For teams and firms
Your firm’s method, run the same way every time.
Draft playbooks from your own sample documents, share them with your organisation and get files in your branding, with every colleague on their own plan.
10 days of Pro, or of Firm on a work email address to start. No card needed.
- Research desks and advisory firms
- Corporate teams that produce the same documents every month
- Anyone who wants the firm’s way of working written down and run the same way every time
The work
Every playbookWhat you hand over, and what comes back.
Team playbooks
On Firm, draft a playbook from your own sample documents, and share it with your organisation or keep it to yourself.
Your branding on every file
On Pro, set your organisation’s colour, name and logo once, and the Excel, Word and PowerPoint files carry them.
Analyst-hours for everyone
Every colleague works on their own plan, with hour packs whenever the work runs past it.
One invoice
Billing arranged with us directly, for firms that want one invoice for the whole team.
What you get
Research with roots, for your desk.
01Deep
The same method on every run: filings first, figures computed in code, every one of them sourced.
02Wide
Every desk’s playbooks, from public markets and wealth to banking, investor relations and consulting.
03Alive
A team playbook learns from your follow-ups: a preference stated once becomes a standing instruction.
04Yours
Playbooks drafted from your own samples, files in your branding, and one invoice for the firm.
Start with your next brief.
10 days of Pro, or of Firm on a work email address to start. No card needed.