Client presentations
SteerCo-ready materials
Nordics readout · draft 2
Where does the recommendation land?
The acquisition route clears the hurdle rate in year two, against year four for greenfield. Slide 3 carries the recommendation; sensitivities and sourcing sit on slides 9 through 11.
nordics-entry-readout.pptxResize to read
Context agents run the research, build the model, and draft the deliverable in your firm's format, with every claim sourced and prior engagement knowledge applied.
data room
318 docs read
synthesis
drafted, every claim sourced
client deck
12 slides built
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Every claim sourced
Each figure and assertion in a deliverable traces to the document, dataset, or interview that supports it, ready for partner review.
Predictable cost per deliverable
Routine steps run on cheaper models, and the most capable ones are saved for genuinely novel analysis, so research and drafting stay affordable at firm scale.
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Use cases
From kickoff to the final readout.
Secondary research
Scan filings, expert calls, and licensed data, synthesize the landscape, and hand back a sourced briefing.
Modeling and analysis
Build and stress financial and operational models, reconcile inputs, and explain the sensitivities driving the answer.
Deliverable drafting
Turn the analysis into a client-ready deck or memo in the firm's house style, with every claim cited.
Diligence support
Run commercial and operational diligence across a data room and surface the findings that change the thesis.
Knowledge management
Capture each engagement's methods and outputs into the firm's knowledge graph so the next team starts ahead.
Proposals and staffing
Draft proposals from prior work and match the right experience to the next engagement.
Sourced by default
Every claim is sourced
Each claim cites the exhibit, filing, or expert call behind it, so the partner reviews judgment instead of re-checking facts.
- Claims carry inline citations to the exhibit or source document.
- The deck pulls its numbers from the same model the synthesis cites.
- Each engagement compounds into firm knowledge the next one starts from.
nordics-market-entry
synthesis.docx
Nordics Market Entry
Recommendation
Enter via the mid-market segment, sized at $1.8B sizing C3 and growing 11% expert call 4, where incumbents are weakest.
Why now
•Top-2 incumbents hold 54% share filings.
•Regulation opens the segment in Q3 policy memo.
market-sizing.xlsx
Segment
TAM
Growth
1
2
3
4
5
Every claim linked to its source
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Task completion on your team's rubric
Context94%
Claude Cowork62%
OpenAI Codex57%
Devin49%
From internal benchmarks on specialized enterprise workflows.
40
×
Faster turnaround
28
×
Lower cost per case
Custom models trained on your work
Your team's accepted outputs become training data for models you own and serve, and they beat general-purpose agents on your specific tasks.
Evals gate every change
Rubrics and golden sets validate every runbook, model, and context change against past work before it ships. Regressions are caught automatically.
Step-level model routing
Each step routes to the cheapest model that clears your rubric. Frontier models handle only the genuinely novel, so cost falls without losing quality.
One platform, four products
Workspace, Engine, Unify, and Evals cover research, modeling, and drafting end to end, on your infrastructure and under your controls. The platform learns your firm's methods, prior work, and house style, and applies them to every engagement.
How it improves over time
Each accepted deliverable makes the next one better. Partner corrections become the standard the next run is held to.
Every engagement adds to the firm's own knowledge base, and that knowledge stays with the firm.
Connect your systems
The firm's knowledge base, prior work, and licensed sources connect once under your existing permissions.
Agents do the work
Research, modeling, and drafting runbooks execute inside your perimeter, each step traced to its sources.
Partners correct
Reviewers accept or correct outputs in the flow of work, and corrections are captured as standards, not lost in markup.
The firm specializes
Routine work moves to cheaper models that still meet your bar, and models trained on the firm's approved work outperform general ones.
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Agents sign in through your identity provider, like Okta or Azure AD, and get the same access as the person using them, and nothing more.
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Every run is recorded step by step, with who ran it and what it touched. Nothing an agent does is a black box to the team accountable for it.
Talk to us.
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