Problem
Analysts and managers spend countless hours collating financials, contracts, and client comms. Missed context leads to slower deals, compliance risks, or duplication of analysis.
Use Cases
Client Review
Generate a client’s full engagement history before a review call.
Compliance Check
Query “All docs related to MiFID II for client X.”
Portfolio Monitoring
Pull metrics, board reports, and investor comms across portfolio companies.
Benefits:
Quicker client preparation and sharper insights.
Stronger compliance readiness.
Easier portfolio oversight for partners.
ROI Framing:
If 5 analysts each spend ~6 hours/week chasing documents → 30 hours/week wasted. At £100/hr → £156,000/year saved.
Avoided compliance penalties can be worth millions more.