Agents for the whole fund. From sourcing to the LP letter.
Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.
Reading the Q3 updates and the bridge workbook, then drafting from the Q2 template.
- Read q3-portfolio-updates.docx, 14 companies
- Read q3-valuation-bridge.xlsx, 3 scenarios
- Draft slides from the Q2 template, 18 slides
- Place the flagged companies first, Northwind, Fenwick, Alder
- Render q3-portfolio-review.pptx, 4.1 MB
- Wrote q3-portfolio-review.pptx, 4.1 MB
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
q3-portfolio-review.pptx4.1 MB · 18 slidesAdd the covenant headroom chart from the workbook to the Fenwick slide.
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
Q3 portfolio review deck
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
What was checked
Read q3-portfolio-updates.docx: 14 companies
Read q3-valuation-bridge.xlsx: 3 scenarios
Draft slides from the Q2 template: 18 slides
Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.
Reading the Q3 updates and the bridge workbook, then drafting from the Q2 template.
- Read q3-portfolio-updates.docx, 14 companies
- Read q3-valuation-bridge.xlsx, 3 scenarios
- Draft slides from the Q2 template, 18 slides
- Place the flagged companies first, Northwind, Fenwick, Alder
- Render q3-portfolio-review.pptx, 4.1 MB
- Wrote q3-portfolio-review.pptx, 4.1 MB
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
q3-portfolio-review.pptx4.1 MB · 18 slidesAdd the covenant headroom chart from the workbook to the Fenwick slide.
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
Five seats, five deadlines. Pick yours.
The IC memo
- Today
- An associate retypes figures from the data room, then checks each one again.
- With Context
- The memo drafts from the data room, every figure cited to its page.
3 results · matched on names and inside the files
| Name | Owner | Modified | Location |
|---|---|---|---|
| q3-portfolio-review.pptx | Maya Okafor | 1h ago | Q3 portfolio review deck |
| Page 1 SummaryDeck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix. | |||
| q3-valuation-bridge.xlsx | Maya Okafor | 2h ago | Projects |
| Page 1 SummarySlide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged. | |||
| q3-portfolio-updates.docx | Maya Okafor | 3h ago | Shared with team |
| Page 1 SummaryReading the Q3 updates and the bridge workbook, then drafting from the Q2 template. | |||
3 results · matched on names and inside the files
| Name | Modified |
|---|---|
| q3-portfolio-review.pptx | 1h ago |
| Page 1 SummaryDeck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix. | |
| q3-valuation-bridge.xlsx | 2h ago |
| Page 1 SummarySlide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged. | |
| q3-portfolio-updates.docx | 3h ago |
| Page 1 SummaryReading the Q3 updates and the bridge workbook, then drafting from the Q2 template. | |
The quarterly review, start to finish. In the channel your team already uses.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Agents that improve on your work. Same model for four months; the context grew.
Measured in production at Qualcomm. Read the case study
- Task pass rate, same model
- 23% → 98%
- Workflows in production
- 1,600
- Teams onboarded
- 85
Deal walls hold for agents too. What your CCO asks first.
- The asker's accessAn agent opens only what the person who asked can open.
- Writes wait for a personSends and shared edits pause for an approval.
- Every action loggedAppend-only, exportable to your archive.
- Your cloudModel calls go only to endpoints you allow.
Amazon EKS
Azure AKS- On premises
- Air-gapped
On request:Pen test reportCAIQSecurity policiesTrust center
Questions from security and compliance reviews.
Can the deal team's files stay walled off?
Yes. Each team can have its own workspace, and an agent opens only the files the person who asked can open.
Can LP and deal data stay in our cloud?
Yes. In your own AWS or Azure account the whole platform runs inside your perimeter, and model calls go only to endpoints you allow.
Do you have SOC 2 or ISO 27001?
Not today. On request, under NDA where required, your security team gets our latest third-party penetration test report, a completed CAIQ and our written security policies.
How is it priced?
Enterprise pricing is quoted by deployment model, usage, support and scope. When Context runs in your cloud, sandboxes run on your cluster and model calls on your provider account, so you see both bills directly.
