Ingest the deal room
Read the CIM, investment deck, Excel model, PDFs, and approved firm templates.
Read decks, financials, and firm templates, draft an editable memo, and keep final judgment with the deal team.
Decks, PDFs, spreadsheets, and notes arrive in different formats.
Associates copy facts into a house template and reconcile versions manually.
Senior reviewers spend time fixing structure before they can challenge the thesis.
Read the CIM, investment deck, Excel model, PDFs, and approved firm templates.
Map facts, assumptions, open questions, and financial tables into the firm’s memo schema.
Produce an editable Word document with citations and unresolved questions left visible.
Capture reviewer feedback in the shared skill so the process improves without hiding judgment in a black box.
instead of personal prompts
built for Word redlining
judgment stays with the team
Every use case reuses the same company primitives instead of rebuilding trust and access from scratch.
The workflow can use only the deal materials and templates assigned to it.
Reviewers can trace claims back to the supplied source material.
The firm owns the memo method and can review changes before rollout.
Centerfield Capital’s deal-execution work shaped this use case around the real source set and review sequence: decks, financials, diligence notes, comparable-company analysis, house templates, and partner review.