Turn source documents into a research brief
A repeatable research workflow that produces an evidence-linked brief and comparison workbook.
Pricing preview · proposed fees and scope await approval.
What we deliver
- One research task, one team and up to two approved file-based source formats
- One Word brief format and one Excel comparison format
- Versioned source references, missing-evidence checks and a review step
- A client-controlled repository, deployment instructions and one team training session
How we check the work
- Replay 20 agreed source packs and record factual corrections.
- Every material factual claim links to supplied evidence or is marked unresolved.
- A teammate generates a new brief and traces its figures to the sources.
What you bring
Representative documents, reuse rights for source data and a research owner to review the test cases.
What the fee covers
The fixed fee covers the scope above. A fit check confirms eligibility, not a different price. We agree on any separate work before it begins.
Licensed market data, live data-provider connectors, investment advice and firmwide research platforms are outside this scope.
What working together looks like
Bring one real task
Use the material and tools you already have. We agree on the output, record a baseline and decide what a good result must pass.
Build it together
We build the scoped workflow, run representative cases and compare the results against your reference work. Exceptions become explicit checks.
Let your team take over
Someone on your team runs a new case, explains the checks and teaches a colleague. You leave with editable work, operating instructions and a named owner.
The handover covers how to run, inspect, stop and maintain the delivered workflow. Ongoing support is outside the fixed scope.
Keep the work. Know how to run it.
You receive the project’s custom code, editable files and team handover. Open-source dependencies retain their licenses. We use your existing tools where suitable; any model usage, cloud or data-license costs are identified before work begins. There is no required KCQ software subscription in these proposed packages.
Explore a first output
These online examples prepare drafts and supported calculations. Connecting and deploying the workflow is part of the engagement.
Turn earnings calls and filings into a sourced company brief Draft an investment memo from our diligence documentsWhy this work · published market examples
These sources document the workflow category. They are not KCQ customers, endorsements, or guarantees of equivalent results.
Rogo · Harbor View · Customer account
Harbor View describes repetitive research and deal-material preparation, with people retaining judgment and narrative ownership.
Rogo · Agent Library · Product offering
Task-specific finance agents produce editable financial models, presentations and documents.
Anthropic · Finance agents · Product offering
Finance templates address pitchbooks, financial screening and month-end close with human review.