Built around how funds actually work.
Not a chatbot bolted to a shared drive. Workflows shaped around positions, issuers, deals and the people who sign off on them — and walls where your compliance team needs them.
Hedge funds
The information exists. It’s just spread across the PMS, four hundred transcripts, three broker inboxes and an analyst who’s on holiday.
- Exposure questions
- Ask the book in plain language; get positions joined to what issuers actually said, with sources.
- Morning note
- Drafted before the desk arrives from overnight moves, broker research and yesterday’s fills.
- Earnings preparation
- Transcripts, consensus, your model and your position in one brief before the call.
23 issuers across the book raised tariffs on their most recent call. The four largest by weight are below; the rest are in the attached view.
| Issuer | Weight | What they said | Source |
|---|---|---|---|
| Issuer C | 3.1% | Tariffs named as the main gross-margin risk for next year | Q2 call · p.4 |
| Issuer F | 2.4% | Guidance assumes no new duties on component imports | Q2 call · p.7 |
| Issuer K | 1.8% | Shifting sourcing to reduce tariff exposure by year end | Q2 call · p.2 |
| Issuer R | 0.9% | Pricing actions expected to offset announced tariffs | Q2 call · p.11 |
Private equity
IC is on Thursday. The data room has two and a half thousand documents, and the associate is starting on page one.
- Data-room triage
- Every document indexed, clauses that matter flagged and linked to the page.
- IC memo first draft
- Structured the way your committee reads it, every figure traced to its source.
- Portfolio monitoring
- Company KPIs pulled monthly, variances flagged before the board pack is due.
- 1Corporate214
- 2Commercial603
- 3Legal17
- 4Financial712
Change-of-control clauses · 17 flagged
- 3.2.14p. 44
Change of control — lender consent required
Senior facility agreement
- 3.4.02p. 9
Termination right on change of control
Master supply agreement · Customer 2
- 3.4.11p. 17
Assignment requires counterparty approval
Distribution agreement · EU
Sell-side & advisory
Every research note goes through compliance at the end, when changes are most expensive and deadlines are closest.
- Research drafting
- Drafts that tie figures to the model and flag disclosure gaps as they’re written.
- Pitch assembly
- Comparables, precedents and credentials pulled into your house template.
- Client questions
- Answers drawn from published research only — never from what’s still restricted.
Margins, not volumes, set the next leg
Channel checks point to stable volumes through the quarter. We expect the group to outperform by year end as input costs ease, with the strongest operating leverage at the mid-cap end. An industry contact suggested pricing will hold, consistent with the distributor survey.
- Needs disclosure
Forward-looking view without required language.
- Source check
Expert input must be logged before publishing.
- Restricted list clear
- Figures tie to model
The wall your compliance team already expects.
Public side and private side reach the model through separate contexts, with an information barrier enforced between them on every request. A deal code name typed on the public side doesn’t get a clever answer. It gets stopped — and logged.
- S.4a
- Public side — analysts and PMs working on public information
- S.4b
- Private side — the deal team, holding material non-public information
- S.4c
- Public context — where public-side requests reach the model
- S.4d
- Private context — kept separate, never shared across
- S.4e
- Information barrier — enforced on every request; the red reference is stopped and logged
Which of these is costing you the most?
Pick one. We’ll show you what it looks like on your data on the first discovery call.
Book a discovery call