01 — Know
Know everything.
The knowledge layer - what the firm knows, made exhaustive, structured, and remembered.
01
Knowledge bases.
Governed corpora in a hierarchy - firm, practice, engagement. Structural isolation, not permission filters.
Connected knowledge bases · whole firmPast Engagements
8,400 documents · updated 2d ago
ABC+38
Proposals & Pitches
2,100 documents · updated 2d ago
DE+12
Financial Models
1,650 documents · updated 2d ago
FGH+9
Industry Research
3,200 documents · updated 2d ago
JK+21
Templates & Playbooks
940 documents · updated 2d ago
LMN+6
Client Deliverables
5,700 documents · updated 2d ago
PQ+44
02
Nothing missed.
Full-corpus sweeps: every relevant prior engagement surfaces, not a sample of three - cited to the page.
Knowledge base · 412,000 documents All reviewed 03
An ontology of its own.
Each corpus builds its own map from its own contents - versioned, human-approved, never a template.
Ontology · Deal corpus v13 approved CONCEPT MAP · DEAL CORPUS
Mid-market$50-500M revenue · 42 docs
Cost takeout12 levers · 88 docs
Synergy caserevenue + cost · 61 docs
Entry optionsbuild / buy / partner · 37 docs
New concept from DD_Checklist: “Deferred capex”DenyApprove → v14
04
The archive as a database.
Plain-English columns, web enrichment, natural-language queries, Excel export - provenance to the cell.
Knowledge base · 8,400 documents 05
Assumptions, backtraced.
Every figure in a deliverable walks back through the model to the source it came from.
Exhibit 4 · Market model Every figure traceable BACKTRACE · $112M
TAM 2028 · $112MExhibit 4 · cell D14 · = D12 × D13
Growth rate · 8.4%Industry_Report_2025.pdf · p.34
Base market · $84MRetailCo_CIM.pdf · p.12
Segment definitionClient data room · CIM §2.1
Click any figure in a deliverable and walk it back to the source it came from.
06
Memory that compounds.
One surface, two scopes: engagement memory that builds run over run, firm memory published by choice.
Engagement memory SCSarah Chen Saved to memory Found in the data room: client defines mid-market as $50–500M revenue.INHERITED BY EVERYONE'S AGENTS
JPJames Park · Market sizingUpdated
PRPriya Rao · Competitive landscapeUpdated
DWDaniel Wu · Entry optionsUpdated
LOLena Ortiz · Exec summaryUpdated
MBMarcus Bell · Risk analysisUpdated
