setting up the deal and price
- Normalizing the operating history
- Sourcing every assumption
- Running cash flow, debt and returns
- Issuing the IC case, v1…
- Gathering the findings and IC case
- Applying the fund's template
- Drafting 16 sections
- Citing every sentence
- Sending for named approval…
Every answer shows its work
What comes back carries the document, page and clause behind it, checked by hand before it reaches you.
3 of 5 key customer contracts require counterparty consent before closing.
31.4% of FY25 revenue, up from 22.1% two years ago.
No. The peg assumes $4.1m; the monthly data supports $5.3m.
Handed over, not dropped off
Your team is walked through it on a live deal until they can run it without us. The learning is real, and it's part of the engagement.
Nothing leaves the room
The working defaults of every engagement: your documents, your infrastructure, your control.
Nothing you share is used to train any model. Not now, not later.
Systems run inside your own cloud, under your access controls, revocable at any time.
Every engagement runs under NDA. Deliverables can ship under your template, as your own work.
No deliverable ships on autopilot. What reaches you has been reviewed, and every claim carries its source, so checking it never depends on trust.
Prefer it the old way?
The advisory practice delivers the same standard by hand: models, memos and independent reviews.
Put it on a live deal
A 30-minute call to choose the workflow and the deal. Scope, timeline and fixed fee agreed before any work begins.