Faircopy · Meridian Wealth Partners

15 clients · 18 portfolios · 30 deliverables

1 · Upload a portfolio

2 · Generate a deliverable

2b · Catalog deliverables

3 · Deliverables

CreatedClientTypeTitleJudgeStatusFeedback
2026-07-04 23:49 Research Desk dd_checklist SaaS Carve-out Due Diligence Checklist 9.5 published open →
2026-07-04 23:44 Research Desk buyer_list Buyer Universe for Route-Based Industrial Cleaning Company 9.5 published open →
2026-07-04 23:44 Research Desk dd_checklist SaaS Carve-Out Due Diligence Checklist 9.5 published open →
2026-07-04 23:44 Research Desk ic_memo Investment Committee Memo - Project Falcon 10.0 published open →
2026-07-04 23:44 Research Desk strip_profile Check Point Software (CHKP) Profile 10.0 published open →
2026-07-04 23:44 Research Desk deal_teaser Project Falcon 10.0 published open →
2026-07-04 23:43 Research Desk returns_analysis Project Falcon Returns Analysis 10.0 published open →
2026-07-04 23:39 Research Desk earnings_preview WMB Earnings Preview 10.0 published open →
2026-07-04 23:37 Research Desk earnings_analysis CHKP Earnings Update 7.5 published open →
2026-07-04 23:37 Research Desk catalyst_calendar Catalyst Calendar 9.5 published open →
2026-07-04 23:36 Research Desk thesis_update Thesis Checkup for CHKP 7.0 published open →
2026-07-04 23:36 Research Desk stock_screen Idea Screen Results 7.0 published open →
2026-07-04 23:36 Research Desk sector_overview US Midstream Natural Gas Sector Overview 7.0 published open →
2026-07-04 23:36 Research Desk earnings_preview WMB Earnings Preview 4.5 flagged open →
2026-07-03 14:52 Research Desk client_perf_report Q2 2026 Performance Report for Test Household 8.5 published open →
2026-07-03 14:52 Research Desk morning_brief Morning Brief 2026-07-06 8.5 published open →
2026-07-03 13:53 Research Desk financial_plan Test Household Financial Plan 7.5 published open →
2026-07-03 13:43 Research Desk fund_letter LP Quarterly Letter — Trap Test Fund LP 6.5 flagged open →
2026-07-03 13:42 Research Desk fund_letter LP Quarterly Letter — Evergreen Capital Partners LP 10.0 published open →
2026-07-03 04:14 Client 100000001 TLH Memo Tax-Loss Harvesting Memo — Client 100000001 10.0 published open →
2026-07-03 04:14 Client 100000001 Proposal Investment Proposal — Client 100000001 8.0 published open →
2026-07-03 04:13 Client 100000001 TLH Memo Tax-Loss Harvesting Memo — Client 100000001 8.5 published open →
2026-07-03 04:08 Research Desk Idea Report WMB — Williams Companies 7.5 published open →
2026-07-03 04:04 Research Desk Idea Report WMB — Williams Companies 8.5 published open →
2026-07-03 04:03 Research Desk Idea Report WMB — Williams Companies 8.5 published open →
2026-07-03 03:58 Client 100000001 Client Review Client Review — Client 100000001 8.5 published open →
2026-07-03 03:53 Client 100000001 Client Review Client Review — Client 100000001 — published open →
2026-07-03 03:44 Client 100000001 Rebalance Rebalance Worksheet — Client 100000001 — published open →
2026-07-03 03:42 Client 100000001 Rebalance Rebalance Worksheet — Client 100000001 — published open →
2026-07-03 03:42 Client 100000001 Rebalance Rebalance Worksheet — Client 100000001 — published open →

3b · Compliance review (SEC Marketing Rule)

Audit trail CSV ↓

4 · Branding & compliance