Playbooks

Original workflows we actually run, timed and checked. Each one shows the exact prompts, the real output, what the AI got wrong, and how we caught it.

Playbook 01 · tested Oct 14, 2026 · 15 minutesThe cited company briefFrom a company name to a sourced, one-page investor brief in well under an hour, with every number traced back to a filing.Read the playbook →

Coming next

Playbook 02 · in progressThe synthetic LP updateFrom fund data to a draft quarterly letter tied to an approved table. Sample data only.

Playbook 03 · in progressMeeting notes to CRMFrom a call transcript to updated deal records, with a check of every field.

Playbooks show how to use AI tools for research and operations. They aren't investment advice, and the companies used as examples are not recommendations.

New playbooks land in The Brief first

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