3 active today
Friday · 25 September
Today
7 source-linked
1 high priority
2 cleared today
Priority queue
Today’s work
Northstar Holdings · Earnings update
Actuals extracted. Revenue variance and guidance changes need review.
Atlas Acquisition · LBO model
Model Review found one cash-flow reconciliation error and two warnings.
Gulf Infrastructure · Comps
Peer set refreshed to 25 September. Three analyst overrides preserved.
Healthcare Services · Client note
AI-prepared draft has 18 claims linked to 27 evidence locations.
Earnings calendar
Next 7 daysNorthstar Holdings
Meridian Health
Data integrity
Live checks94% of material figures are source-linked.
4 figures are blocked from final output until evidence is attached.
Workspace control
Companies, deals, and deliverables in one review trail
Create a Company Research, Earnings Update, M&A Pitch, LBO, IPO, Private Credit, Comps, Precedents, or Industry workspace.
Company intelligence
Verified fundamentals, filings, earnings history, KPIs, guidance, risks, and linked evidence appear here.
Document intelligence
Upload authorized filings, presentations, transcripts, models, CIMs, and diligence documents. Every extracted figure retains its source location.
Model Review
Inspect balance checks, cash-flow reconciliation, formulas, units, periods, hardcodes, and anomalies without silently changing the workbook.
Comparable companies
Review peer sets, periods, currencies, adjustment status, valuation multiples, and analyst overrides.
What changed?
Compare actuals, expectations, guidance, KPIs, management tone, model impacts, and thesis changes.
Grounded research
Facts, analyst interpretation, and AI-prepared draft content remain visibly separate and cited.
Editable deliverables
Generate reviewed Excel, PowerPoint, Word, PDF, and CSV artifacts from versioned firm templates.
Review queue
Move work through Draft, AI Prepared, Analyst Reviewed, Senior Review, and Final with comments and change history.