What one summer of diligence delivered
Hundreds of hours of reading and template work went to Sofia. The research lead's time went to judgment.
- RECORDSDiligence records on the firm's own templatesEvery manager on one standard, each figure sourced and checked.
- FILINGSManagers' regulatory filings, worked throughDozens of managers covered in the same summer.
- SKILLThe diligence method, kept as a skillThe firm's templates, run the same way whoever asks.
“It did come back with questions that I didn't think of that were really important.”
The same rigor on every target
Teach Sofia the template once, and every analyst's records come out the same.
Diligence today
- Each analyst fills the template their own way
- Coverage stops where analyst hours run out
- Sources sit in someone's downloads folder
Diligence with Sofia
- Your research lead shows Sofia the template once
- It becomes a skill the whole firm owns
- Everyone runs it, down to the newest analyst
How a round of diligence runs
Any firm with a research template can run diligence this way, from the first target to the hundredth.
- First
Your templates become skills
Your diligence templates and one approved example become skills, so Sofia works in your format from the first record.
- At volume
Every target, sourced
Sofia reads each target's documents and filings, fills the template, links each figure to its source and files the record.
- Every round
The method keeps improving
Your research lead checks the figures. Each correction goes into the shared skill, so the next round starts where this one finished.
Why diligence needs more than a chat window
Diligence runs on your documents, your templates and your firm's history. Sofia works with all of it.
Works in your data room
Sofia searches and downloads documents in the folders your team already uses, reads every file and saves the finished record back where it belongs.
ExploreKnows what you've already concluded
Sofia remembers your firm's prior files, past decisions and the way your team writes, so each new record builds on the last one.
ExploreAsks before it guesses
Where a source is unclear or two figures disagree, Sofia asks your team a structured question and waits for the answer.
ExploreRely on it, and know why
Every research lead wants to know whether they can rely on the records or must reread every page.
- A source behind each figure
- Each figure points to the document or filing it came from. Checking means following a reference.
- Every action checked
- Before delivery, every turn passes a rule-based review of the actions Sofia says it took.
- Your people make the call
- Sofia prepares the record. The view on the company, manager or vendor stays with your team.
- Restricted names stay out
- Anything on your never-touch list stays out. Nothing connects until your IT lead agrees the access.
Questions firms ask
Can we rely on the records without reading every source?
Each figure points to its source, so a reviewer follows a reference instead of redoing the research. Your research lead checks the figures, and every correction goes into the skill, so each round starts cleaner than the last.
What can Sofia read?
PDF, Word, Excel and PowerPoint files in Box, SharePoint, OneDrive, Dropbox or Google Drive, including documents exported from a data room, plus public sources on the web such as filings and company websites.
How many targets can Sofia cover?
As many as your team can review. Sofia does the reading and the template work, so your review time sets the pace. In one summer that meant hundreds of standardized records and dozens of managers' filings.
What happens when our template changes?
Update the skill once. Every record after that follows the new template, whoever asks for it.
Does Sofia make the investment or engagement call?
No. Sofia supports your professionals' analysis and doesn't give legal, financial or other regulated advice. The view on the company, the manager or the vendor is your team's.
How many targets would you cover if reading weren't the limit?
Score your firm to see how much research time Sofia could take on. Running diligence across several teams? Talk to our team.