Product / Know

Know Everything
the Firm Knows

Governed corpora in a hierarchy - firm, practice, engagement. Structural isolation, not permission filters.

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Connected knowledge bases · whole firm

Past 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

What know covers

Knowledge base · 412,000 documents All reviewed

RetailCo_Pricing

GtN_Model

Payer_Segmentation

Price_Corridor

Launch_Playbook

DD_Checklist

Integration_Plan

Valuation_v4

LOI_Template

Ops_Review_Q3

Synergy_Model

Market_Scan_24

+ 411,988 more across every practice and office

Nothing missed.

Full-corpus sweeps: every relevant prior engagement surfaces, not a sample of three - cited to the page.

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

An ontology of its own.

Each corpus builds its own map from its own contents - versioned, human-approved, never a template.

Knowledge base · 8,400 documents

DOCUMENT+ INDUSTRY

RetailCo_Pricing.pptxRetail

NorthBio_Model.xlsxPharma

Scope_Memo.docx…

Market_Scan_24.pdf…

Board_Deck_Final.pptxBanking

Synergy_Model.xlsx…

MetroBank_Ops.pptxBanking

LOI_Template.docx…

Valuation_v4.xlsxHealthcare

Comps_2023.pdf…

New column×

COLUMN NAME

Industry

DESCRIBE THE FIELD

Classify each client's primary industry from the document. Use GICS sectors where possible.

Fills 8,400 docsCreate column

The archive as a database.

Plain-English columns, web enrichment, natural-language queries, Excel export - provenance to the cell.

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.

Assumptions, backtraced.

Every figure in a deliverable walks back through the model to the source it came from.

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

Memory that compounds.

One surface, two scopes: engagement memory that builds run over run, firm memory published by choice.

Next · Work

Delegate the work.

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