Know the client before the first meeting

Get up to speed on a prospect before the meeting.

• Ramp me up on any company page: the Associate plans a brief on what the company does, its latest figures, its filings, who owns it, its country exposure and what to watch
• You approve the plan before it runs; every sentence is cited to platform data and checked by a second model
• Debate map and Country entry memo skills for the case for and against, or a market entry question
• Brief this client in an engagement space: the finished brief is shared with the engagement team

Keep clients, prospects and their rivals in view.

• Add to watchlist on company, fund and country pages; group names into named lists
• Associate monitors that sort what changed by how much it matters
• Watchtower red flags from new SEC filings: auditor changes, non-reliance, officer changes, late filings, new litigation, new risk factors
• Email alerts on the companies and countries you choose
• A weekly client digest in each engagement space: flags, filings, recalls, federal contracts and news on its watchlist, in the app

The facts behind a market assessment, each with its source.

• Company pages from SEC filings and national registers, with the countries each company does business in, quoted from its annual report
• Sector pages, commodity pages and the Risk Atlas score for every country
• The knowledge graph: how a company links to a country, a fund or another company, link by link

Turn the research into the document you send.

• Hub templates: sector market review, country risk brief, country briefing note, deal diligence memo, pitch book, regulatory watch note
• Open in Hub on a company, fund or country page starts a document filled with that page's data and sources
• Your firm's own template library: firm admins add templates, the team starts documents from them inside an engagement space
• Export to Word, PowerPoint, PDF and Markdown with the footnotes and data dates kept