CLIENT CONFIDENTIAL

An agent for consultants.

Decks, models, and the synthesis grind. Handled with the rigor your principal expects.

Custom skills

Slide drafting

Reads interview notes. Drafts slides in your firm's master, same structure as last time.

Expert-call synthesis

Pulls calls from AlphaSights and GLG, clusters by theme, drafts the synthesis.

Benchmarking pulls

Pulls from CapIQ and Pitchbook. Renders a comparable-set with consistent normalization.

Automations

Engagement startup

New matter provisions a Teams workspace, folders, templates, and a tracker.

Friday status note

Pulls task list and timesheets. Drafts the client email at 3pm for EM sign-off.

Interview note normalizer

Raw transcript becomes anonymized, tagged, and filed into the engagement folder.

Potential connectors

SharePoint

Teams CICapIQ PBPitchbook

Tableau

Excel

PowerPoint

Outlook

Salesforce

Jira