For teams and firms
Make your firm’s method part of every workflow.
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.
A piece of work, from start to follow-up
See the work.
Inspect what comes back.
Research, investment and advisory firms
Make your firm's standards part of the work.
Turn sample documents into a reusable playbook, share it with your organisation and record lasting preferences from follow-ups instead of repeating the same instructions.
An example brief
Use our sample committee memos to draft a playbook for our team. Keep our structure and evidence requirements, and produce future memos in our firm's voice and branding.
What Mool works from
- Your sample documents
- Reports, models or presentations that show how your firm works.
- Your requirements
- The recurring task, required analysis, structure and writing preferences.
- Your firm's identity
- The organisation's colour, name and logo for Office deliverables.
The work behind the answer
- 01Draft a playbook from the team's samples
- 02Run it privately or share it with the organisation
- 03Refine standing instructions through follow-ups
Example report outline
A memo in your firm's method
- 01
Your structure
The sections and requirements established by the team's playbook.
- 02
Your research standards
The evidence and analysis required for this kind of work.
- 03
Your working format
The report and editable files your team uses, with its branding.
Go from the report to the supporting analysis. Charts and sensitivity panels are available where the work calls for them.
Your firm's method: Report view selected.
Team playbooks are available on Firm. Branded Office deliverables are available on Pro and Firm. Examples describe possible work; the brief and available evidence determine the actual output.
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
Where learning is enabled, an explicit lasting preference becomes a standing instruction; a one-off edit changes the document alone.
04Yours
Playbooks drafted from your own samples, files in your branding, and one invoice for the firm.
Beyond an individual workspace
License Mool around your clients, funds and portfolios.
Explore the service your firm wants to offer, including a firm-branded client experience. Scope the integration, access and commercial requirements with Mool.
Start with your next brief.
10 days of Pro, or of Firm on a work email address to start. No card needed.