A diligence sprint, with Sofia doing the legwork
One partner sets the question. Sofia plans the work, splits it across specialist agents and asks when a decision is yours.
- Day one
Scope and workplan
Sofia turns the question into a workplan, hands research, modeling and drafting to specialist agents, and asks you to confirm scope.
- The working days
Research and the model
Every target researched into your template, gaps flagged instead of guessed, and the market model built in Excel with live formulas.
- Before the readout
The deck and the memo
Findings written up in the client's PowerPoint template, every figure tied to its source, ready for your edit.
Hundreds of hours of analyst work, in one summer
A diligence season with Sofia, built on the firm's own templates and standard.
Hundreds of records, all on one standard
Every fund and manager researched into the firm's own templates, so partners compared like with like across the whole list.
ExploreDozens of managers' filings, the same summer
Filings for dozens of managers handled alongside the records, so the research and the regulatory picture arrived together.
ExploreEvery figure checked by the research lead
The firm's research lead checked every figure before anyone relied on it, so partners could put the work in front of clients.
Explore“I gave it all the context around it and it built out pretty good plans, very detailed plans.”
Partner-quality proposals from every manager
Today the winning approach sits in one person's folder. Sofia learns it once and the whole firm uses it.
Each consultant with their own AI
- Every consultant prompts a chatbot their own way
- The best workplan sits in one folder
- New analysts learn by interrupting seniors
Sofia, taught once
- A partner shows Sofia the winning proposal once
- It becomes a skill the whole firm runs
- A first-year analyst gets the same structure
And the everyday work, inside your systems
Sofia works with more than 800 business systems, so she works from your real data. We set up the ones your firm uses.
Interviews and client calls
Sofia gets each transcript, writes the interview up with themes and quotes tied to the source, and turns every call into tasks.
ExploreA pipeline you can trust
Meeting outcomes logged as notes, deals moved to the right stage and next steps drafted, with approval first if you want it.
ExploreFiles and workplans
Decks, models and memos saved to the engagement folder, and workplan tasks created and updated in Asana as the work moves.
ExploreSofia does the production. Your consultants own the answer.
The point of view and the client relationship stay with your people. These controls come with every setup.
- The recommendation stays yours
- Sofia researches, models and drafts. The point of view and the advice belong to your consultants.
- Every finding has a source
- Each theme links to the interview or document it came from, so anyone can check it.
- Restricted clients stay out
- Some client contracts restrict AI. Put those clients on your never-touch list and nothing connects.
- Approval before anything goes out
- Anything sent to a client or written to your CRM can wait for a person's approval.
- Never used to train AI
- Client material isn't used to train AI models, by us or by our model providers.
Where consulting firms start with Sofia
Start with the work that repeats on every engagement. Each page shows it step by step.
- Due diligence and researchEvery target researched into your template, gaps flagged, sources linked.Explore
- Financial modelingMarket and deal models with live formulas, plus the deck that explains them.Explore
- Team-size projectsA project scoped for a team, directed by one partner.Explore
- Memos and reportsFinal reports and board papers drafted from the whole engagement file.Explore
- Proposals and SOWsProposals drafted from discovery notes and your strongest past work.Explore
- Pipeline and CRMEvery client call logged and every deal given a next step.Explore
- Contacts and outreachHundreds of contact records kept current, with outreach personalized to each one.Explore
- Knowledge and onboarding“How did we do this last time?” answered from your own past work.Explore
Questions firms ask
Can Sofia work in our clients' templates?
Yes. Give Sofia the client's deck template or an approved past deliverable and the output matches it. A client's format can become its own skill, so every consultant on the account produces it the same way.
Some clients restrict AI in their contracts. How do we handle that?
You decide what connects. Nothing connects until your IT lead agrees the access, and anything on your never-touch list stays out, so a restricted client's material can stay out entirely. Your firm's data isn't used to train AI models, in our systems or by the model providers we use.
Can we trust the research and synthesis?
Sofia checks her sources, flags gaps instead of guessing, and a person at your firm does the final review. Each finding ties back to its source, so checking it means opening one document.
Which AI models does Sofia use?
Sofia uses the best model available for each task, whether that's from OpenAI or Anthropic's Claude. Your skills and firm knowledge stay yours whichever model runs them.
Who sets it up and keeps it running?
We do. We set up your AI, connect your systems, build your skills from real engagement work and keep it running, so you don't need anyone in-house to manage it. The skills, workflows and knowledge built for your firm are yours to keep.
Bring one recent engagement
Score your firm in your own time. Then bring one recent engagement, and we'll show you what Sofia would have taken on.