Advisory & professional services · Consulting · M&A

Your best people rebuild documents they’ve already written.

The proposal assembled from the last proposal. The model rebuilt to the same conventions.

If you run a boutique advisory firm, this is where the hours go.

Every proposal is a near-rebuild

Swap the name, swap the bios, swap two slides. It still burns senior hours.

Models rebuilt to the same conventions

The same structure, the same formatting, redone on every engagement.

“Have we done a deal like this?”

The answer is in a partner’s head or buried in a data room.

NDAs and letters, 70% boilerplate

Engagement letters, process letters, still drafted from scratch.

What we build.

The system your firm works in: AI agents inside the tools you already use, each with one job.

First drafts in your house style.

Proposals and recurring documents assembled from your approved content, for a partner to edit rather than write.

Your firm’s knowledge, instantly accessible.

It has read your past work and answers with the source, so the knowledge no longer lives only in a partner’s head.

Built to your conventions.

Built lean, to your conventions and templates, so the repetitive scaffolding stops eating senior time.

You set the autonomy.

Per workflow: it runs on its own, or it waits for you.

Hosted in the EU or the US Never trained on your data Every action logged