Twenty-one document types, one platform. Every figure in every document is verified against your source data by the quality judge before it publishes — samples below are real output from synthetic data.
Comprehensive plan: cash flow, retirement projections, goals, scenarios, prioritized actions.
view live sample →Quarterly/annual performance report: returns vs benchmark, allocation, commentary, activity, planning notes.
SEC Marketing Rule review with counts-only audit trail.
Institutional-grade quarterly investor letter drafted from your figures.
view live sample →Pre-open brief structured around the attached book: what to watch, client talking points.
Pre-earnings setup: metrics to watch, bull/base/bear scenarios, positioning.
view live sample →Post-earnings note: beat/miss table, what changed, thesis impact.
Industry landscape: structure, trends, competitive dynamics, investment implications.
view live sample →Ranked idea list from your screen results, with one-line theses.
Scorecard against the original thesis: intact, cracked, or broken.
Dated event calendar across your names with position implications.
One-page blind teaser for a sell-side process — identity protected.
view live sample →Dense one-page company profile for pitch books and buyer meetings.
Investment committee memo: thesis, market, financials, risks, recommendation.
Tailored due-diligence request list by workstream.
Deterministic IRR/MOIC with exit-multiple × hold-period sensitivity grid.
view live sample →Ranked buyer universe for a sell-side process: strategics + sponsors, fit rationale.