Aerospace-Grade

Designed for
[
Finance
Healthcare
Consumer
Biotech
Industrials
Energy
Tech
Logistics
Retail
Education
Strategy
Research
Finance
]

Built to verify. Built for the most demanding form of structured research. Works wherever a team turns fragmented inputs into cited analysis and editable Office-native deliverables.

Move from thesis to evidence faster.

Compare targets consistently across sectors. Benchmark across vintages. Surface red flags earlier, with citations. Preserve diligence intelligence portfolio-wide.

Eight anonymized acquisition targets scored against an investment thesis, ranked TGT-A through TGT-H. TGT-A leads at 92 and is highlighted as the top match.
Sector-consistent screeningVintage benchmarksPortfolio-wide memory

Build the case for the deal.

Valuations, forecasts, the full diligence stack. Sized markets, named competitors, KPI benchmarks against comparable assets.

M&A valuation football field with five methodologies converging on an implied value range; a synergy waterfall below shows revenue plus cost synergies summing to 42 million dollars total.
Valuation scenariosSized marketsIC-ready exhibits

From CIM draft to closed Q&A.

Every artifact in the deal process. Source-grounded buyer Q&A. Management presentation builds in hours, not days.

A simulated diligence-document page with a Section 4 header, abstracted paragraphs with four inline numbered citation pills, a WindShift verified badge, and a sources rail listing the four references on the right.
CIM and teaser draftingSource-grounded Q&APitch-grade output

Compress delivery without losing rigor.

Margin lift on commercial diligence and strategy work. Senior leverage across engagements. Firmwide templates and review trails.

Two stacked engagement timeline bars: a six-week before bar broken into Research, Analysis, Drafting, Review phases, and a compressed two-week with-WindShift bar where Research and Drafting are visibly shrunk while Analysis and Review now dominate.
Margin liftSenior leverageFirmwide rigor

Recurring M&A with institutional memory.

Market scans, internal investment cases, board-ready materials. Reusable workflows replace the scramble before each board meeting.

A constellation diagram: five completed engagement nodes connected to a central Workspace Memory hub, with four reusable knowledge atoms branching off. A sixth dashed accent-colored node represents a new deal pulling threads from memory.
Reusable workflowsBoard-ready in hoursInstitutional memory

Research that stands up to scrutiny.

Sector landscapes, KPI benchmarks, and analyst-grade briefings with every claim tied to source material.

A two-by-two competitive-landscape matrix mapping companies by market size and competitive density. Three quadrants contain numbered dot clusters of existing companies; the large-market, sparse-competition quadrant is empty and called out as whitespace.
Citation by claimWhitespace mappedIC-defensible

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